Scratchpad Deal Inspection is the ‘easy button’ to help executives and sales leaders answer questions, spot risks in real-time, and have detailed visibility at all levels.
Scratchpad Deal Inspection helps you delve deeper, understand what changed and why, are your deals multithreaded with the right stakeholders, and is your team adhering to your sales process. All in a simple, intuitive view connected to Salesforce and where your reps work.
Scratchpad Change Highlighting brings your Salesforce pipeline to life and helps you visualize what changed with your team’s deals. Now you know exactly why a close date pushed, which deals increased or decreased in value, and what opportunities changed stages.
“If you’re managing a team where you’re looking after 10 or more reps, you can’t have your finger in all deals. Scratchpad gives you the ability to do that and coach better.”
Scratchpad Change History brings a complete audit trail of the activities, updates and changes made within a deal into one place. Uncover risk at the most granular level, see which deals are progressing and which have stalled. Inspect and intimately understand the status of every deal at any given moment.
"My most beloved AE loves this and so do I. Scratchpad allows me to fly through reports, inspecting pipeline and salesforce accuracy while coaching and policing data hygiene along the way."
Conditional Highlighting helps you understand granular details of every opportunity in your pipeline. Quickly see what deals haven’t progressed stages, which need fast prioritization, which late stage opportunities haven’t had updates in weeks, or which deals committed have expired close dates.
"Scratchpad's forecasting presents the data in a way that makes it easy to identify what's going on."
