All Collections
Use Cases
Pipeline View for This Quarter's Opportunities
Spotlight Past Due and Upcoming Close Dates
Prospecting into Closed Lost Opportunities
Grid View for Closed Won Opportunities
Quickly See Empty Next Steps
Identify High-Priority Opportunities with Deal Spotlighting
A Better Way: Zero Board for Outdated Next Steps
A Better Way: Bulk Assigning Accounts
Spotlight Opportunities with Empty MEDDICC Fields
A Better Way: Remediate Bulk Update Errors in Seconds
Identify Inconsistencies in your Opportunities with Deal Spotlighting
Conduct More Efficient 1:1 Deal Reviews With Your Reps
Share Views with Your Team
Monitor Your Team's High-Value Opportunities
Collaborate via Notes & Coach Proactively
Leverage Scratchpad Command For Deal Inspection Inside Salesforce Reports
Kanban Forecasting View
Sales Method Views for Tracking Progress
Scratchpad for SDR Managers
Highlight Individual Successes on Your Team with Recognition Views
Assign Tasks During a Pipeline Review
Coaching Reps on Methodology Adherence
Manager Use-Cases
Tracking Progress on Sales Methodologies
Remind Reps of Opportunities Missing Next Steps
A Better Way: Access Guru in Scratchpad to Enable Reps in their Sales Notes
Alerting the Sales Team of any Changes to Deals
A Better Way: Manager & Rep Collaboration on Task Management