Account Executives, BDRs, Solutions Engineers, etc. all need to interact with Salesforce differently. This results in extremely cluttered Salesforce page layouts and reps. having a difficult time locating the information they need and the fields they are required to update.

Through Scratchpad Studio, it is possible to take away the noise of Salesforce and only put the most important information in front your reps. Scratchpad Admins will be able to custom design each Scratchpad Workspace per role with:

  • An on-boarding video

  • Opportunity, Account, Contact, and Lead Pipeline Views

  • Opportunity, Account, Contact, and Lead Create Tiles

  • Opportunity, Account, Contact, and Lead Update Tiles

Scratchpad Studio is available on the Business Plan. Click here to learn more about our plans.

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