I honestly have to credit Scratchpad for my promotion! Wouldn't have been able to get this promotion without being able to open Scratchpad everyday and track all the different ops I was working and take notes during every meeting. Seriously used it more than Salesforce!!!! So thank you for sharing such an amazing product with our team!

Some sales tools help a little, and few help a lot. If you're an AE, or need to keep track of anything in Salesforce period, then you need to check out Scratchpad – one of the few tools that help a lot.

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Being blunt, salespeople tend to struggle keeping track of deals, which leads to losing sales. Wunna has helped us implement Scratchpad, which I can easily say has led to more deals closing because of better organization.

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It took less than 5 minutes to get going, and it has saved us 30+ minutes per day since then.

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Get at him, and get it going!

Oh man, don't even get me started on Scratchpad Command. I'm honestly at the point where I'd get Scratchpad Command tattooed on my back if it was acceptable. Scratchpad alone is an absolute miracle tool for navigating through Salesforce, especially SFDC Classic and then Scratchpad Command takes it to another level for updating information and notes on the fly. Creating accounts, leads, opps from anywhere is amazing. It's also useful for certain tasks you wouldn't necessarily think of immediately like during prospecting. It makes it much easier to see if leads/accounts you're looking to engage already exist which is invaluable for me as I'm now engaging potential business partners and not just lawyers/law firms.

It’s my bible each quarter. I don’t go a day without looking at it.

Scratchpad improves the accuracy of forecast data by making it easier for reps to keep opportunities correctly updated.

Fellow Salesforce users - Install this and your data entry just got easier. Where has this been all my career? Thank you Scratchpad.

My SalesForce forecast is always current. Users of Scratchpad are much more likely to have good SF hygene, improving the organization's ability to forecast business accurately and plan accordingly.

Sales friends using Salesforce. This add on is a must and a game-changer for your workflow. The easiest way to update SFDC fields from one tab!

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Also, do the 1x1 welcome session with the Scratchpad team, they unlocked many useable features that I wouldn't have found. Let me know if you have any questions. Sharing because I think this is pretty awesome.

In terms of the data that's being put in, opportunities are not missing next steps, there are thorough notes and there's a lot more ability for Ops and Leadership to gain insight into the state of the pipeline when [we’re] doing analysis. And it’s thanks to the data that reps are inputting.

Before we implemented Scratchpad, our average sales cycle was 50 days. After using Scratchpad for just 2 months it sales cycle improved to 35 days. We’ve become a quicker, more efficient team.

Scratchpad is awesome. No longer will you spend time in Salesforce updating an opportunity, clicking save, and seeing the dreaded "Marketo sync user made changes, please refresh" and redoing the whole thing. Everything is updated in realtime from an interface that's awesome. Notes can be shared between SDRs and AE (or any teammates) and linked directly to Salesforce. You can update individual opportunities or your entire pipeline in a spreadsheet-style view.

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Scratchpad is game changing.

I've been searching for something like Scratchpad for a long time. Awesome tool that makes life easier if you work in sales. I highly recommend it! If you need help with anything the Scratchpad team is always there to offer their service.

I use Scratchpad EVERY DAY. It saves me a ton of time and gives me more visibility into my pipeline.

Scratchpad helps us move opportunities through the pipeline way more efficiently and effectively and in a friendlier way than AE’s were previously trying to do with just Salesforce. For them, Scratchpad is actually fun to use which makes them want to move their deals through the pipeline. If Scratchpad were removed, I think people would legitimately be upset. This is how salespeople will interact with Salesforce in the future at nearly every single company.

I've seen Scratchpad make a number of lists, and you probably have too. It's a comprehensive solution that makes entering ANY data into Salesforce as simple as jotting notes in notepad. Service is A++. Shout out to Wunna Hlaing for hopping on numerous calls to make my CRM life waaaay easier. Check it out if you haven't.

Scratchpad has been a huge productivity gain for my team. We spend less time filling out information in Salesforce and more time closing!!

Worth every penny and enables sales cultures geared towards excellence.

Keeps everything on one page without having to load a new page or hit edit constantly… It gives us a ‘One page view’ for all of the company's opportunies and customers… Must-have for any Salesforce user.

Scratchpad has made keeping my Salesforce clean super easy. I love that I can easily create notes against my accounts in a chrome tab, and push those notes to Salesforce super easy. This auto syncs to all my browsers that I use scratchpad on in real-time. I can track my tasks, and push those against accounts or opportunities without the cluginess of Salesforce

Instead of bugging my reps in Slack everytime to ask for updates, I can comment right from Scratchpad itself which is so much simpler and more efficient.

As Chief Revenue Officer I literally use it everyday. I am hearing from our sales team they love it because it makes it so easy to manage their accounts and offers a much more efficient way of putting in updates real time. Thank you Scratchpad team!

A more powerful version of Salesforce views to easily look view and update fields.

Productivity, productivity, productivity! Scratchpad gives our reps the ability to add more notes and updates to all of our opportunities. That means more info getting put into SFDC, which creates better and easier collaboration with management.

Let me tell you about a company that has provided an amazing customer experience. When I was at Divvy I stumbled across Scratchpad and it turned out it was a pretty great tool for helping reps update their salesforce opps quickly and manage their pipeline.

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One of their reps Wunna Hlaing reached out and walked me through how to use it. He then scheduled a meeting for the CEO Pouyan Salehi to come and listen to the sales reps using it so they they could build more features to help our team. This is all without us paying a dime to Scratchpad. No contract pressure, no end of month promos. Just helped us use it and provided value.

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That alone is commendable and worth giving them a look.

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When I got laid off - Wunna kept in touch, and made sure I landed on my feet. When I moved over to eFileCabinet, Wunna didn't reach out to me. I reached out to him. He took time and attention to meet my needs, even when he had nothing to gain. And earned a lifelong customer.

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In sales, it's easy to lose sight of the effectiveness of patience, listening, and giving. Sometimes you need to be aggressive and push for the deal, but other times, just being a good person, providing value, and fostering a partnership helps much more in the long run. I'd recommend Scratchpad to everyone in my network.

“With Scratchpad we were able to drive the desired behaviors and get key insights with CoM + MEDDIC + Forecast inputs to help drive predictability, and our team didn’t need to take on a change management effort because salespeople already loved using the product. One of the examples beyond just better context on deals and adherence to our methodology, Scratchpad was launched to help with our AE and SDR teams jointly collaborating on outbound and territory management.”

It’s clean, simple, easy to use and makes me and my team’s use of SFDC faster and more efficient - especially around updating a lot of opportunities and quickly searching for information.

Best sales tool I’ve ever used… As a salesperson, I can honestly say I hate change. I fear it. When someone tells me we're rolling out a new tool or new way of doing things, I'm always worried about how it will affect my earning potential. Scratchpad was the opposite experience for me because it’s so easy to adopt… Scratchpad solves the chaos that is Salesforce Views. It helps me find what I need to find easier and faster. Spend less time navigating Salesforce and more time working the pipeline.

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Scratchpad modernized our team to make the sales process more efficient… provide a better customer experience on the sales side, that's a differentiator from another company in our space.

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Scratchpad has been critical to driving compliance with certain workflows and helping the reps stay on top of their pipeline. Some of my reps would quit if I ever took it away!

I love Scratchpad. I have never dunked on LeBron James, but I imagine it brings the same amount of joy as using Scratchpad.

When AEs spend less time navigating through Salesforce, they spend more time leaving more detailed information that will get them the sale and provide the information onboarding/support desires. It’s a no-brainer.

Scratchpad is the easiest and quickest way to update my pipe. It saves me a lot of time and headache from working in Salesforce. It is really intuitive and hasn't required any time upfront to learn how to use. Wunna is awesome and very helpful as well!

Our data hygiene has seen a total 180 since we implemented Scratchpad… If I want people to have more confidence in their forecast number, then they’re going to have to understand the information in Salesforce better and actually input that data into Salesforce. That’s what we accomplished with Scratchpad.

Scratchpad is amazing and saves me so much time when updating my sales pipeline that would normally take hours in Salesforce. The team there is great, too! Scratchpad is saving my life.

Admin is the worst part of my day to day. I want to focus my time on strategic client conversations and optimization of campaigns. Using Scratchpad, I can quickly update my latest touch points and statuses without clicking away for account by account in SFDC. Huge time saver. Keep it up ✌️

I love using Scratchpad! It is so easy and efficient. Scratchpad has saved our sales team so much time. Great onboarding process as well as their product specialists are always willing to teach you how to best use the product!

Scratchpad has helped me on a daily basis, not only with task organization, but swifter pipeline overview and updating. The real time updating and help received from their C Level Executives is over and beyond what I was expecting. I will continue to use this every day and couldn't imagine life without it!

Scratchpad saves me a ton of time on double entry, extra clicks, sifting through Salesforce, and updating spreadsheets. It allows my manager to see what I'm doing in real time so they don't have to ask me about it over slack or in person.

Opportunity management and territory planning used to be so painful and laborious before our team rolled out Scratchpad. Now, it's easier to update opportunities to keep sales leadership in sync and take an accurate holistic view of one's book of business.

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It turns the beast of Salesforce into a beautiful experience… It’s a great mix of features without complexity.‍

This is the way to Salesforce, period. For anyone that has to update Accounts, Contacts, Opportunities,  Pipelines, or managing multiple reports for any of the above -- you need to try Scratchpad. The minute of setup will save you hours. I can't recommend Scratchpad enough!

Quick one: If you use Salesforce but you hate the laborious slowness of doing small regular updates to (for eg) opportunities, adding meeting notes etc - try this awesome little Chrome Extension we have found called Scratchpad. It turns the Salesforce experience into something more like using an Excel Spreadsheet - and the support / engagement is from real people! Top marks! #salesforcecrm #salesforceadmin #scratchpad

Absolutely essential tool if your company is utilizing Salesforce. Scratchpad makes updating deals and taking notes easy. Download it now for immediate time ROI!

I would highly recommend Scratchpad. It is a game-changer. Pipeline hygiene was a huge issue at my org. With Scratchpad it is now no longer an issue. The support is amazing, the team leads training, and the new features that are launching are always relevant!

Scratchpad Command enables me to work quickly, effectively, and accurately in my role by allowing me to check Salesforce data and update in real time without delays and multiple tabs. Data maintenance and consistency is a huge focus for us as we scale, and Scratchpad Command is helping me achieve that.

Scratchpad.... where do I start? I have added Scratchpad into my workflow in my last and current role.... I have adopted Scratchpad for the last year with a heavy refusal to change. This tool takes the headache out of the admin work you have to do as an AE. In prior roles when I'd only work out of Salesforce, I didn't take near enough time updating opportunities/account information as well as using very limited fields.

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Transitioning over to Scratchpad, my opportunities and accounts are rich with information. I use 5x as many fields as I've used in previous years - This meaning healthier Salesforce notes and my manager has a better understanding of my pipeline without having to always nudge me.

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Working out of ScratchPad gives me more than enough time back to focus on things that are more critical to the success of my role!

Totally game changing. Life-altering productivity. Can't be understated. 4-7 hours a week have been given back to me with this tool. I wish I had this for all my years in sales. Staying on top of all of these Salesforce fields used to be my biggest stressor, and now I can see them in an easy to use view. Absolutely love this product! Their team is also super helpful and supportive. This is a must-have for Salesforce users.

Inbox & Deal Alerts give our sales managers more opportunities to coach reps. It also provides a collaborative place for AEs and Sales Leaders.

Purchasing Scratchpad will pay itself off within 1 week in sales productivity. I recommend this to any sales organization looking to streamline their operations and maximize rep productivity / organization.

Scratchpad is clean, fast, intuitive, and simple. The product is very robust, and gets better every week. I've had feature requests turned around the same day… Getting data into Salesforce without wanting to cry, getting clean data from my team without chasing them down in 1:1s.

RevOps teams need to ensure data accuracy in Salesforce for every deal, at every stage of the sales cycle, across their entire global sales organization. Keeping this data up to date without burdening the sales team was a big focus for our organization. At Lacework, we found the solution we were looking for in Scratchpad, which removed the pain associated with updating records in Salesforce, provided the team with a workspace they liked, and made it super easy for them to keep their forecast updated. The result has been improved forecast accuracy, a higher level of data fidelity, and insights into where our sales management need to focus their coaching and sales enablement efforts. It’s been a win for both Sales and RevOps. Sales is able to reduce their administrative workload, save time, and stay better organized, while the RevOps team is able to make smarter decisions knowing the data they are basing them on is up to date and accurate.

Sales Ops’ Best Friend… Through the Notes feature, our use of the tool has expanded to include our Customer Success team, allowing us to drive better collaboration between Sales and CS and avoid silos in communication.

Scratchpad makes it super easy to train new AEs the ins and outs of pipeline maintenance and getting started with Salesforce. Scratchpad keeps reps focused on the things that matter most and shortens that ramp period so they can focus on building pipeline and maintaining it.

Do it now! It's one of the better decisions of add-ons to using Salesforce I've done. Saves my team a million clicks and keeps our pipeline up to date and clean. It's simple enough that not a single sales manager on our team complains about pipeline reviews anymore, and for that I'm forever grateful!

It fills a gap -- no one likes updating things in Salesforce, it's clunky, it's not easy to find all required fields, reps want spreadsheet like views -- and Scatchpad corrects for all of that and more. Views/tiles help drive rep behavior and ensures that all relevant info gets to Salesforce and is updated as needed.

The reality is that all sales people should use Scratchpad. The easiness of use and friendly UI now guarantees that I do not spend 30 minutes after a call updating my CRM. I can be taking notes while the conversation is happening and everything will be there once the call is over. Additionally, the simple fact you can coordinate tasks, notes & pipeline under the same umbrella guarantees that the management will have all the angles of the opportunities I am working as now it is seamlessly done and no one has an excuse to not have everything updated as requested.

We invested in Scratchpad to ensure that our Salesforce data was always accurate and clean. Sales reps do not typically like to update all of the Salesforce fields and Scratchpad takes away all the excuses because it is so easy to use.

I've actively used the single screen pipeline update page to update opportunities, move close dates up/back, increase deal size, and update next steps to keep everyone on the same page and cut down on calls that I receive on where deals are at… It's helpful to have all of your notes, contacts, and accounts on one browser tab and be able to seamlessly move between screens with a click rather than (4+ clicks). Admin is always a nightmare and this allows us to take care of it in minutes versus hours.

Scratchpad makes it so easy to update close dates, forecast categories, next steps and more all from a single view. With ScratchPad it takes me 3-5 minutes to update all of my opps and allows me to spend the time I saved on selling activities.

Amazing, amazing, amazing. It will get rid of the millions of salesforce tabs, actually allow you to navigate your tasks from a single screen, customize views to how you want them to look, and save your literally hours on manually clicking through SFDC. No questions asked, you need it.

I’m blown away by the simplicity of Scratchpad. I mean, it really is the solution that we were looking for when we originally looked at Gong and so I think we made the right call. I’m all in. I think it’s the right solution to get the outcomes that we’re looking for.

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Scratchpad is the best way for updating my pipeline on a daily basis. I'm always looking for ways to manage more deals at one time and scratchpad helps me stay organized while increasing my ability to manage more deals at once.

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Honestly, I hardly open SFDC windows unless I absolutely have to. Scratchpad just works better and looks better. And then I don't have to deal with multiple clicks to update and save my updates for each opportunity. Additionally, creating tasks for myself is extremely simple using Scratchpad.

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I'm a big fan of their customer success and product team as well. They are quick to implement new ideas and I've had several team members jump on calls to ask me more about my use cases.

Scratchpad is magnificent! Its user experience and interface are clean and very straightforward for our people. Especially since they don’t have much salesforce experience this will be a major help in their day to day processes. They will be able to update and work through their opportunities, and various objects utilizing the scratchpad functions like mass update! I have spent time with each of our reps this week and last and they didn’t even realize the functionality which is very exciting!

Sales Reps out there that are tired of the 2,3,4 clicks to update one field in Salesforce. Scratchpad is your answer!

We're regaining hours per week our AEs previously spent updating Salesforce. A close second is our team have started using high-value features in Salesforce that we never used before because they were too cumbersome and time-consuming. We're getting 3-4x more Salesforce engagement than we did before Scratchpad.

Scratchpad is a game changer for a sales professional who's looking to gain a competitive edge in productivity. The more efficiently I work, the more time I save for myself which leads to prospecting accounts, learning about the industry, and ultimately, closing deals.

Scratchpad helps us with ramping up our team quickly and ensuring that we are noting gaps in pipeline hygiene early. It helps us to drive deal analysis and forecasting.

Amazing experience using Scratchpad for Salesforce. It has immensely streamlined my workflow!

Sales forecasting has always been extremely time consuming. No sales leader should spend hours a week in a spreadsheet and Salesforce just to arrive at your number (and one you actually have confidence in).Seeing what is moving in and out of the forecast, where and why the number is changing, what deals are pushing and how that impacts our call for quarter was brutally tedious.Scratchpad Forecasting is fast, simple and sales software I actually enjoy using. Even better is I have instant visibility into deal movement, what changed and why in just a few clicks. AND it's connected too where our reps manage their pipeline (Scratchpad), backed by the trust we have in Salesforce, and now a dependable part of my toolkit as a Sales Leader.If you are using Salesforce and spreadsheets for your forecast, get Scratchpad. It's a beautiful thing.

If you're a salesperson and you're company uses Salesforce CRM... you need to use Scratchpad. It will save you time/money and help you get better control over your deals. Use it everyday and I tell every salesperson I know about it. Highly recommended!

I can now trust my data as I know reps are constantly updating their opportunities. Better forecasting. Better visibility into deals. Better chance of closing deals.

Productivity on our team skyrocketed, allowing me to spend more time in front of customers, ultimately making the company more money and providing a better customer experience.

Unparalleled power and so simple to use. It gives us massive pipeline management time saving, rep adoption on field fills that are required, but not mandatory, and opportunity right-sizing + accurate next steps.

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I brought Scratchpad in after seeing folks talk about it on LinkedIn. It was easy to set up and now we're paying for it across our entire team. Scratchpad is great for adding information off any page using the command+J function. Forecasting 1:1s with reps by pulling up reports and also using command+J function to edit core fields (i.e. Next Steps, etc.) is a huge benefit. Scratchpad provides in-line editing that's wider than what you get from Salesforce's List View. You can easily create and share templates to the team as well as creating notes from a Google Calendar event.

Scratchpad is a fan favorite here at Sendoso. It was actually our AEs and frontline sales managers who organically adopted it initially, and I was elated they were so enthusiastic about a tool that helps them keep pipeline/notes clean in Salesforce. We've since expanded this to any internal group that manages/owns records in SFDC, including CSM, Account Management, Onboarding, etc. Scratchpad has been a big boost in getting some newer less SFDC-savvy teams using CRM.

Scratchpad helped organize our remote sales team… The ability for remote reps and managers to collaborate in a simple and easily digestible pipeline review… With Scratchpad I have all the information needed in a view that's understandable and customizable to my needs.

I first was hooked when I saw the task workflow in Scratchpad since using the native tasks in Salesforce was never as smooth as I wanted. After a month of heavy use I calculated I was handling 50% more tasks just by using Scratchpad. I never went back!

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The pipeline view was a similar revelation in the immediate filtering, field updates and data manipulation. Now pipeline reviews and my monthly planning are both much faster processes than before and I'm able to spend more time on output, which has led to a significant increase in new business closed per month.

We are solving for communication bottlenecks, knowledge transfer, documentation, account handoffs, team-based selling, the list goes on! Scratchpad solves all of those pain points.

It’s so easy to create a view and share it with my team to utilize it immediately… it keeps us on the same page in our Funnel Reviews and I love the support I'm getting from the team as they make it really easy to get the help I need fast.

I’d recommend anyone using salesforce that hasn’t tried SCRATCHPAD to check them out. I wish I'd been introduced to their UX a long time ago. Makes interacting with SFDC and managing teams a more intuitive and faster experience than any version of SFDC I've encountered. They have a free version, too!

Awesome experience using Scratchpad !!! it changes my life for updating any opportunities into Salesforce in efficient manner, very easy and very quick!!! if you are a sales or managing director, or account executives....or any related sales role....Use scratchpad to save time every day.

Scratchpad straight bangs paired up with salesforce.

If you are in sales and use Salesforce as your CRM then you need to take a look at Scratchpad!

Wunna Hlaing & Sam Brewer Thank you for helping us get started on Scratchpad! It's going to give our team back hours in the day to focus on working with prospects/customers vs. SFDC data entry. The UI and ease of use are really great! Congrats to the team!

Updating Salesforce has never been easier. At the beginning of every month I do a pipeline review to make sure I am on top of all of my opportunities. Using Scratchpad has saved me tons of clicks and hours waiting for information to load within Salesforce by providing a quicker and easier way to update fields as well as tiles that act as a template allowing me to quickly have all the fields I need to update in one location.

Good ops teams should be figuring out how to make it easier for salespeople to sell and enablement is about providing the training, guidance, and coaching to make sales teams really effective. When you have an ops team and an enablement team that have sold before and have had any element of empathy for salespeople, it’s a no-brainer to buy Scratchpad.

Scratchpad is a huge time saver.  Great product and your team should be rewriting Salesforce's UI/UX!  Great tool.

Scratchpad has fundamentally changed our workflow for the better. It effortlessly identifies key opportunities and simplifies record updates in Salesforce for our reps. We've already seen its potential in various departments like customer success and events. During our Monday meetings, transitioning from Excel spreadsheets to Scratchpad revealed crucial gaps in our Salesforce data. Despite initial adjustments, conversations with our team members have shown promising progress. Seeing opportunities populated with next steps and dates, previously elusive through spreadsheets and Salesforce, is incredibly rewarding. Scratchpad has truly been a game-changer for us.

10 stars out of 5 if I could do it. Super easy to set up and use and the new features they roll out are always things I didn't realize I needed but absolutely did.

My company has many required fields on opportunities and they are all over the place. Using Scratchpad lets us create shortcuts to only enter in the data we need in an order that makes sense to salespeople… Scratchpad optimizes our organizations business processes for Salesforce.

Scratchpad provides transparency on where customers/accounts are in their customer journey, made account handoffs a lot easier between CSMs, and most importantly saved me time!  It helps me manage many customer stages, notes, last touch point, and more by bringing this information to the top and providing a high level overview of me and my team’s accounts. It helps me to prioritize my day, campaigns, outreach, etc.

I used to have to search through several tabs in SFDC to get the relevant information for my team. Scratchpad puts all of the relevant data that I need at my fingertips.

Scratchpad is a game changer for a sales professional who's looking to gain a competitive edge in productivity. The more efficiently I work, the more time I save for myself which leads to prospecting accounts, learning about the industry, and ultimately, closing deals.

I've been using Scratchpad for about a month now and it has been saving me hours every week in clicks and load screens in Salesforce. Not only is Scratchpad a joy to use, but it has actually got me logging a ton more info in Salesforce. Great stuff!

I hadn't actually loved using a product in such a long while. Until yesterday, when I received personalized onboarding from Scratchpad.

I already know it's going to be a huge part of my workflow.

Scratchpad is amazing. It's one of the tools that changes the game so much, you're left wondering how/why it did not exist sooner. I tested it out after a colleague recommended it to me and it's now a staple throughout our entire sales team.