Coordinating account prioritization and closing strategies can be difficult when working across teams, especially when using multiple tools. Scratchpad Tiles allows for efficient collaboration among SDRs, SEs, reps, and managers to consolidate and record critical information in one place, ensuring everyone is on the same page.
Poor handoffs often occur due to basic housekeeping such as poorly maintained sales notes, undocumented account history, and unclear account ownership. With Scratchpad Notes, SDRs, AEs, SEs, and CSMs have a complete history of the customer's journey autosaved to Salesforce. No more confusion or guessing during each stage of your handoff process.
One-on-one’s can turn into uncomfortable meetings about Salesforce not being updated instead of the status of open pipeline, strategy, and coachable moments to move deals forward to closed-won. Scratchpad’s Grid View with warnings and highlights help managers and reps collaborate together and focus on high priority deals that require immediate attention.
Sometimes collaboration between a rep and a manager can’t wait until a one-on-one meeting. If a deal is missing next steps, a champion, or has an expired closed date, managers can comment on the opportunity to alert their reps and seamlessly create a task to drive urgency and priority.