Scratchpad Blog
How to Analyze Sales Performance: The Complete Guide for Revenue Teams
Learn how to analyze sales performance using data-driven insights and metrics. This guide covers essential KPIs, data quality best practices, and a 5-step process for conducting modern sales analysis.
AI for Sales Managers: Tools, Applications & Implementation
AI transforms how sales managers coach, forecast and lead. Real-time deal insights, automated CRM updates and intelligent nudges empower proactive management.
Transform Your Deal Summaries & Collaborate Faster With AI for Sales
Discover how AI-powered deal summaries provide real-time insights to streamline sales execution. Capture key deal context and drive revenue growth.
Follow Up Call Strategy: From Cold to Closed
Tired of deals stalling after the first call? Learn proven strategies for effective follow-up calls in sales, with tips on what to say and how to prepare.
The New Rules of Salesforce Data Governance | Complete Guide
Salesforce data governance: Ensure data accuracy, security & usability to drive sales execution. Learn the new principles, best practices & AI strategies.
How Top Teams Use AI to Transform Sales | Complete Guide
AI is reshaping sales execution - here's how top teams use it to automate tasks, surface insights, and drive revenue growth without adding burden.
Sales Compliance Made Simple: The Playbook for Sales Teams
Streamline sales compliance with automation, AI-driven guidance, and embedded best practices. Learn how to maintain compliance without slowing down deals.
Sales Handoffs: How to Speed Up Ramp Time and Boost Customer Success
Streamline your sales to customer success handoff process. Eliminate friction, boost efficiency, and accelerate ramp time with these proven strategies.
How to Boost Sales Productivity with AI Automation
Sales productivity measures sales output vs input. Learn how AI automation boosts productivity by streamlining workflows, providing real-time insights and enhancing CRM data.
Sales Process Adoption: Get Reps on the Same Page
Get sales reps aligned with a well-adopted process. Boost forecast accuracy, accelerate onboarding, and unify CRM data. Tips to drive consistent execution.
Sales Task Management: Tips to Minimize Admin Time & Boost Productivity
Streamline sales tasks, boost productivity, and close more deals with proven task management strategies. Cut admin time and focus on selling.
5 Ways To Make Pipeline Reviews Actually Worth Your Time
Tired of unproductive pipeline review meetings? Learn 5 proven strategies to make your sales pipeline reviews more efficient, insightful, and action-oriented.
Salesforce Tips & Tricks: Proven Ways to Get More Out of Salesforce
Practical Salesforce tips to navigate faster, edit records in bulk, build better list views and reports, and automate reminders so reps spend more time selling.
Symptoms & Core Causes of Salesforce Issues + How to Overcome Them
Salesforce issues hurt sales teams: data entry fatigue, incomplete pipeline data, fragmented workflows. Learn why common fixes fail & how AI offers a better approach.
Transform Your Sales Workflow with AI: A Practical Playbook
Optimize your sales process with AI-powered workflows. Automate tasks, improve data accuracy, and close deals faster. Learn how to streamline your sales workflow.
AI for Sales: What's Possible & What's Practical
AI is transforming sales—but what's hype and what's practical? Learn how AI can automate tasks, improve data accuracy, and boost revenue.
AI Sales Closing: 8 Techniques for Faster Deals
Boost sales with AI: streamline workflows, reduce admin tasks, and close deals faster with these 8 effective techniques.
AI Sales Enablement: Boost Selling Capacity and Accuracy
Boost sales capacity and accuracy with AI. Automate tasks, update CRM data, and focus on closing deals. Get started now.
AI Sales Leader: Driving Predictable Revenue with AI
AI sales leaders boost efficiency with AI, streamline CRM updates, and drive consistent revenue growth.
AI Sales: Streamlined Workflows for Mid-Size Teams
Unlock efficient sales workflows with AI tools. Automate CRM tasks and focus on closing deals. Ideal for mid-size teams.
Sales Notes Guide: Capture and Close More Deals
Enhance deal outcomes with effective sales notes. Streamline note-taking using AI tools for seamless sales operations.
Sales Pipeline Dashboard: Achieve Reliable Forecasts
Streamline sales with AI dashboards. Track, forecast, and close deals accurately. Boost efficiency and focus on what matters.
Sales Tracker: Improve CRM Accuracy & Close More Deals
Track sales effectively with AI-powered systems, boost pipeline visibility, and enhance deal closure for better revenue results.
Zero CRM: Simplify Your Sales Workflow & Forecasting
Boost sales efficiency with Zero CRM. Automate tasks, reduce data entry, and focus on closing deals with Scratchpad's seamless solution.
AI Sales Enablement: Improve CRM Accuracy & Results
AI boosts sales by automating CRM updates and enhancing data accuracy, freeing reps to focus on closing deals.
How to Develop an AI Sales Strategy
Transform sales with AI: automate tasks, enhance visibility, and boost efficiency across your sales strategy.
Sales Methodologies: How to Streamline Your Workflow
Streamline sales with proven methodologies to align teams, improve data accuracy, and boost performance using practical frameworks.
12 Sales Fundamentals for Sustained Success
Discover the essential sales fundamentals to connect with customers, close more deals, and drive sustainable business growth.
How to Implement a Data-Driven Sales Strategy
Here’s a step-by-step guide on how to implement a data-driven sales approach and boost your revenue growth.
What Is CRM Data Deduplication? (Tips & Tools)
Discover the benefits of CRM data deduplication along with essential implementation tips to boost accuracy, efficiency, and customer engagement.
Top 17 Sales Methodologies for SaaS (+ How to Pick One)
Explore the best sales methodologies tailored for SaaS businesses. Learn how to choose, implement, and leverage them to drive growth.
How Does the Challenger Sales Model Work? A Step-by-Step Guide
Explore the transformative power of the Challenger Sales model — a sales strategy that teaches you to challenge customer perceptions and redefine sales success.
Command of the Message: Key Steps, Benefits, & Tips
Learn the key stages of the Command of the Message sales methodology, along with benefits, implementation tips, and tools for adoption and efficiency.
How to Master the SPICED Sales Methodology (Step-by-Step Guide)
Learn how to use the SPICED sales methodology to build customer relationships and close deals. Discover its pros and cons, plus implementation tips.
Top 10 Sales Coaching Platforms (Features & Benefits)
Discover the top sales coaching platforms to boost your team’s performance, plus the best practices to improve the ROI of sales coaching.
Mastering Sales Execution: Step-by-Step Guide
From goal setting to pipeline management, discover proven strategies to boost revenue, streamline processes, and achieve sales success.
10 Data Hygiene Best Practices
Discover ten data hygiene best practices to keep your CRM clean, accurate, and ready to support efficient sales and marketing efforts.
The Ultimate Guide to Autonomous AI Agents for Sales Leaders
Uncover benefits, limitations, and implementation roadmap for autonomous AI agents in sales. Learn about cutting-edge tools and applications.
What Is an AI SDR & Do You Need One?
Learn everything about AI SDRs and discover innovative AI sales agents that can streamline your sales processes.
How to Maintain Pipeline Hygiene (+ Tools to Use)
What pipeline hygiene is, how to assess how clean your sales pipeline really is, and seven practical ways to keep deal data accurate week after week.
5 AI Sales Agents That’ll Supercharge Sales
Learn how AI sales agents can automate sales tasks, enhance lead management, and help your team focus on closing more deals with ease.
CRM Data Entry: 7 Key Steps and Best Practices
Implement this 7-step CRM data entry protocol to enhance data integrity, accuracy, and overall CRM effectiveness.
5 Key CRM Automation Examples + Best Practices
Discover the powerful CRM automation examples that can help you streamline tasks, improve customer relationships, and boost business growth.
Top 6 AI-Powered CRMs + How to Use Them
Learn how AI CRM tools transform customer relationships, automate workflows, and drive business growth with real-time insights and smarter decision-making.
11 CRM Problems Sabotaging Your Sales (+ Easy Solutions)
Learn about the most prominent CRM problems and discover solutions and tools to help you avoid and manage them.
The CRM Automation Guide: 4 Top Tools + 5 Best Practices
Discover the key benefits of CRM automation and the top tools that improve efficiency and strengthen customer relationships.
Sales Business Intelligence: How to Use It + 4 Top Tools
Unlock the power of Sales Business Intelligence to drive data-driven decisions, optimize sales strategies, and boost revenue with actionable insights.
How to Build a Single Source of Truth in Salesforce
Unify your customer data with a single source of truth in Salesforce. Discover key benefits and best practices for streamlined business operations.
Target Account Selling: Tips & Strategies to Master It
Discover how Target Account Selling empowers you to focus on high-value accounts, streamline your sales process, and boost your sales success.
10 Top Sales Analytics Software (Features + Pricing)
Discover 10 best sales analytics software to drive sales success. Learn about their key features, benefits, and how to choose the right one.
Predictive Sales Analytics: How It Works + How To Implement
Discover how predictive analytics can improve your sales process. From improving forecast accuracy to optimizing resource allocation, our guide covers it all.
Top 10 Data Enrichment Tools (Features + Pricing)
Discover the top data enrichment tools to enhance your business strategy, boost accuracy, and unlock powerful insights for data-driven decisions.
Bad CRM Data: Why It Matters + How to Fix It
Is bad CRM data clouding your business decisions? Our guide reveals how to transform your messy data into a powerful tool for business growth.
How to Master Salesforce Data Cleansing with AI Tools
Automate Salesforce data cleansing with AI tools. Eliminate bad data, boost sales productivity, and improve pipeline visibility. Learn how.
Mastering Lead Enrichment: Key Tips & Tools
Discover the benefits, tools, and best practices for effective lead enrichment to boost your sales and marketing efforts.
CRM Data Enrichment: Step-by-Step Walkthrough + 5 Tools
Unlock deeper customer insights and boost sales with CRM data enrichment. Discover the best practices and tools to enhance your CRM today!
How to Master CRM Data Management (Tips & Tricks)
Learn about CRM data management, its benefits, best practices, and tools to optimize customer relationships and drive business growth.
How to Improve CRM Data Quality: Essential Tips
Discover essential tips to maintain high CRM data quality. Avoid common mistakes, ensure accurate data, and improve customer interactions.
CRM Data Cleansing Guide: 10 Steps to Boost Sales Efficiency
Learn the importance of CRM data cleansing and the 10 essential steps to maintain accurate, reliable, and up-to-date customer information.
What Is a CRM Database? (+ How to Build and Maintain One)
Discover the benefits of a CRM database, learn how to build and maintain one, and see how it can enhance customer relationships and streamline your business.
60 Key MEDDIC Questions to Qualify Leads
Discover powerful MEDDIC discovery questions that enhance lead qualification, improve win rates, and drive successful sales outcomes.
MEDDIC vs MEDDPICC: Key Differences + How to Pick One
MEDDIC vs MEDDPICC: what the extra P and C add, when each framework fits your sales cycle, and how to roll one out without slowing reps down.
BANT vs MEDDIC: Key Differences + How to Pick One
Discover the key differences between BANT and MEDDIC sales methodologies so you can choose the best approach for effective lead qualification.
What is Salesforce Service GPT and Should You Get It?
Salesforce's Service GPT: A game-changing AI solution or a pricey add-on? We unpack whether it actually helps you in 2024.
Top 20 Sales Methodologies + How to Choose the Right One
Discover the top 20 sales methodologies and how to choose the right one to boost sales efficiency in 2024.
CRM Hygiene: Why It Matters + 4 Best Practices
Discover essential CRM hygiene strategies to keep your data clean, boost productivity, and secure customer information effectively.
Sales Analytics: Benefits, Challenges, and Best Practices
Discover everything about sales analytics, including how it can transform your business by enhancing decision-making and boosting sales performance.
Prospect vs Lead vs Opportunity: Key Differences
Learn the differences between leads, prospects, and sales opportunities. You’ll also discover how to convert leads into paying customers.
Salesforce Sales GPT Explained: 3 Key Features + 4 Benefits
Explore how Sales GPT can reduce your sales cycle length and enhance your processes with AI-driven personalization, call summaries, and more.
What Is Average Deal Size + How to Boost It
Learn how to calculate, leverage, and increase your average deal size with our expert tips.
Einstein Analytics Guide: Features, Setup, Alternatives
Explore a detailed analysis of Einstein Analytics’s capabilities and limitations. Plus, find a simple setup guide to get started smoothly.
How to Create Custom List Views in Salesforce + An Alternative
Learn how to create a custom list view in Salesforce to improve your sales organization and data visibility.
Using ChatGPT for Sales: Key Prompts + Best Practices
Explore key uses, prompts, and best practices of ChatGPT for sales to elevate your sales strategy and achieve better results.
Mastering Value-Based Selling: Insider Tips & Tricks
This guide covers the essentials of value based selling to help you enhance customer engagement, boost sales, build long-term customer relationships, and more.
How to Log a Call in Salesforce (4 Easy Steps)
A step-by-step guide to logging calls in Salesforce, tips for useful call logs, and a faster way to capture call notes without leaving your workflow.
What Is Einstein GPT? Features, Pricing & What Replaced It
What Salesforce Einstein GPT was, its features and launch pricing, how it evolved into Einstein Copilot and Agentforce, and what that means for sales teams.
How to Use AI for Sales Prospecting: 8 Tips + 5 Tools
Discover 8 powerful tips for leveraging AI in sales prospecting and the top 5 tools to get you there.
AI Sales Assistant Guide: Best Practices + Top Picks
Explore the top features of AI sales assistants and how they can solve your sales challenges. And learn how to derive maximum benefit from one.
How to Leverage AI Sales Enablement
Learn how to leverage AI sales enablement for increased business success.
How to Calculate Lead Velocity Rate & Maximize Sales Growth
Learn how to master lead velocity rate to optimize your sales pipeline, enhance lead management, and unlock sustained growth and success.
How to Use AI in B2B Sales: A Practical Guide
Explore how AI in B2B sales boosts operational efficiency and uncover key strategies to navigate risks and maximize its benefits.
How to Export a Salesforce Report to Excel (Step-by-Step)
How to export a Salesforce report to Excel in six steps, how to keep formatting, why exports go stale, and a better way to work pipeline data live.
How to Share a Report in Salesforce
Learn how to share a report in Salesforce, why reports in Salesforce are beneficial for sales teams, and how to keep Salesforce data accurate.
What Is a Record Type in Salesforce? (And Common Mistakes)
What record types are in Salesforce, how they control page layouts and picklists, when to create or retire them, and the mistakes that slow reps down.
How to Merge Accounts in Salesforce
This article explains how to merge accounts in Salesforce and why data quality is so important to maintain for your revenue operations.
What Are Accounts in Salesforce? How to Keep Them Clean
What accounts are in Salesforce, why they matter for pipeline and reporting, the common data-quality challenges, and how to keep account records clean.
The Sales AI Guide: Implementation Tips + Tools
Discover everything about sales AI — from how it works to how to implement it in your SaaS business, its key benefits, and more.
23 AI Sales Tools to Increase Efficiency
Discover the best AI sales tools to boost efficiency and streamline your sales process. Explore key features, pricing, and more.
AI Sales Forecasting: Your Guide to More Profitable Pipelines
Boost your sales forecasting prowess with artificial intelligence. Discover top use cases, core technologies, and how to leverage them efficiently.
Opportunity Teams in Salesforce: Setup, Roles & Best Practices
How Opportunity Teams work in Salesforce, how they differ from Account Teams, roles and access levels, and best practices for team selling.
What is Salesforce Data Migration + 3 Steps to Ensure Safe Data Migration
This article explains what Salesforce data migration is and a 3-step plan on how to successfully execute the process.
Harnessing Salesforce Maps for Enhanced Sales Territory Management
This article explains what Salesforce maps are and how sales teams use them to achieve better results and organization.
Salesforce Territory Management: What Is It, How to Employ + Risks to Avoid
Get a full understanding of Salesforce Territory Management including how to employ it and pitfalls to avoid when doing so.
How to Get (& Convert) More Sales Qualified Leads
Master the secrets to converting SQLs into sales. Our article offers a deep dive into strategies and metrics for achieving sales excellence.
How to Calculate & Optimize Win Rate
Learn how to track your win rate and discover how to leverage this essential metric for ongoing sales success.
What Are Salesforce Queues + Step-by-Step Guide
What Salesforce queues are, the components that make them work, and a step-by-step guide to setting one up for leads, cases, and custom objects.
What Is Solution Selling? + How to Implement It
Discover everything about solution selling — from how it works to its seven key stages, benefits, tips on how to implement this sales method, and more.
What Is Net Revenue Retention? (How to Calculate & Improve It)
Discover everything about Net Revenue Retention, including how to calculate it, how to improve it, and how it boosts financial health and customer loyalty.
Top 17 Sales Pipeline Management Tools
Explore our top picks for the best sales pipeline management tools available. Discover key features, pricing and more.
Top 11 Salesforce Apps (Features + Pricing)
Discover the ten best Salesforce apps available today. We’ll highlight their features, pricing and more.
Marketing Qualified Leads (MQLs): The Complete Guide
Discover what MQLs are, how to generate and nurture them, and how they differ from SQLs.
Sales Velocity: How to Calculate & Improve It
Discover the critical role of sales velocity in business growth, covering its key components, along with improvement strategies.
How to Master the 6 Key Sales Pipeline Stages
Explore the six sales pipeline stages and how to manage them to accelerate deal progression.
What Is BANT? 4 Key Elements + Alternatives
Explore the BANT sales qualification framework, its pros and cons, and how it compares with modern sales methodologies in 2024.
Salesforce Chatter: Everything You Need to Know
Discover everything you need to know about Salesforce chatter and why it can be critical to your sales success.
What Is MEDDPICC? 8 Key Elements + How to Apply It
Discover what the MEDDPICC sales methodology is, including its components and how to apply them in your sales processes.
How to Create & Manage a Salesforce Pipeline
Discover the eight essential steps to build and manage a Salesforce pipeline to skyrocket sales performance.
Salesforce Leads vs. Contacts: Key Differences
Discover the differences between Salesforce leads vs contacts in our detailed comparison guide.
Salesforce Leads vs. Opportunities: Key Differences
Discover the differences between Salesforce leads vs opportunities in our detailed comparison guide.
Top 11 Salesforce Chrome Extensions
Discover the most powerful Salesforce Chrome extensions to level up your sales game.
Salesforce Opportunity Stages Explained + Tutorial
Learn about what Salesforce opportunity stages are and how to customize them. Also, discover a powerful tool to level-up Salesforce.
Top 11 Sales Forecasting Software Tools
Optimize your sales forecasting with these top forecasting tools. Additionally, discover how to choose the right software.
Sales Pipeline Health: Top 5 Indicators + Best Practices
Discover the top indicators and benefits of a healthy sales pipeline, along with tips on how to build a healthy sales pipeline, key metrics to track, and more.
Sales Pipeline Visibility: Why It Matters + How to Improve It
Learn everything about sales pipeline visibility — from why it’s important to factors that lead to poor sales pipeline visibility, how to improve it, and more.
How to Master Sales Pipeline Management
Gain insights on common pipeline management pitfalls, best practices, and the best tool to help you out.
17 Vital Pipeline Metrics + How to Track Them
Discover the most important pipeline metrics to monitor to boost sales efficiency and growth. Also, discover an easy way to track them.
20+ Key Sales Metrics to Track
Discover the key sales metrics you need to track, why they matter, and how to calculate them.
Demand Planning: How It Works + How to Master It
Discover everything about demand planning — from how it works, why it’s important, its three crucial elements, and more.
How to Create Salesforce Dashboards + A Better Way to Get Visibility
A step by step guide to creating Salesforce dashboards and a better way to get accurate visibility into your pipeline.
How to Create Salesforce Reports: + A Better Way to Inspect Pipelines
How Sales Leaders can get more out of Salesforce reports with a step by step guide and a better way to gain visibility and inspect deals and pipeline.
Top 8 Sales Forecasting Methods + How to Pick One
Discover the top eight sales forecasting methods, tips on how to choose the right method, and more.
Sales Forecasting in Excel: Step-by-Step Guide + A Better Way
Master sales forecasting in Excel with our step-by-step guide. Dive into the three key Excel forecasting models, and a superior solution.
Salesforce Forecasting: 6 Steps to Set it Up + A Better Solution
Learn everything about Salesforce forecasting, including a step-by-step guide on how to set it up and how to improve its forecasting.
Ultimate Sales Forecasting Guide and a Better Way to Forecast
Have you ever wanted to know all about sales forecasting? You are in luck. We’ve put together the Ultimate Sales Forecasting Guide to help you learn the steps to plan a better sales forecast and discover tools to automate so you don’t spend hours a week in spreadsheets or Salesforce reports.
Scratchpad named a Momentum Leader the 5th quarter in a row on the G2
We know. Everyone gets a G2 Momentum Grid Award for something, but we’re serious when we tell you that ours is the most important.That’s because Scratchpad is a Momentum Leader for the 5th quarter in a row!!!!
How to Rock Your Sales Forecasting Meeting 🤘
Ever attended a forecasting meeting and wished you had a soundtrack that encapsulated all the highs, lows, and breakthroughs? Welcome to the Sales Forecasting Mixtape: Vol 1, our uniquely curated playlist that harmonizes the world of music with the intricate dynamics of forecasting.
This Is The Year Our Sales Force Will Be Good at Salesforce! (No, it’s not.)
Is this the year your sales force will be good at Salesforce? Probably not. In this post, we unpack why and what you can do about it.
Sales Are Dope: The New Comedy Series About Sales
We're excited to present the official trailer for Sales Are Dope! This series follows the west coast sales team of a series-A, Silly Valley Startup called Suckle. You'll laugh, you'll cry, and you'll definitely want more.
How Do We Fix the Divide Between Sales and Ops
82% of Ops and Sales professionals say that there’s a divide between the two. In this post, we unpack why there is a divide and what can be done to fix it.
The Shift from IC to Manager: How to Avoid Pitfalls and Ensure Success
Congratulations! You just got promoted from account executive to sales manager… but now what? In this post, we interview Sales Leaders at Asana and Leap to unpack actionable tips for making the transition.
Scratchpad Delights Revenue Leaders & Reps in 2023! G2 Announces Scratchpad as a Leader in Satisfaction and Sales Products
Thanks to the support from all of our customers, G2 has named Scratchpad a Top 100 leader With the Highest Satisfaction and a Top 50 for Sales Products for the second year in a row! 🚀
What Is Gap Selling? (How to Use It + 8 Key Benefits)
Learn everything about gap selling and discover how it can help you bridge the gap between your customers’ current state and their goals.
Log A Call — The fastest experience for logging calls in Salesforce
Log a call is the fastest and easiest way to log calls so your frontline reps can focus on pipeline generation and your sales managers can effectively manage rep performance.
The 3 Most Important Traits for Every Sales Manager
Ben set out to learn what the most important traits are for every successful sales manager. From research, polls on @Scratchpad_Sales on Instagram, and conducting interviews with excellent sales managers, he discovered the absolutely foolproof, silver bullet, no doubt formula for great sales managers.
How Crunchbase Ran a Successful Sales Process With Scratchpad Resulting in a 30% Reduction in Their Sales Cycle
Poor salesforce hygiene almost feels like a pre-requisite for sales leaders like Ang McManamon, VP of Sales at Crunchbase. But that’s before her team implemented Scratchpad at the beginning of 2022. Since then, Scratchpad has helped her team decrease their sales cycle by 30% while increasing total pipeline generated by 43%.
Top IC to Sales Manager: The Case for and Against
In a recent Scratchpad Instagram poll, 76% of respondents said promoting your top performing IC to a sales manager is a bad idea. If you’re in the sales industry it’s the counter-intuitive, yet common sentiment. In this article, we unpack why.
Top Performers: Who Are They and How Do I Find Them?
Having a team of high performers can make or break your sales team. Our investigative writer, Ben Gould, collects some data and talks to sales leaders to unpack who top performers are and how to find them.
What Is MEDDIC? 6 Key Elements + How to Apply It
Learn everything about the MEDDIC sales framework and discover tips on how to apply it to improve sales effectiveness.
Introducing Notes Auto-Sync — The Easiest Way to Get Notes Into Salesforce
Introducing Notes Auto-Sync — the easiest way to get notes into Salesforce. RevOps can set up Scratchpad to capture every update to a sales note, automatically syncing all reps’ notes to Salesforce without reminders or worry.
The Next Moneyball Moment Already Happened: It’s Called RevOps.
As tech companies shift from growth at all costs to durability and doing more with less, RevOps is more important than ever. Learn what makes RevOps the Moneyball for tech companies today and how it can transform your GTM team as we enter a new macroeconomic climate.
Coach, Don’t Tell: How to Become a Stand-Out Sales Coach and Lead Your Team to Peak Performance
Businesses that have built a culture of coaching report they bring in more revenue than their competitors. Yet, most sales reps say they’re getting less than one hour of coaching per week. In this post, we unpack why this is and what you can do to become a stand out sales coach.
Bring Your Sales Data to Life with Conditional Highlighting
Scratchpad introduces conditional highlighting - the fastest and easiest way to bring dark Salesforce data to light, giving managers clear, color-coded visibility into deals that need action. This means improved 1:1’s, better coaching opportunities, and more reliable forecasts.
7 Ways for RevOps to Drive Sales Process Adoption
You've been there. You implement a new field, step, or rule in the sales process and getting salespeople to adopt it is like pushing a boulder up a hill. In this post, learn 7 ways that you can drive enthusiastic adoption of your sales process.
Revenue Teams Have Spoken! Scratchpad Was Chosen as a G2 Leader
Scratchpad wins 37 badges in the G2 Winter 2022 Reports.
A Better Way to Create New Salesforce Records
Introducing the simplest way to discover and create new records that automatically connect with the associated parent record - including for any custom object.
Salesforce Notes: Turn Your Sales Notes into Next Steps Without Manual Work
Salesforce is a phenomenal database and the must-have CRM for most mid market and enterprise companies. But, as the place where salespeople love to do their work, it has a lot of drawbacks. One of those drawbacks is sales notes. Learn why and a better way to take sales notes in this post.
Take Greater Command of your Salesforce Reports
Command of Reports brings all the information you want into one pane of glass, making it easier and faster to get to what you need (including data from other Salesforce objects!) - right from your Salesforce reports.
CaptivateIQ Drives Trust in Data With Scratchpad
Scratchpad helps CaptivateIQ's GTM team increase pipeline creation by 25% and improve data hygiene by 70%.
10 Slack Automations for RevOps That Revenue Teams Actually Use
RevOps Slack automations in the form of alerts are often ignored by revenue teams because they create more noise than signal. But not these ones.
Scratchpad Studio Helps Revenue Operations Take the Complexity Out of the Sales Tech Stack
Scratchpad Studio is the world’s first RevOps toolkit designed to take the complexity out of the sales tech stack, drive process adoption, and close the gap in data growing outside of Salesforce.
Tremendous Customer Love Fuels Unprecedented Growth Year for Scratchpad
Scratchpad, pioneer and leader of the workspace for revenue teams, announced a record year of growth, including being named to G2’s 2022 Best Software Awards in Highest Satisfaction Products 2022, Best Sales Products 2022 and Fastest Growing Products 2022.
Scratchpad Raises $33 Million Series B Funding as Demand for its Revenue Team Workspace Soars
Scratchpad is the only solution that truly consolidates tools sales teams use within a single, unified revenue team workspace instantly connected to Salesforce, including: spreadsheets, task managers, chat, deal collaboration, sales notes, and pipeline management.
Scratchpad Introduces New Experience for Top Sales Performers, Connecting Calendar, Notes, and Salesforce into One Unified Workspace
Scratchpad now unifies calendar, tasks, sales notes, and Salesforce. For the first time ever, any account executive, sales development representative (SDR), or sales manager using Salesforce can access and create notes, add and enrich new contacts, create and manage tasks directly from their calendar.
Scratchpad Produces New Sales Podcast and Partners with Corporate Bro, Slicing Through the Noise of Useless Sales Tips and Tricks
The Beyond Quota podcast will be available on popular podcast platforms and Scratchpad.com. Users and customers of Scratchpad will gain early access to video episodes and exclusive content via the Scratchpad app.
Sales Hacker: How to Improve Your Sales Process with Pouyan Salehi
Pouyan Salehi shares insights for improving sales processes on the Sales Hacker Podcast.
Scratchpad Command lets you update Salesforce from anywhere on the web
Scratchpad develops a suite of tools that integrate with Salesforce — spanning notes, spreadsheets, tasks, search, and more.
Scratchpad Command Empowers Revenue Teams with the Fastest Way to Access and Update Salesforce from Any Web App—for Free
Scratchpad, Inc., pioneer and leader of the workspace for revenue teams, today announced it has secured $13 million in Series A funding led by Craft Ventures, with participation from Accel.
Why Craft Ventures Invested in Scratchpad
Scratchpad joins Craft’s portfolio of bottom-up SaaS companies like ClickUp, SourceGraph, and OpenPhone who have mastered this type of go-to-market motion, which combines B2C growth tactics with a B2B revenue model. There’s nothing better than when ARR goes viral! This keiretsu of bottom-up SaaS companies are already sharing best practices and learning from each other.
Scratchpad raises $13 million to power-up Salesforce with a productivity workspace for sales teams
Scratchpad snags $13M Series A to simplify Salesforce data entry
Welcoming David Sacks and Craft Ventures to Scratchpad. A little story on how we got here.
A couple years ago we started with a question: Why do salespeople use so many browser tabs to do their jobs?
Scratchpad announces $3.6M seed to put workspace on top of Salesforce
Scratchpad Secures $13 Million in Series A Funding to Bring Comprehensive Workspace to Revenue Teams
Scratchpad, Inc., pioneer and leader of the workspace for revenue teams, today announced it has secured $13 million in Series A funding led by Craft Ventures, with participation from Accel.
Joining Scratchpad: an opportunity to help revenue teams master sales performance
VP of Marketing, Nate Odell shares his thoughts on why Scratchpad will dominate the revenue team workspace category.