Sales process adoption by your sales reps doesn’t have to be hard.
Sales processes establish the rules and guidelines your sales team needs to follow for consistent high performance. The problem is most processes aren’t followed because they are a burden on your reps.
Give your reps an easier way to follow your sales process and they will.
Remove the burden your reps feel by reducing the number of browser tabs, clicks, and time wasted waiting for pages in Salesforce to load. Help your reps improve performance through an easy to follow sales process and a system designed just for them.
End sales process complexity
The reason processes aren’t followed is because it takes way too many steps to actually get it all done. With Scratchpad, reps can simply update the fields they need to directly from one view.
Automatically nudge reps and drive methodology adoption
Design specific Slack automations for sales methodologies to drive process adherence and the right sales rep behaviors. If reps are missing information, send them a helpful reminder to make the updates they need to.
Leverage conditional highlights to quickly uncover deals missing critical information
Conditional highlights within a pipeline review can help identify which deals are missing information, like MEDDIC fields. Within the same view, you can enable reps to clear their pipeline of missing information in minutes.
Scratchpad is a fan favorite here at Sendoso. It was actually our AEs and frontline sales managers who organically adopted it initially, and I was elated they were so enthusiastic about a tool that helps them keep pipeline/notes clean in Salesforce. We've since expanded this to any internal group that manages/owns records in SFDC, including CSM, Account Management, Onboarding, etc. Scratchpad has been a big boost in getting some newer less SFDC-savvy teams using CRM.
Director of RevOps, Sendoso
I would highly recommend Scratchpad. It is a game-changer. Pipeline hygiene was a huge issue at my org. With Scratchpad it is now no longer an issue. The support is amazing, the team leads training, and the new features that are launching are always relevant!
GTM Productivity Manager, Brex
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.
Rosalyn Santa Elena
Founder & Chief Revenue Operations Officer, The RevOps Collective
Scratchpad helps us move opportunities through the pipeline way more efficiently and effectively and in a friendlier way than AE’s were previously trying to do with just Salesforce. For them, Scratchpad is actually fun to use which makes them want to move their deals through the pipeline. If Scratchpad were removed, I think people would legitimately be upset. This is how salespeople will interact with Salesforce in the future at nearly every single company.
GTM Operations, Vanta
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.
Growth & Revenue Operations, UpKeep
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.
GTM Enablement Effectiveness, Lattice
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No more sales complexity. Just pure, delightful simplicity.
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