Need some inspiration? We got your back!
This is just scratching the surface 😉 of how Front-Line Managers can utilize Scratchpad:
📝 Snapshot of your Reps' Deals This Quarter
Follow along for an easy way to gain visibility into your team's deals this quarter - grouped by rep and deal spotlights added for key fields that need updating ⬇️
Step-by-Step:
Open an Opportunities Grid View in your Scratchpad Pipeline
Name it something like "This Q's Opps - Grouped by Rep"
Add in any Fields that are relevant to you
Add Filters to your view:
Change the scope from "My Opportunities" to "All Opportunities"
Closed is False
Close Date is This Fiscal Quarter
Opportunity Owner is [your team members' names]
Group your view by Opportunity Owner
Add Deal Spotlights to your view:
Close Date is before Today
Next Step is empty
Amount is empty
Amount is greater than or equal to [your amount of choice]
You're done! 🥳
📊 Kanban Board View of this Quarter’s Pipeline
Want a high-level overview of all of your team's pipeline for this quarter? Well look no further! Kanban Views are the ideal choice for forecasting reviews with your team, allowing you to see the total revenue in each stage and add deal spotlights for updates needed ⬇️
Step-by-Step:
Open an Opportunities Kanban View in your Scratchpad Pipeline
Select a "Group by" Field when prompted, in this example we will use Stage
Name it something like "This Q's Forecasting View"
Select Customize cards on your menu bar and add in any Fields that are relevant to you
Add Filters to your view:
Change the scope from "My Opportunities" to "All Opportunities"
Closed is False
Close Date is This Fiscal Quarter
Opportunity Owner is [your team members' names]
Select Summarized by on your menu bar and choose Amount
Add Deal Spotlights to your view:
Close Date is before Today
Next Step is empty
Amount is empty
Amount is greater than or equal to [your amount of choice]
You're done! 🥳
👥 Drill Down into Individual Rep’s Pipeline
Did someone say more efficient 1:1's?! Create a Pipeline Grid View for each of your reps so you can both gain visibility into what needs updating prior to your meeting, focus your attention on deal strategy instead missing data, and create a space for you to leave Manager Notes on their deals ⬇️
Step-by-Step:
Open an Opportunities Grid View in your Scratchpad Pipeline
Name it something like "Weekly 1:1 - Anji (name of rep)"
Add in any Fields that are relevant to you
🪄 Pro-Tip: Create a "Manager Feedback" Field in your Salesforce and bring it into this view to leave space for feedback before or during your 1:1's!
Add Filters to your view:
Change the scope from "My Opportunities" to "All Opportunities"
Closed is False
Opportunity Owner is [your team members' names]
Add Deal Spotlights to your view:
Close Date is before Today
Next Step is empty
Amount is empty
Amount is greater than or equal to [your amount of choice]
Last Activity is before number of days ago 14
Last Activity is on or after number of days ago 7
Select the Person Icon in the top right corner of your Grid View to Share the view with your rep
You're done! 🥳
💬 Comment on your Reps' Deals
Tired of your messages getting lost in Slack or Email? Keep a record of running communication around deals with Scratchpad Commenting and give your reps an easy way to reply back ⬇️
Step-by-Step:
Open a Grid View in your Scratchpad Pipeline
Click into the Commenting Icon at the far left of a record in Pipeline
Enter record or field level comment in the commenting sidebar at the right hand side of the screen, don't forget to @ mention your recipient!
All Comments made in Scratchpad will record in Salesforce Chatter
Want to learn more about Commenting in Scratchpad? This Help Center Article can help!
⚡️ Help your Reps Stay on Top of Deals Needing Some Action
One less thing on your plate! With Automations, you can set up automated deal alerts to go out to your team via Scratchpad Inbox or Slack. In this example we'll use Scratchpad Automations to notify reps of deals that haven't had activity in the last 10 days ⬇️
For a Step-by-Step, please follow this Help Center Article 🥳
Curious to learn more? Book time with a Product Specialist today!