THE REVENUE TEAM WORKSPACE
Salesforce busywork is devouring your selling time
AE's will love using Scratchpad.
RevOps finally gets better Salesforce data hygiene and process adherence.
AE's will love using Scratchpad.
RevOps finally gets better Salesforce data hygiene and process adherence.
Salesforce is a great database, but as a place to do your work it's slow to load, requires too many clicks and countless browser tabs. So you do your work in a spreadsheet, take sales notes and maintain to-do lists in separate apps, and block time on your calendar to copy and paste the info back into Salesforce. Is this really the best system? We say NO!
Scratchpad is the first workspace built for sales. We designed every feature and interaction with account executives in mind, which means speed. Scratchpad combines sales notes, spreadsheets, tasks, Kanban boards, search, collaboration, and sales process adherence in one simple and intuitive workspace - connected to Salesforce to eliminate all those tabs and double work.
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!
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.
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 a fan favorite here at Sendoso. It was actually our AE's 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.
With tens or hundreds of tasks each day, every click matters. Scratchpad combines notes, tasks and customer context including emails, calendar events, and activity history into one simple view. No more bouncing between tabs to get the full picture and take action.
"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!"
Update important fields for each opportunity, link your notes and setup tasks faster than ever before. Get more contextual data in your CRM - all with less effort.
"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!!!!"
Clear your head by creating tasks, viewing and adding new contacts, and launching your sales notes directly from your calendar. No more bouncing back and forth from calendar, notes, your tasks and Salesforce. Everything you need to manage your day is always just one click away.
"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!"
You spend hours every day working on notes, todos and updating opportunity fields. When you use something for that long, it should be fast and delightful.
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