Automatically create and manage Deal Rooms in Slack

Deal Rooms provide visibility into all aspects of your deals at each stage, while creating a collaborative space for teams to work together, faster.

5 stars

4.8/5 based on 1,400+ G2 reviews

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Deal Rooms preview

Keep an eye on your pipeline and what's changing

Tired of chasing your team for updates? Scratchpad Deal Rooms creates visibility into all deal activities and elevates key Salesforce data. Get faster insights into what's happening at each stage.

Real-time deal collaboration you can rely on

Deal Rooms involves the right stakeholders and context at every stage of the opportunity, from managers reviewing proposals, legal teams handling contracts, to CSMs ensuring smooth hand-offs. You can even automate sharing AI call notes, meeting details, or deal actions that have occurred.

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Help your reps follow process

Alert reps and their manager via Slack when MEDDIC or other key fields at each stage are missing. Send actionable alerts when opportunity stages change or if an opportunity has been stuck in a stage for too long.

The right people, the right timing, and the right context.

Closing deals takes teamwork. Automate deal collaboration and communications with Scratchpad Deal Rooms and Slack Automations.

Automate visibility

Automatically create a Deal Room in Slack for new opportunities, or create Deal Rooms depending on deal stage or deal size.

Streamline deal hand-offs

Add collaborators when they’re needed and highlight key context for them. Deal Rooms ensure collaboration beyond closed-won.

Collaborate on renewals &  key accounts

Create Deal Rooms for existing accounts, expansion, and renewal opportunities too. Ensure visibility for all revenue generating teams.

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“Scratchpad helps us with ramping up our team quickly and ensuring that we are noting gaps in pipeline hygiene early. It helps us to drive deal analysis and better forecasting.”

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Jani McConnell
Director of Sales Ops, Persefoni

Create and scale no-code automations

Deploy one automation and it will create all new and existing Deal Rooms. Scratchpad’s no-code automations can help you scale sales process fast and with ease.

Automations preview
Actionable deal context and insights preview

Update Salesforce From Deal Rooms

Select Action Buttons to always be added when a Deal Room is created. Use automations to add extra Action Buttons based on specific deal changes or timing such as [Next Steps], [MEDPICC], [Assign Sales Engineer], and more.

Automations anyone can create and RevOps will love

Scratchpad Automations are a breeze for anyone to create. Select your timing or triggers, and choose where you’d like to send the alert: Deal Rooms, Slack channels, or the Scratchpad inbox. Automations can be reminders for next steps, stage-change notifications, or the addition of collaborators.

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Read what users say on G2 Crowd

Do more with Scratchpad Deal Rooms & No-code Automations

Deal alerts & notifications

Create a Deal Room for new opportunities or targeted accounts.

Update Salesforce from Slack

Quickly update missing CRM fields, only view what’s relevant. Action buttons open up a condensed ‘Tile’ view of key Salesforce fields.

Add collaborators based on stage

Add collaborators who don’t have a Salesforce or a Scratchpad login including Legal, Finance, or Compliance teams.

Helpful deal context in Slack

Create a Deal Room for accounts that change to ‘Red’ or ‘At-Risk. Flag issues in an account and with the right context for greater visibility.

Know when fields are missing

Improve data hygiene and compliance. Create notifications and send reminders to reps when MEDDIC needs to be updated or for any missing fields.

One automation. Many Deal Rooms.

Implement sales processes at scale. One automation can be set to fire for all existing and new Deal Rooms. Create consistent collaboration you can rely on.

Getting started with Deal Rooms is fast and simple

Experience Scratchpad first.
Add your team later.

In minutes, you’ll wonder where Scratchpad has been your whole sales life.

5 stars

4.8/5 based on 1,400+ G2 reviews