Discover the benefits, tools, and best practices for effective lead enrichment to boost your sales and marketing efforts.

Unlock deeper customer insights and boost sales with CRM data enrichment. Discover the best practices and tools to enhance your CRM today!

Learn about CRM data management, its benefits, best practices, and tools to optimize customer relationships and drive business growth.

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

Learn the importance of CRM data cleansing and the 10 essential steps to maintain accurate, reliable, and up-to-date customer information.

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.

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

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

Discover the key differences between BANT and MEDDIC sales methodologies so you can choose the best approach for effective lead qualification.

Salesforce's Service GPT: A game-changing AI solution or a pricey add-on? We unpack whether it actually helps you in 2024.

Discover the top 20 sales methodologies and how to choose the right one to boost sales efficiency in 2024.

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

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

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

Explore how Sales GPT can reduce your sales cycle length and enhance your processes with AI-driven personalization, call summaries, and more.

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

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

Learn how to create a custom list view in Salesforce to improve your sales organization and data visibility.

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

This guide covers the essentials of value based selling to help you enhance customer engagement, boost sales, build long-term customer relationships, and more.

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

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

Discover 8 powerful tips for leveraging AI in sales prospecting and the top 5 tools to get you there.

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.

Learn how to master lead velocity rate to optimize your sales pipeline, enhance lead management, and unlock sustained growth and success.

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

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

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

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

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

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

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

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.

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

Boost your sales forecasting prowess with artificial intelligence. Discover top use cases, core technologies, and how to leverage them efficiently in 2024.

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

This article explains what Salesforce maps are and how sales teams use them to achieve better results and organization.

This article explains what Salesforce data migration is and a 3-step plan on how to successfully execute the process.

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

Get a full understanding of Salesforce Territory Management including how to employ it and pitfalls to avoid when doing so.

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

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

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.

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.

Discover everything about Net Revenue Retention, including how to calculate it, how to improve it, and how it boosts financial health and customer loyalty.

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

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

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

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

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

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

Explore the BANT sales qualification framework, its pros and cons, and how it compares with modern sales methodologies in 2024.

Discover what the MEDDPICC sales methodology is, including its components and how to apply them in your sales processes.

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

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

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

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

Learn about what Salesforce opportunity stages are and how to customize them. Also, discover a powerful tool to level-up Salesforce.

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

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.

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.

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

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

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

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

A step by step guide to creating Salesforce dashboards and a better way to get accurate visibility into your pipeline.

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.

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

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

Master sales forecasting in Excel with our step-by-step guide. Dive into the three key Excel forecasting models, and a superior solution.

Learn everything about Salesforce forecasting, including a step-by-step guide on how to set it up and how to improve its forecasting.

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.

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!!!!

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.

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.

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.

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.

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.

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.

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! 🚀

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 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.

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.

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%.

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.

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.

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

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.

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.

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.

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.

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.

Scratchpad wins 37 badges in the G2 Winter 2022 Reports.

Introducing the simplest way to discover and create new records that automatically connect with the associated parent record - including for any custom object.

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.

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.

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.

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

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.

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.