How to Improve CRM Data Quality in 2024: Essential Tips

How to Improve CRM Data Quality in 2024: Essential Tips

Discover essential tips to maintain high CRM data quality. Avoid common mistakes, ensure accurate data, and improve customer interactions.

July 11, 2024
Ben Gould
CRM Data Cleansing Guide: 10 Steps to Boost Sales Efficiency

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.

June 25, 2024
Ben Gould
What Is a CRM Database? (+ How to Build and Maintain One)

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.

June 20, 2024
Ben Gould
60 Key MEDDIC Questions to Qualify Leads in 2024

60 Key MEDDIC Questions to Qualify Leads in 2024

Discover powerful MEDDIC discovery questions that enhance lead qualification, improve win rates, and drive successful sales outcomes.

June 18, 2024
Ben Gould
MEDDIC vs MEDDPICC: Key Differences + How to Pick One

MEDDIC vs MEDDPICC: Key Differences + How to Pick One

Compare MEDDIC and MEDDPICC to determine which sales methodology best suits your team's objectives and sales complexity.

June 14, 2024
Ben Gould
BANT vs MEDDIC: Key Differences + How to Pick One

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.

June 12, 2024
Ben Gould
What is Salesforce Service GPT and Should You Get It?

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.

June 10, 2024
Ben Gould
Top 20 Sales Methodologies + How to Choose the Right One

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.

June 6, 2024
Ben Gould
CRM Hygiene: Why It Matters + 4 Best Practices (2024)

CRM Hygiene: Why It Matters + 4 Best Practices (2024)

Discover essential CRM hygiene strategies to keep your data clean, boost productivity, and secure customer information effectively.

June 4, 2024
Ben Gould
Sales Analytics: Best Practices + Tools to Use (2024)

Sales Analytics: Best Practices + Tools to Use (2024)

Discover everything about sales analytics, including how it can transform your business by enhancing decision-making and boosting sales performance.

May 27, 2024
Ben Gould
Prospect vs Lead vs Opportunity: Key Differences (2024)

Prospect vs Lead vs Opportunity: Key Differences (2024)

Learn the differences between leads, prospects, and sales opportunities. You’ll also discover how to convert leads into paying customers.

May 10, 2024
Ben Gould
Salesforce Sales GPT Explained: 3 Key Features + 4 Benefits

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.

April 30, 2024
Ben Gould
What Is Average Deal Size + How to Boost It in 2024

What Is Average Deal Size + How to Boost It in 2024

Learn how to calculate, leverage, and increase your average deal size in 2024 with our expert tips.

April 26, 2024
Ben Gould
Einstein Analytics Guide: Features, Setup, Alternatives (2024)

Einstein Analytics Guide: Features, Setup, Alternatives (2024)

Explore a detailed analysis of Einstein Analytics’s capabilities and limitations in 2024. Plus, find a simple setup guide to get started smoothly.

April 24, 2024
Ben Gould
How to Create Custom List Views in Salesforce + An Alternative

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.

April 22, 2024
Ben Gould
Using ChatGPT for Sales in 2024: Key Prompts + Best Practices

Using ChatGPT for Sales in 2024: Key Prompts + Best Practices

Explore key uses, prompts, and best practices of ChatGPT for sales to elevate your sales strategy and achieve better results.

April 12, 2024
Ben Gould
Mastering Value Based Selling in 2024: Insider Tips & Tricks

Mastering Value Based Selling in 2024: 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.

April 10, 2024
Ben Gould
How to Log a Call in Salesforce in 2024 (4 Easy Steps)

How to Log a Call in Salesforce in 2024 (4 Easy Steps)

Learn how to log a call in Salesforce for better visibility and sales productivity.

April 9, 2024
Ben Gould
What Is Einstein GPT? 5 Features to Use + 7 Benefits

What Is Einstein GPT? 5 Features to Use + 7 Benefits

Explore the game-changing capabilities of Salesforce Einstein GPT. Discover how to use it to give your sales operations a boost.

April 8, 2024
Ben Gould
How to Use AI for Sales Prospecting: 8 Tips + 5 Tools

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.

April 3, 2024
Ben Gould
AI Sales Assistant Guide: Best Practices + Top Picks (2024)

AI Sales Assistant Guide: Best Practices + Top Picks (2024)

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.

March 27, 2024
Ben Gould
How to Calculate Lead Velocity Rate & Maximize Sales Growth

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.

March 22, 2024
Ben Gould
How to Leverage AI Sales Enablement in 2024

How to Leverage AI Sales Enablement in 2024

Learn how to leverage AI sales enablement for increased business success in 2024.

March 22, 2024
Ben Gould
The 2024 Guide to Using AI in B2B Sales

The 2024 Guide to Using AI in B2B Sales

Explore how AI in B2B sales boosts operational efficiency and uncover key strategies to navigate risks and maximize its benefits.

March 20, 2024
Ben Gould
What Is A Record Type in Salesforce & Why You Might Be Using Them Incorrectly

What Is A Record Type in Salesforce & Why You Might Be Using Them Incorrectly

This article explains what record types are in Salesforce and how to use them correctly.

March 20, 2024
Ben Gould
How to Export a Salesforce Report to Excel + A Better Way to Visualize Data

How to Export a Salesforce Report to Excel + A Better Way to Visualize Data

Learn how to export a Salesforce report to Excel and discover a better way to get pipeline visibility.

March 20, 2024
Ben Gould
How to Share a Report in Salesforce (2024 Guide)

How to Share a Report in Salesforce (2024 Guide)

Learn how to share a report in Salesforce, why reports in Salesforce are beneficial for sales teams, and how to keep Salesforce data accurate.

March 20, 2024
Ben Gould
How to Merge Accounts in Salesforce in 2024

How to Merge Accounts in Salesforce in 2024

This article explains how to merge accounts in Salesforce and why data quality is so important to maintain for your revenue operations.

March 13, 2024
Ben Gould
What Are Accounts in Salesforce + How to Maintain Them in 2024

What Are Accounts in Salesforce + How to Maintain Them in 2024

This article explains what accounts in Salesforce are, why they’re important, and how to maintain them.

March 13, 2024
Ben Gould
The 2024 Sales AI Guide: Implementation Tips + Tools

The 2024 Sales AI Guide: Implementation Tips + Tools

Discover everything about sales AI — from how it works to how to implement it in your SaaS business in 2024, its key benefits, and more.

March 1, 2024
Ben Gould
23 AI Sales Tools to Increase Efficiency in 2024

23 AI Sales Tools to Increase Efficiency in 2024

Discover the best AI sales tools to boost efficiency and streamline your sales process in 2024. Explore key features, pricing, and more.

February 29, 2024
Ben Gould
AI Sales Forecasting in 2024: Your Guide to More Profitable Pipelines

AI Sales Forecasting in 2024: 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 in 2024.

February 27, 2024
Ben Gould
Opportunity Teams in Salesforce: 2024 Guide

Opportunity Teams in Salesforce: 2024 Guide

This article explains what opportunity teams in Salesforce are and how to utilize them in your sales organization.

February 26, 2024
opportunity-teams-salesforce
Harnessing Salesforce Maps for Enhanced Sales Territory Management

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.

February 26, 2024
Ben Gould
What is Salesforce Data Migration + 3 Steps to Ensure Safe Data Migration

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.

February 26, 2024
Ben Gould
How to Calculate & Optimize Win Rate in 2024

How to Calculate & Optimize Win Rate in 2024

Learn how to track your win rate and discover how to leverage this essential metric for ongoing sales success.

February 15, 2024
Ben Gould
Salesforce Territory Management: What Is It, How to Employ + Risks to Avoid

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.

February 15, 2024
Ben Gould
How to Get (& Convert) More Sales Qualified Leads in 2024

How to Get (& Convert) More Sales Qualified Leads in 2024

Master the secrets to converting SQLs into sales. Our article offers a deep dive into strategies and metrics for achieving sales excellence.

February 15, 2024
Ben Gould
What Are Salesforce Queues + Step-by-Step Guide

What Are Salesforce Queues + Step-by-Step Guide

Learn all about Salesforce queues, including what they are, how to set them up, and an easier way to streamline pipeline management.

February 8, 2024
Ben Gould
What Is Solution Selling? + How to Implement It in 2024

What Is Solution Selling? + How to Implement It in 2024

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.

February 8, 2024
Ben Gould
What Is the Sandler Sales Methodology? + How to Implement It

What Is the Sandler Sales Methodology? + How to Implement It

Discover everything about the Sandler sales methodology, including how to determine if it’s right for your business and tips on how to implement it.

January 31, 2024
Ben Gould
What Is Net Revenue Retention? (How to Calculate & Improve It)

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.

January 31, 2024
Ben Gould
Top 17 Sales Pipeline Management Tools in 2024

Top 17 Sales Pipeline Management Tools in 2024

Explore our top picks for the best sales pipeline management tools available in 2024. Discover key features, pricing and more.

January 29, 2024
Ben Gould
Top 11 Salesforce Apps in 2024 (Features + Pricing)

Top 11 Salesforce Apps in 2024 (Features + Pricing)

Discover the ten best Salesforce apps available today. We’ll highlight their features, pricing and more.

January 23, 2024
Ben Gould
Sales Velocity: How to Calculate & Improve It in 2024

Sales Velocity: How to Calculate & Improve It in 2024

Discover the critical role of sales velocity in business growth, covering its key components, along with improvement strategies.

January 19, 2024
Ben Gould
The 2024 Guide to Marketing Qualified Leads (MQLs)

The 2024 Guide to Marketing Qualified Leads (MQLs)

Discover what MQLs are, how to generate and nurture them in 2024, and how they differ from SQLs.

January 19, 2024
Ben Gould
How to Master the 6 Key Sales Pipeline Stages in 2024

How to Master the 6 Key Sales Pipeline Stages in 2024

Explore the six sales pipeline stages and how to manage them to accelerate deal progression.

January 9, 2024
Ben Gould
Salesforce Chatter: Everything You Need to Know in 2024

Salesforce Chatter: Everything You Need to Know in 2024

Discover everything you need to know about Salesforce chatter and why it can be critical to your sales success.

January 5, 2024
Ben Gould
What Is BANT? 4 Key Elements + Alternatives

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.

January 5, 2024
Ben Gould
What Is MEDDPICC? 8 Key Elements + How to Apply It

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.

January 3, 2024
Ben Gould
How to Create & Manage a Salesforce Pipeline (2024)

How to Create & Manage a Salesforce Pipeline (2024)

Discover the eight essential steps to build and manage a Salesforce pipeline to skyrocket sales performance.

January 3, 2024
Ben Gould
Salesforce Leads vs. Contacts: 2024 Comparison

Salesforce Leads vs. Contacts: 2024 Comparison

Discover the differences between Salesforce leads vs contacts in our detailed comparison guide.

December 20, 2023
Ben Gould
Salesforce Leads vs. Opportunities: 2024 Guide

Salesforce Leads vs. Opportunities: 2024 Guide

Discover the differences between Salesforce leads vs opportunities in our detailed comparison guide.

December 20, 2023
Ben Gould
Top 11 Salesforce Chrome Extensions in 2024

Top 11 Salesforce Chrome Extensions in 2024

Discover the most powerful Salesforce Chrome extensions to level up your sales game in 2024.

December 15, 2023
Ben Gould
Salesforce Opportunity Stages Explained + Tutorial

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.

December 15, 2023
Ben Gould
Top 11 Sales Forecasting Software in 2024

Top 11 Sales Forecasting Software in 2024

Optimize your sales forecasting in 2024 with these top forecasting tools. Additionally, discover how to choose the right software.

December 12, 2023
Ben Gould
Sales Pipeline Health: Top 5 Indicators + Best Practices

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.

December 12, 2023
Ben Gould
Sales Pipeline Visibility: Why It Matters + How to Improve It

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.

December 8, 2023
Ben Gould
How to Master Sales Pipeline Management in 2024

How to Master Sales Pipeline Management in 2024

Gain insights on common pipeline management pitfalls, best practices, and the best tool to help you out.

December 7, 2023
Ben Gould
17 Vital Pipeline Metrics + How to Track (2024)

17 Vital Pipeline Metrics + How to Track (2024)

Discover the most important pipeline metrics to monitor to boost sales efficiency and growth. Also, discover an easy way to track them.

December 6, 2023
Ben Gould
20+ Key Sales Metrics To Track In 2024

20+ Key Sales Metrics To Track In 2024

Discover the key sales metrics you need to track in 2024, why they matter, and how to calculate them.

December 6, 2023
Ben Gould
Demand Planning: How It Works + How to Master It (2024)

Demand Planning: How It Works + How to Master It (2024)

Discover everything about demand planning — from how it works, why it’s important, its three crucial elements, and more.

November 30, 2023
Ben Gould
How to Create Salesforce Dashboards + A Better Way to Get Visibility

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.

November 29, 2023
Ben Gould
How to Create Salesforce Reports: + A Better Way to Inspect Pipelines

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.

November 29, 2023
Ben Gould
Top 8 Sales Forecasting Methods + How to Pick One (2024)

Top 8 Sales Forecasting Methods + How to Pick One (2024)

Discover the top eight sales forecasting methods, tips on how to choose the right method, and more.

November 28, 2023
Ben Gould
Pipeline Coverage: How to Calculate & Analyze (2024)

Pipeline Coverage: How to Calculate & Analyze (2024)

Learn what pipeline coverage is, how to calculate it, and how to leverage it for better sales pipeline health.

November 22, 2023
Ben Gould
Sales Forecasting in Excel: Step-by-Step Guide + A Better Way

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.

November 17, 2023
Ben Gould
Salesforce Forecasting: 6 Steps to Set it Up + A Better 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.

November 13, 2023
Ben Gould
Ultimate Sales Forecasting Guide (2024) and A Better Way to Forecast

Ultimate Sales Forecasting Guide (2024) 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.

November 2, 2023
Ben Gould
Scratchpad named a Momentum Leader the 5th quarter in a row on the G2

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!!!!

June 27, 2023
Ben Gould
How to Rock Your Sales Forecasting Meeting 🤘

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.

June 22, 2023
Kevin Olivieri
This Is The Year Our Sales Force Will Be Good at Salesforce! (No, it’s not.)

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.

March 24, 2023
Ben Gould
Sales Are Dope: The New Comedy Series About Sales

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.

March 21, 2023
Ben Gould
How Do We Fix the Divide Between Sales and Ops

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.

February 23, 2023
Ben Gould
7 Sales Productivity Hacks to Help Grow Your Pipeline –– Even During a Downturn

7 Sales Productivity Hacks to Help Grow Your Pipeline –– Even During a Downturn

Tap into these seven hacks to fuel productivity across your sales team and, in turn, produce continued business growth –– or, at the very least, survival –– amid the belt-tightening happening at organizations everywhere.

February 14, 2023
Melisse Lombard
The Shift from IC to Manager: How to Avoid Pitfalls and Ensure Success

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.

February 13, 2023
Ben Gould
Scratchpad Delights Revenue Leaders & Reps in 2023! G2 Announces Scratchpad as a Leader in Satisfaction and Sales Products

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! 🚀

February 10, 2023
Kareem Azees
What Is Gap Selling? (How to Use It + 8 Key Benefits)

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.

February 10, 2023
Melisse Lombard
Log A Call — The fastest experience for logging calls in Salesforce

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.

February 8, 2023
Michelle Agroskin
The 3 Most Important Traits for Every Sales Manager

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.

February 6, 2023
Ben Gould
How Crunchbase Ran a Successful Sales Process With Scratchpad Resulting in a 30% Reduction in Their Sales Cycle

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%.

February 1, 2023
Ben Gould
Top IC to Sales Manager: The Case for and Against

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.

January 18, 2023
Ben Gould
Top Performers: Who Are They and How Do I Find Them?

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.

January 17, 2023
Ben Gould
What Is MEDDIC? 6 Key Elements + How To Apply It (2024)

What Is MEDDIC? 6 Key Elements + How To Apply It (2024)

Learn everything about the MEDDIC sales framework and discover tips on how to apply it to improve sales effectiveness.

January 13, 2023
Melisse Lombard
The Next Moneyball Moment Already Happened: It’s Called RevOps.

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.

December 20, 2022
Ben Gould
Coach, Don’t Tell: How to Become a Stand-Out Sales Coach and Lead Your Team to Peak Performance

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.

December 20, 2022
Melisse Lombard
Introducing Notes Auto-Sync — The Easiest Way to Get Notes Into Salesforce

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.

December 19, 2022
Michelle Agroskin
Bring Your Sales Data to Life with Conditional Highlighting

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.

December 14, 2022
Kevin Olivieri
7 Ways for RevOps to Drive Sales Process Adoption

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.

December 14, 2022
Kareem Azees
Revenue Teams Have Spoken! Scratchpad Was Chosen as a G2 Leader

Revenue Teams Have Spoken! Scratchpad Was Chosen as a G2 Leader

Scratchpad wins 37 badges in the G2 Winter 2022 Reports.

December 13, 2022
Kareem Azees
A Better Way to Create New Salesforce Records

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.

December 8, 2022
Kevin Olivieri
Salesforce Notes: Turn Your Sales Notes into Next Steps Without Manual Work

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.

December 7, 2022
Nate Odell
Sloppy Sales Handoffs: Why They’re Killing Your Retention and How to Sidestep Them

Sloppy Sales Handoffs: Why They’re Killing Your Retention and How to Sidestep Them

More than 60% of customers walk away from a brand and move to a competitor just after one negative experience. Learn how you can sidestep bad experiences with smooth handoffs.

December 5, 2022
Melisse Lombard
Take Greater Command of your Salesforce Reports

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.

December 1, 2022
Kevin Olivieri
CaptivateIQ Drives Trust in Data With Scratchpad

CaptivateIQ Drives Trust in Data With Scratchpad

Scratchpad helps CaptivateIQ's GTM team increase pipeline creation by 25% and improve data hygiene by 70%.

November 1, 2022
Scratchpad
Beyond “Dirty Data”: What’s Really Keeping Salesforce from Becoming Your Source of Truth?

Beyond “Dirty Data”: What’s Really Keeping Salesforce from Becoming Your Source of Truth?

Too many companies today still can't trust their CRM as a “single source of truth”. Here are the root causes holding them back and how RevOps can solve them.

October 18, 2022
Scratchpad
10 Slack Automations for RevOps That Revenue Teams Actually Use

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.

September 6, 2022
Scratchpad
Scratchpad Studio Helps Revenue Operations Take the Complexity Out of the Sales Tech Stack

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. 

July 25, 2022
Scratchpad
Scratchpad Introduces the First Inbox and Deal Alert System Built for Revenue Teams

Scratchpad Introduces the First Inbox and Deal Alert System Built for Revenue Teams

Scratchpad announced the immediate availability of the first inbox and deal alert system built for salespeople to cut through the noise and clutter of notifications, often sent through Slack or email, disrupting their day-to-day workflows.

March 17, 2022
Scratchpad
Tremendous Customer Love Fuels Unprecedented Growth Year for Scratchpad

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.

March 1, 2022
Scratchpad