Help your reps develop proactive behaviors with automated deal alerts and process-specific views that simplify execution. Monitor process compliance and improve data hygiene in Salesforce you need to grow and protect revenue.
Scratchpad renews trust in Salesforce as your system of record. RevOps can drive process adherence, the right rep behaviors, and reduce the admin burden of Salesforce hygiene. And, do it all in 15 minutes.
Easily create and manage users, roles, and permissions for each member of your sales team. Deploy workflow shortcuts and give your sales team the fastest pipeline management experience needed for best-in-class Salesforce hygiene.
"Scratchpad drives adoption. We’re capturing all the incredible data that we need to be able to get all of the insights and information we need to run our business."
Design, build, and manage your sales processes with Slack notifications. Celebrate wins, notify reps of opportunities missing next steps, alert managers of deals not progressing stages, and identify missing MEDDIC fields or lack of activity.
"No one likes updating things in Salesforce, it's clunky, it's not easy to find all required fields, reps want spreadsheet like views - and Scratchpad corrects for all of that and more. Inline editing is great. Views/tiles help drive rep behavior and ensures that all relevant info gets to Salesforce and is updated as needed."
Create playbooks, battle cards, and competitive intel with Scratchpad Cards to give reps contextual information during prospect or customer calls. And the best part? It's connected to where your sales team manages their pipeline and book of business.
"I love the role configurations, battlecards and easy reporting. Our sales team is entirely new departments, so the ability to share workflows to the entire organization helped the tredemdously. Also, I think this is the best customer service/account management I have ever experienced."
