🌎 Imagine a world with...
→ key deal information delivered to you 📥
→ pipeline views with spotlights drawing you to changes and vital information 🧐
→ EOQ focused on driving home deals 💰
With Scratchpad, all of this is possible - AND MORE!
✅ You can effortlessly manage your team's sales opportunities each quarter with the help of Automations. Notifications are seamlessly delivered when there are changes in stages, close dates, or decreased amounts, allowing you to stay up-to-date without any manual effort.
✅ During your weekly 1:1 meetings with your managers, you can have access to a forecasting Grid View that spotlights any changes made to the opportunities. The opportunities can be Grouped by forecast category, such as best case, pipeline, or commit, for the current quarter.
✅ At the end of the quarter, your focus can shift to evaluating things like decision makers, next steps, estimated rep ARR, and the paper process or methodology used.
This can all be done with ease, freeing up time to focus on strategic initiatives and driving growth for your organization
Deal Reviews
Use Scratchpad for your deal reviews to identify opportunities, address challenges, and guide your team towards achieving their sales goals ⬇️
⭐️ Mentioned in this video:
Grouping by Opportunity Owner
Deal Spotlights (highlights) for action items
Using Expanded View for additional insight on the record
Tiles for Activity History
✨ Pro-Tip: Create another view and Group by Forecast Category to get a snapshot of your forecast for this month, quarter, or year!
Notifications in Real Time
Receive automated deal alerts in your inbox via Scratchpad Automations when an Opportunity has changed (Stage, Close Date, decreased Amount, etc). These alerts can be used as "red flags" that can help spark coaching conversations ⬇️
→ See more examples of Automations here!
Track Activity and Push Deals Forward
Staying on top of reps’ weekly activity can help you proactively identify which reps need improvement and support to push their deals forward ⬇️
⭐️ Mentioned in this video:
Grouping by Task Type
Using Expanded View for additional insight on the record
Scratchpad Commenting for real-time coaching on outbound emails
Changing Filters on the view to surface other team members Tasks
Tiles for Activity History
Prep for Your 1:1s
In preparation for a 1:1 coaching sessions, quickly review important opportunity details and associated Notes to get yourself up to speed and ready to support ⬇️
⭐️ Mentioned in this video:
Grouping by Opportunity Owner
Deal Spotlights (highlights) for action items
Using Expanded View for additional insight on the record
Tiles to surface information relevant to a Director
View linked Notes on a record via Expanded View
Use Note Templates to ensure your team is capturing the right information
Change Spotlights
Easily identify what has changed, better understand how deals have progressed, and more effectively coach your reps on their deals with Advanced Change Spotlights ⬇️
