Are you tired of spending hours on admin work in Salesforce? Do you wish there was a faster and more efficient way to update your pipeline? Look no further than Scratchpad.
Scratchpad is a web-based productivity tool that makes working with Salesforce a breeze. Whether you’re an account executive, a sales manager, or an ops leader, Scratchpad can help you cut down on admin work and spend more time selling.
With Scratchpad, you can update your pipeline faster than ever before. It’s like having a spreadsheet-like experience that you’re already familiar with. You can adjust closed dates, amounts, or any fields from your Salesforce object here. Scratchpad works with all your Salesforce objects, including accounts, contacts, quotes, and custom objects.
Scratchpad is highly customizable, allowing you to create different views to stay on top of your pipeline in ways that work for you. You can create Kanban boards if that’s the style that you prefer, where dragging and dropping instantly updates stages. You can also dive deeper into any specific opportunity.
One of the most innovative features of Scratchpad is its use of tiles. Think of them as shortcuts to your workflows. You can create action tiles, log an activity, create an event, create a new contact, an open task, or even create quotes. Creating a tile for your specific workflows is fast and easy.
Notes are a big part of sales, and Scratchpad gives you the same freeform note-taking experience that you’re already familiar with. You can easily create bullet points, numbered lists, and format your text just like in Evernote, Mac Notes, or OneNote. You can also create templates for discovery calls or your call outlines, deal plans, and more.
What really sets Scratchpad apart is how it links your notes to Salesforce workflows. You can link your note to the opportunity you’re working on, and your note now becomes your access point to Salesforce. Make fast updates to the fields you care about in real-time while that information is still fresh in your mind.
Scratchpad is easy to set up and use. All you need to do is add the Chrome extension and sign in. If you’re not using Chrome, you can go to app.scratchpad.com and sign in there. Scratchpad is free to get started, and even the setup process is fast – it takes less than one minute.
In conclusion, if you’re tired of spending hours on admin work in Salesforce, give Scratchpad a try. It’s a powerful and customizable tool that can help you work smarter and faster. Try it out for yourself and see how you’ll have the capacity to close one more deal each month or quarter.