Scratchpad

IS YOUR SALES TEAM GOOD AT UPDATING THE CRM? Did that last report that was going to solve everything just get ignored? 😑 If you need help keeping track of Next Steps for 40 different opportunities, following MEDDPICC, or getting quick visibility into your pipeline... we might actually have a solution for you. Zero Boards from Scratchpad are like achieving an "inbox zero" for CRM. Every update made in your Zero Board instantly reflects back to Salesforce. Create Zero Boards to give managers better visibility, give reps tools to stay compliant in the CRM, and never let details slip through the cracks. Learn how you can create a Zero Board for whatever critical information your sales process requires at the 🔗 👇 or reach out directly! #Sales #Revenue #GTM

GROUP BY CLOSE DATES FOR BETTER PIPELINE VISIBILITY You can now organize your pipeline views by date for easier prioritization and faster action. Group opportunities by close date, leads by next step dates, or whatever you need to make your pipeline run like a well-oiled machine. Learn more or try it out for free at the 🔗👇 #Sales #CRM #SalesOps

STRUGGLING WITH STALLED DEALS? Scratchpad can help. See which deals are stalling, where gaps remain, and what your next steps are with better data and better visibility into you CRM. Learn more about the workspace that's designed for the way sales teams work at the 🔗👇 #Sales #CRM #Revenue

NEVER CHASE DOWN YOUR REPS FOR UPDATES AGAIN With Scratchpad, reps get the tools they need to make updates to Salesforce without deviating from their current workflows or learning new behaviors. ⚡ Zero Boards show you every deal that's out of compliance and what needs updating ⚡ AI Sales Assistant suggests updates to Next Steps, MEDDPICC fields, or whatever your process requires based on emails and calls. ⚡ Slack Automations proactively notify you when you need to make updates. And you can make them right there in Slack. Learn more or try it free at the 🔗👇 #Sales #GTM #Revenue

PREFER WORKING WITH KANBAN VIEWS TO ORGANIZE YOUR PIPELINE? Try Scratchpad where you can update Salesforce directly from your Kanban views. Organize by Opportunity Stage, Forecast Category, Lead Source, or whatever you want. You can customize each card by adding additional fields from your Salesforce instance. Try it for free or learn more at the 🔗👇 #Sales #Revenue #CRM

THIS IS THE QUARTER YOU'LL ALWAYS REMEMBER As the quarter you almost hit accelerators. Don't let deals stall and slip through the cracks because of poor visibility. With Scratchpad, sales teams can easily keep track of every task, next step, and remaining gaps in deals on their path to quota. Get your sales team running like a tight ship at the 🔗👇 #Sales #GTM #Revenue

IMAGINE FORECASTING A NUMBER... WITH ROCK SOLID DEAL CONTEXT And that rock solid deal context... is in your CRM 🤔 I know this might sound hard to believe, but with Scratchpad, it's possible. Get the best pipeline management, deal inspection, and CRM hygiene with a tool that instantly updates Salesforce at the 🔗👇 #Sales #CRM #Revenue

PIN YOUR FAVORITE VIEWS & FOLDERS Got a lot of Views? Whether they're created by you or shared by your team, Favorites help you stay focused by pinning your go-to Views and Folders right at the top so you can access them quickly. No more scrolling! For more info, click the 🔗👇 #Sales #Salesforce #CRM

SALES TEAMS THAT FOLLOW A SALES PROCESS CLOSE 18% MORE REVENUE THAN TEAMS THAT DON'T But how are organizations supposed to know when a step in the process isn't working or isn't necessary? With Scratchpad's new Hygiene Tracker, you can measure which rules are working and which aren't so you can streamline your process to speed up deal cycles and maximize revenue. Reach out to learn more. #Sales #CRM #RevOps

SOMETIMES YOUR PIPELINE MAKES YOU CRINGE Other times it's when marketing brutally forces a trending sound into your product messaging. Either way, Scratchpad will make your pipeline demure & mindful so managers never have to chase down reps for updates again. Learn more or try it out for free at the 🔗👇 #Sales #Demure #Mindful