Sales Pipeline Reviews
Better pipeline reviews to move deals from best case to commit
Enable reps to come prepared for your pipeline reviews. Stop inspecting deals and spend more time coaching.
from 1,470+ G2 reviews
Enable reps to come prepared for your pipeline reviews. Stop inspecting deals and spend more time coaching.
Add rules to showcase deals that haven’t been updated in seven days and discuss them live on the pipeline review call to know what’s going on and strategize on what can be done to get the deal to the next stage.
Create conditional highlights in an intuitive pipeline view to uncover deals with the highest amounts, upcoming close dates, and more. Seamlessly move from rep to rep with one consolidated view that work for you.
Qualifying deals with a specific methodology? Automate the process of getting reps to update their missing fields with Slack automations. Make sure reps have the right criteria updated before your pipeline review call. And use your time together wisely rather than discussing qualification criteria.
The correlation that sold me was the people using Scratchpad were the ones with the most accurate forecasts, the ones updating next steps, and they had deals in the right sales stage. That information is crucial.
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!
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!
With Scratchpad we were able to drive the desired behaviors and get key insights with CoM + MEDDPICC + 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. Scratchpad was also launched to help with our AE and SDR teams jointly collaborating on outbound and territory management.
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.
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.
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