What's a scratchpad?

Thanks, Les! You’re not wrong that it’s the fastest experience for salespeople to do their work in Salesforce, but you’ll be happy to hear there’s a lot more that we can help with! Managers and Sales Leaders use us for deal inspection, forecast tracking and analytics, and AI call recording intelligence. RevOps uses us for no-code automations in the Scratchpad Inbox and/or Slack to remind reps and managers when an opportunity might need their attention. There's much more than that so if you’d like to get a closer look, feel free to reach out to us on our website.

Hi Juliana - Ben here over at Scratchpad. We're pumped to hear that you're using Scratchpad to improve your sales notes, Juliana! That’s obviously a huge part of pipeline management, but doesn’t make up the entire scope of what AEs like you are tasked with. Did you know that we can also help you with like spotting problems in your open opportunities with Deal Spotlights. Seeing your entire pipeline in Grid Views where you’re also able to make edits to opportunities without having to open a new tab. Collaborating with your CSMs, SDRs, and SEs using Tiles so everyone’s on the same page and handoffs easier and handoffs are smoother. Call Recording with AI to help you take notes and update opps even faster than before. And if your manager, sales leaders, ops or enablement needs help with forecasting, deal inspection, automations or something else, we have use cases for the entire revenue team so you can have them try it for free right from our website.

Hi Steven! We're excited to hear that Scratchpad is helping you keep SFDC up to date and prepare for your forecast calls. We also help with forecasting for managers and sales leaders with our Forecasting Analytics, Rollups, Trends, and Snapshots that can all be accessed in Scratchpad Studio. If there is a drop in revenue over the weekend, you can easily identify where and why it occurred. If your lacking visibility, leaders now have the ability to view and analyze pipelines and dive into specific deals all in one pane of glass. If you have any managers or other sales leaders who are interested in a simpler, more intuitive forecasting process, please have them reach out on our website!