Help your reps see and update only the fields they need
Sometimes, it can be tedious for sales reps to find the right fields, including fields for the sales process, in Salesforce. Without regular updates to these fields, data hygiene suffers and inspecting deals becomes nearly impossible.
Creating views in Scratchpad with pre-selected methodology fields and views can easily be standardized and shared with your team. Your reps will always know which fields they need to update and you will always know which opportunities are missing the data you need.
Create a view and name it after the sales methodology that you prefer. For example, if you use MEDDICC, name the view "MEDDICC".
Add the fields that are relevant to your chosen methodology. For MEDDICC, these fields include Metrics, Economic Buyer, Decision Maker, Decision Criteria, Identified Pain, Champion, and Competition.
Use the view to quickly identify any missing criteria that are needed to move the deal to closed won.
Let's see this in action!
