Does your team utilize Guru for playbooks? Would you like to be able to access battle cards while taking or reviewing your sales notes?
Great news: Scratchpad has your back!
Take advantage of your knowledge management library without ever leaving Scratchpad Notes 🤯
Admins can now integrate Guru with Scratchpad Studio and sync their playbooks, so AE's always have their battle cards at their fingertips right when they most need it: when they're taking Notes! Remove the unnecessary friction in your sales cycle and coach your sales reps to success with Cards.
Here are the steps to integrate Guru with Scratchpad:
Go into Settings in Scratchpad, then click 'Studio'
Once in Studio, click 'Settings' at the bottom-left
A dialogue box will surface; select 'Add' Guru Cards
You will be asked to enter your API token; click 'see here for more instructions'
Once you've added your API token from Guru, return to Scratchpad Studio
Click 'Cards' on the left toolbar, followed by 'Settings' at the bottom-left
A dialogue box should surface; click 'Manage Cards' in the Guru section
A list of your cards will appear; select the card(s) you wish to sync, then click 'Save'
*Check out that related articles below for more help setting up your Guru Integration
Let's do it together! ⬇️
🚨 Cards are available on paid licenses.
Questions? Chat with us in the corner through WISH or email us at [email protected]
Need more help? Book a free 1:1 session with a member of our User Delight team today!
Ready to make your sales team happy? Talk to sales or learn how to purchase Scratchpad here.