A Better Way
Catch up with our YouTube videos and dive deeper into a better way to improve your sales workflow.
29 articles
+7Written by David Hellyer, Beth Zirbel, Carla Whyte and 7 others
+7A Better Way: Remediate Bulk Update Errors in Seconds
Identify and mass resolve the errors in your bulk update!Written by David Hellyer. Updated over a week ago
A Better Way: Identify High-Priority Opportunities with Conditional Highlighting
Written by Beth Zirbel. Updated over a week ago
A Better Way: Sales Engineers & AE's Collaborating & Commenting in Pipeline on Next Steps
Collaboration doesn't have to be chaotic!Written by Carla Whyte. Updated over a week ago
A Better Way: Manager & Rep Collaboration on Task Management
Crisis Management or Collaboration? You decide đź‘€Written by Carla Whyte. Updated over a week ago
A Better Way: How Sales Leaders Can Get Clarity from Reps on Key Deals
Use Scratchpad Commenting to easily collaborate with your team around key opportunities
Written by Anji Patel. Updated over a week ago
A Better Way: Tracking Progress on Sales Methodologies
Track your Sales Methodology, whether it be MEDDPICC, MEDDICC, BANT, Command of the Message, or something else!Written by David Hellyer. Updated over a week ago
A Better Way: Instantly Deliver New Fields & Methodologies to Reps
Written by Beth Zirbel. Updated over a week ago
A Better Way: Quick AE & SDR Collaboration
A workflow for AE's and SDR's to collaborate on key accounts
Written by Joey Rockman. Updated over a week ago
A Better Way: Ramp Team Members and Reps Faster with Role-Based Views
Written by Joe Owens. Updated over a week ago
A Better Way: Alerting the Sales Team of any Changes to Deals
Get visibility into where deals are stalled in your organization with Scratchpad's new inbox and deal alert system!
Written by Cassie Adkins. Updated over a week ago
A Better Way: Deal Inspection Within Salesforce Reports
Work smart - not hard: leverage Scratchpad Command to do deal inspections while inside Salesforce reports.Written by Carla Whyte. Updated over a week ago
A Better Way: Streamlining AE and SE Collaboration on Opportunities
Improve collaboration across Sales Engineering and Account Executive teams from anywhere on the web.Written by Cassie Adkins. Updated over a week ago
A Better Way: Convert Leads Faster Than Ever
Written by Beth Zirbel. Updated over a week ago
A Better Way: Improve Sales Coaching with Scratchpad Notes + Commenting
Combine Scratchpad Notes and Commenting for a great way to collaborate asynchronouslyWritten by Cassie Adkins. Updated over a week ago
A Better Way: Sharing Views With Your Team
Manager’s guide for a better way to share pipeline views you’ve created, with your teamWritten by Cassie Adkins. Updated over a week ago
A Better Way: Automatically Sync Notes to Salesforce
Set auto-sync to "on" to help you automatically sync notes so you never miss important information.Written by Joey Rockman. Updated over a week ago
A Better Way: Monitor Your Team's High Value Opportunities
Never lose sight of important deals again 🤑Written by Carla Whyte. Updated over a week ago
A Better Way: Zero Board for Outdated Next Steps
Written by Vanessa Faircloth. Updated over a week ago
A Better Way: Remind Reps of Opportunities Missing Next Steps
Help your team stay on top of their Next Steps with Automated Deal Alerts in Scratchpad StudioWritten by Anji Patel. Updated over a week ago
A Better Way: Creating and Managing Pipeline View Folders
So many views, such little time.Written by Joe Owens. Updated over a week ago
A Better Way: Coaching Reps on Methodology Adherence
Use Commenting to help your teams communicateWritten by Joey Rockman. Updated over a week ago
A Better Way: Utilizing Scratchpad Within Salesforce Reports
Learn how to leverage Scratchpad Command within Salesforce ReportsB
Written by Brittany Eklund. Updated over a week ago
A Better Way: Bulk Assigning Accounts
Written by Alex Di Cenzo. Updated over a week ago
A Better Way: Alert Reps with New Account-Related Information
Written by Beth Zirbel. Updated over a week ago
A Better Way: Get Notified When Deals are Pushed to Next Quarter
Receive a notification when deals are pushed to the next quarter.Written by David Hellyer. Updated over a week ago
A Better Way: Assigning Tasks During Pipeline Review
Written by Cassie Adkins. Updated over a week ago
A Better Way: Managing Sales Tasks After A Call
Written by Alex Di Cenzo. Updated over a week ago
A Better Way: Instantly Add Team Members to your Scratchpad Business Plan
Written by Joe Owens. Updated over a week ago
A Better Way: Access Guru in Scratchpad to Enable Reps in their Sales Notes
Take advantage of your knowledge management library without ever leaving Scratchpad NotesWritten by Cassie Adkins. Updated over a week ago