“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 forecasting.”
Jani McConnell, Director of Sales Ops, Persefoni
Sales is the lifeblood of every business. In good times and bad. But, sales is more complex than ever. And complexity is the enemy of execution. Deal inspections, coaching, process adherence, methodologies, qualification criteria, multi-threading are all needed to run an effective sales process. Pile on more complexity with sales tools and poor Salesforce adoption, you have a big problem.
Scratchpad is one system to manage, review, forecast, and clean your sales pipeline. Built on top of Salesforce. Loved by everyone on the sales team, even process haters.
Help your sales team perform and stay up to date on their deals in real time with Slack Automations and Notifications. Notify reps of opportunities out of process compliance, nudge managers when deals are pushed, and celebrate wins.
Your sales reps know where your deals are, but do you? Transform updating Salesforce from a chore to a valuable activity and gain visibility into what's happening with each deal. Use this to get an accurate picture of the state of your revenue and strategize on how to move deals forward.
Create and deploy battle cards, sales playbooks, competitive intel, and pricing information to every rep from their note taking experience. Immediately surface contextual information so reps don’t have to chase down the answers to questions, but rather it’s at their fingertips.
Download our 2023 RevOps Trends Report.
No more sales complexity. Just pure, delightful simplicity.
Happier sales reps and all of your data in Salesforce.
Just a dream? It’s real and you’re going to love it.
"Scratchpad has helped us go through hyper scale. Most importantly, it solved a big problem which was how do we keep Salesforce data up to date and have the best data fidelity without burdening the sales team.”
Palen Schwab
VP of Revenue Operations, Lacework
"Scratchpad helps us move opportunities through the pipeline way more efficiently and in a friendlier way than AE’s were previously doing with just Salesforce. Scratchpad is how salespeople will interact with Salesforce in the future at nearly every single company."
"From a RevOps perspective, Scratchpad drives adoption. It's super easy to create templates for things I want to capture. There are no vendors or platforms similar or do the same things with the ease and speed."
Changes in process, new tools, and more people naturally creates complexity and it grows over time. Complexity drives reps to work outside of your systems and it's why they work in spreadsheets, docs, note apps, and task managers instead of Salesforce. It's why data hygiene is poor, processes aren't followed, and why you have more tools than you need.
Imagine a world where your processes are followed enthusiastically by reps. Imagine having visibility for every update in Salesforce, accurate forecasts, less tools to maintain, happier reps, fewer fires, and less stress.
Stop imagining and start believing.
Imagine a world where your processes are simple and followed enthusiastically. Imagine control and visibility for every update in Salesforce, accurate forecasts, fewer tools to maintain, happier reps ramped faster, fewer fires and less stress. Stop imagining and start believing.
From a rev ops perspective, selfishly it drives adoption. It's super easy for me to create templates in Scratchpad for things that I want to capture. And it feels very natural. we're capturing all the incredible data that we need to be able to get all of the insights and the information that we need to drive the business and to run our business.
Scratchpad helps us to move opportunities through the pipeline way more efficiently and effectively and in a friendlier way than the AEs were previously doing just with Salesforce alone. And so I think for them, it's actually kind of fun to use. It actually makes them want to move their stuff through the pipeline, which for anybody who's not in sales, waiting for salespeople to move things through the pipeline is one of the things that we could definitely do without.
I brought Scratchpad in after seeing folks talk about it on LinkedIn. It was easy to set up and now we're paying for it across our entire team. Scratchpad is great for adding information off any page using the command+J function. Forecasting 1:1s with reps by pulling up reports and also using command+J function to edit core fields (i.e. Next Steps, etc.) is a huge benefit. Scratchpad provides in-line editing that's wider than what you get from Salesforce's List View. You can easily create and share templates to the team as well as creating notes from a Google Calendar event.
Good ops teams should be figuring out how to make it easier for salespeople to sell and enablement is about providing the training, guidance, and coaching to make sales teams really effective. When you have an ops team and an enablement team that have sold before and have had any element of empathy for salespeople, it’s a no-brainer to buy Scratchpad.
Scratchpad has just helped us go through hyper scale. And most importantly, it solved a big problem. Which was how do we keep our Salesforce data up to date and have the best data fidelity without burdening the sales team? So it's kind of the best of both worlds. Sales teams happy, administrators and ops leaders are happy because we have the data we need to make smart and informed decisions.
Other tools are just an annoying alert that tells you to go back to Salesforce to do your work. What I like about what you are doing is that you are putting the alert and making them actionable directly where reps love to work, in Scratchpad.
From a sales leadership perspective, you may think like: Ah, maybe we don't need it. It is the way that your sales team keeps things up to date in Salesforce. So if you're relying at all on Salesforce data, that's what Scratchpad means for us.
The correlation that sold me was the people that had been using Scratchpad were the ones that the most accurate forecast, the ones that were updating real time, next steps on a deal. They had deals in the right sales stage. And that information was crucial.
Working in Salesforce requires too many clicks and is slow to load.
So you take notes in a separate app and painstakingly maintain a to-do list, spreadsheet, or calendar events to stay organized. And you constantly switch tabs since these apps aren't connected to Salesforce or each other.
Scratchpad is built from the ground up for sales, which means speed. We designed every feature and interaction with account executives in mind.
Scratchpad is fast and beautifully simple.
It makes the tedious work you do to update Salesforce records and stay organized fade into the background.
Hop into Scratchpad Studio and drive process adherence, deploy workflows, improve forecasting accuracy, reduce sales cycles, and enhance your investments in Salesforce with one revenue team workspace.
“The more simplistic things can be when you have a heavy tech-stack and selling software in general - people don’t need more, they need less. Anything that can reduce clicks and streamline workflows is the name of the game, especially for RevOps. We use Scratchpad across our whole go-to-market org. Our CS team, sales team, and our account managers.”
Configure automations to help your sales team proactively update Salesforce with notifications delivered to Slack or the Scratchpad Inbox.
"Other tools are just an annoying alert that tells you to go back to Salesforce to do your work. What I like about what you are doing is that you are putting the alert and making them actionable directly where reps love to work, in Scratchpad."
Create easy workflows with Scratchpad Tiles to help drive methodology adherence like MEDDPICC, MEDDIC, or BANT in a workspace loved by reps. Rest easy knowing your processes are enthusiastically adopted and Salesforce is always up-to-date.
"The correlation that sold me was the people who had been using Scratchpad were the ones with the most accurate forecast, the ones updating real time, next steps on a deal. They had deals in the right sales stage. And that information was crucial.”
Collaborate across the revenue team on details of every opportunity, account, lead, or contact. Sales leaders can inquire about missing next steps, AE's can get coaching from their managers async, and customer success has current data for seamless handoffs creating a delightful customer experience.
"Beyond just better context on deals and adherence to our methodology, Scratchpad was launched to help with our AE and SDR teams jointly collaborating on outbound and territory management."
Create and deploy battle cards, sales playbooks, competitive intel, and pricing to every rep. Scratchpad Cards are presented to reps directly in their sales notes with contextually relevant information helpful in customer calls.
"Good ops teams should be figuring out how to make it easier for salespeople to sell and enablement is about providing the training, guidance, and coaching to make sales teams effective. When you have an ops team and an enablement team who have sold before and have any empathy for salespeople, it’s a no-brainer to buy Scratchpad."
Enable your reps with Salesforce at their finger tips to create, access and update leads, contacts, or opportunities anywhere on the web. Help your reps move at the speed of thought and proactively boost Salesforce data quality by removing the burden of updating Salesforce, the old way.
"Scratchpad is great for adding information off any page using the command+J function. Forecasting 1:1s with reps by pulling up reports and also using command+J function to edit core fields (i.e. Next Steps, etc.) is a huge benefit."
Arm your reps with a workspace combining notes, spreadsheets, tasks, chat, notifications, collaboration, pipeline management, Kanban boards, search, and process adherence in a delightful experience, connected to Salesforce. The good news? Reps love it!
“Scratchpad's already ensured our sales teams entries, close dates, next steps are up to date, keeping the pipeline much cleaner, and it's so much faster than logging into Salesforce."
Unlock process adoption, improve data hygiene, consolidate tools, and refocus your team on revenue growth.