Sales is more complex than ever. Deal inspections, coaching, process adherence, sales methodologies, multi-threading, qualification criteria, all are required to run an effective sales process. But executing and measuring your process is hard and often doesn’t happen.
Scratchpad is a system designed for the execution, management, and measurement of your sales process. It helps Sales Managers with coaching, RevOps with process adherence, and Sales Leaders with accurate forecasts and insights into every deal. Your frontline works faster, builds more pipeline, and every rep can achieve top performance.
Best of all, your sales team already loves it.
One system for CROs, RevOps, Frontline Managers, and Reps to unlock peak sales performance.
Fewer clicks and tools. Enthusiastic adoption of sales process. More actionable data.
And, your revenue team will love it.
With Pouyan Salehi, CEO, Scratchpad
The first RevOps toolkit designed to take complexity out of your sales tech stack, drive process adoption, and stop data from growing outside of Salesforce.
With Ryan Whitehouse, Sr. Director of RevOps, Sierra Wireless
There's too much complexity in sales. So we did something about it. See how Scratchpad Studio is helping Ops and Sales Leaders tame complexity in their Sales teams.
With Christina Procacci, Sr. Account Executive, Fetcher
We asked some of the best in Sales how they would feel if Scratchpad was taken away. See their reactions.
Change in workflows, adding processes, more tools, and more people creates complexity in nearly every business. Complexity slows reps down, driving them to work in spreadsheets, docs, task managers, and note apps instead of Salesforce. Complexity is why data hygiene is poor, processes aren't followed, data grows outside of Salesforce, and why you have more tools than you need.
Imagine as a sales rep you actually love to update your next steps. Imagine as a RevOps leader, having visibility and control for every update in Salesforce. Or as a Sales Leader having confidence in the accuracy of your forecasts. Imagine your entire revenue team collaborating in ONE place, connected to Salesforce. Stop dreaming. Start believing.
The correlation that sold me was the people that had been using Scratchpad were the ones with the most accurate forecast, the ones updating real time, next steps on a deal. They had deals in the right sales stage. And that information was crucial.
Totally game changing. Life-altering productivity. Can't be understated. 4-7 hours a week have been given back to me. 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.
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 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 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.
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. 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.
Working in Salesforce requires too many clicks and is slow to load.
So you take notes in a separate app and painstakingly maintain a to-do list, spreadsheet, or calendar events to stay organized. And you constantly switch tabs since these apps aren't connected to Salesforce or each other.
Scratchpad is built from the ground up for sales, which means speed. We designed every feature and interaction with account executives in mind.
Scratchpad is fast and beautifully simple.
It makes the tedious work you do to update Salesforce records and stay organized fade into the background.
With tens or hundreds of tasks each day, every click matters. Scratchpad combines notes, spreadsheets, tasks, chat, notifications, collaboration, pipeline management, Kanban boards, enablement, and process adherence in a delightful experience, connected to Salesforce. The good news? Sales reps love it!
“Scratchpad makes viewing and updating my pipeline a million times faster and easier. I've tried to piece together spreadsheets and add-ins for years and nothing comes close to Scratchpad. They knocked it out of the park. No lag, quick access to exactly what I need, extremely flexible and customizable.”
You've likely made massive investments in Salesforce and your sales tech stack, but with limited results. Scratchpad Studio helps RevOps unlock the value from those investments. Now you can trust processes are followed without slowing reps down. You have visibility into every update in Salesforce, better data hygiene, and fewer tools to maintain. The result? Happier sales reps working faster and peace of mind for RevOps.
”The more simplistic things can be when you have a heavy tech-stack and selling software in general the better. People don’t need more, they need less. Anything that can reduce clicks and streamline workflows is the name of the game, especially for RevOps. We use Scratchpad across our whole go-to-market org including CS, sales, and account managers.”
Send actionable alerts to Slack to help your sales team celebrate wins, notify reps and managers of opportunities missing next steps, alert RevOps to opportunities missing fields for sales methodologies, and deals with no activity. Stop paying for single use Slack Bots that only create noise. Bring your team together with actionable and proactive notifications in one workspace.
"Scratchpad is super valuable for any mature or growing sales organization. The flexibility and features in Scratchpad make my job as a RevOps professional more accessible and more streamlined.”
Create and deploy battle cards, sales playbooks, competitive intel, and pricing to every rep. Scratchpad Cards are presented to reps directly in their sales notes with contextually relevant information helpful in customer calls.
"Scratchpad has been critical to driving compliance with certain workflows and helping reps stay on top of their pipeline. My reps would quit if I ever took it away!" Mark Reich Sales Enablement, Clio
Create easy workflows with Scratchpad Tiles to help drive methodology adherence like MEDDPICC, MEDDIC, or BANT in a workspace loved by reps. Rest easy knowing your processes are enthusiastically adopted and Salesforce is always up-to-date.
"From a RevOps perspective, Scratchpad drives adoption. It's super easy to create templates for things I want to capture. There are no vendors or platforms similar or do the same things with the ease and speed." Rosalyn Santa Elena, Chief Revenue Operations Officer, Carabiner Group
Your sales team spends hours every day working on notes, todos, updating next steps and opportunity fields. When you use something that long, it should be simple, fast, and delightful.