Would you like to alert your team on deals that are stalled? Do you wish there was an easier way to be a support to your team?
Great news! Scratchpad has your back!
Sales managers have struggled for too long to get visibility into where deals were stuck or stalled. The way to get this information was through the creation and constant monitoring of a highly-complicated report within Salesforce, or through talking directly with reps who willingly divulge that information at precisely the right time.
Now we're excited to show you a better way to get visibility into where deals are stalled in your organization and where your team could use the support moving the deal forward with Scratchpads new inbox and deal alert system!
Here are some steps to get you started:
Go to Settings and select Studio > Automations
Create Automation
Name it something like "Stalled Deals"
Set the Schedule: time and day of the week you'd like the alert to go out to your team
Set the Conditions: for example, Days in stage is greater than or equal to a timeframe, whatever you think is too long for a stage to sit idle
Direct this alert to the account owners or other recipient you'd wish to get this alert
Send via Scratchpad inbox or Slack.
Add a message for action to take
Pro Tip: Explore the variable fields to make things super easy!
Done! You've set it up, now enjoy the time back in your day!
🚨 Automations are available on paid licenses. Learn more here.
Check out this Better Way Video on How to Take Immediate Action on Stuck Deals ⬇️
🚨 Automations are available on paid Scratchpad plans. Learn more here.
Book a Complimentary 1:1 with a member of our User Delight team today!
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Questions? Chat with us in the corner through WISH or email us at [email protected]
Ready to make your sales team happy? Talk to sales or learn how to purchase Scratchpad here.