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Use Case Collection

Explore impactful workflows to understand the art of what's possible!

37 articles

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.