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Explore impactful workflows to understand the art of what's possible
36 articles
Leads: Qualified View + ConvertingSurface your qualified leads and convert them in seconds!
Create Leads/Contacts On the GoScratchpad is on-the-go with Command - create new leads or contacts from anywhere on the web!
Pipeline Views to Track Opps Created by YouKnow exactly where the opps you created stand!
Pipeline View for This Quarter's OpportunitiesReps can create views for opps closing this quarter while Sales Leaders can use views to keep track of their team’s deals in future quarters
How to spot deals in open pipeline with past due or upcoming close datesSee and take action on deals with past due or upcoming close dates in one simple pipeline view.
How to create simple views to help prospect into Closed Lost OpportunitiesInstantly identify closed lost opportunities and pipeline you can prospect into using cross object filtering.
Create a Pipeline View for Closed Won OpportunitiesHow to see and track progress towards your opportunities and open pipeline
Quickly See Empty Next Steps
How to Find and Inspect High-Priority OpportunitiesFocus and inspect the high value deals to spot risk before it's too late.
Zero Board for Outdated Next StepsLearn how to create a Zero Board to ensure Next Steps are always up to date
A Better Way: Bulk Assigning Accounts
Spotlight Opportunities with Empty MEDDICC FieldsEnsure your MEDDICC fields stay up to date with spotlights in your Pipeline View.
A Better Way: Remediate Bulk Update Errors in SecondsIdentify and mass resolve the errors in your bulk update!
Identify Inconsistencies in your Opportunities with Deal SpotlightingIdentify any inconsistencies in your deals!
How to Have Better 1:1’s and Deal Reviews With Your RepsTips for Sales Managers to proactively coach their reps, have more productive 1:1’s, and improve the quality of deal reviews.
How to Monitor Your Biggest OpportunitiesBIG DEAL? No problem!
Collaborate via Notes & Coach ProactivelyA guide to Scratchpad Notes collaboration and coaching for Managers and Account Teams.
How to use Scratchpad Command in Salesforce Reports for Faster Deal InspectionInspect opportunities and get faster insights into the status of your open pipeline, directly from your existing Salesforce reports.
Kanban Forecasting ViewConfigure a Kanban view for quick and easy forecast review with your team
Track sales process compliance and methodology adoption in a single viewCreate simple views to inspect and track process compliance and highlight any gaps in adoption of your sales methodology.
Scratchpad for SDR ManagersGet the ideas flowing around how to utilize Scratchpad when you lead an SDR team
Highlight Individual Successes on Your Team with Recognition ViewsCreate views that showcase successes on your team - great for peer-to-peer competition!
Quickly Assign Tasks During a Pipeline Review
How to Use Commenting to Help Coach Reps on Your Sales ProcessUse Commenting to coach reps asynchronously and get better compliance from your sales methodologies and processes.
Manage and Measure the Progress of Your Sales Methodology and ProcessLearn how custom views in Scratchpad's Pipeline Management can help you to track how your team is updating the right fields in Salesforce.
Sales Manager Use-CasesLearn about the art of what's possible with Scratchpad
Remind your reps to update opportunities missing next steps.Great pipeline management means helping your reps stay on top of their opportunities.
Enable reps with better sales notes and Guru for fast and intuitive playbooksHow to access your knowledge management library in Scratchpad Notes.
Notify reps and managers of changes or stalled opportunities in open pipeline.Help reps and managers by proactively alerting them when deals are stuck in stages, have increased or decreased in value, or have pushed.
Better Task Management Collaboration between Managers & RepsCollaborate and share important details of your deals, tasks, and next steps in one place.