Help your sales team work faster so they can focus on building pipeline and closing deals.
Improve data hygiene and process adherence
Ensure reps don’t let critical information fall through the cracks. Automatically nudge reps to fill out information, keep your processes well oiled, and your view of pipeline accurate. Get the data you need to be able to make decisions.
Enable real time coaching and deal updates
You need real time context about what’s going on with your team’s pipeline. If a big deal gets pushed to next quarter, you need to be alerted so you can strategize on what to do or come up with ideas to drive pipeline coverage. You can’t wait for next week’s pipeline review to know about this.
Drive forecasting accuracy
Your forecast is only as good as the data in Salesforce. Without good data, you don’t have the visibility you need to forecast accurately. Scratchpad puts an end to the data hygiene problem, so that you can accurately know how your quarter is shaping up.
How it works
Creating an automation is easy, intuitive, and fast with Scratchpad
Head over to Scratchpad Studio, our automation building interface. Give your automation a name, set it to trigger either by a specific change or a scheduled time.
2
Define your conditions for triggering your automation
This can be done at any object level, so you can configure automations to start based on opportunities, leads, and even accounts.
3
Decide where you want your automation to send
Set up who you want to see this automation and set it live! You can trigger the notification to show up in either Slack or Scratchpad’s Inbox.
Use cases
Slack automations RevOps and sales reps love
Automations take high-value pipeline signals, time-consuming manual processes, and transform them into an easy actionable workflow revenue teams will actually use.
Missing next steps
Get the data you need by automatically notifying reps to update next steps.
