Scratchpad salesforce series software#

Hey Stephen Thank you for the review and great feedback Reviewer Source. Scratchpad combines sales notes, spreadsheets, tasks managers, chat, notifications, deal collaboration, pipeline management, Kanban boards, search, and sales process compliance in a delightful experience, always connected to Salesforce. Written by Brittany Eklund Updated over a week ago. Every feature and interaction is designed with salespeople in mind, which means speed. I dont know if its a salesforce or scratchpad issue, but it is something I have come across. A Better Way Series: Best Practices for Scratchpad Users We have an entire collection of videos to help inspire you with ways to leverage Scratchpad.

Scratchpad gives them an interface like a spreadsheet or notes application that they are typically using to hack together a workflow, but with a direct connection to Salesforce. Instead I merely need access to a series of information/fields that are relevant to the sales process. They are essentially databases and even with a visual interface, it doesn't really match up with the way they work. Traditionally, sales teams don't like the tools that are thrust upon them.

This approach of getting the end users involved early allows them to gain traction with members of the sales team before approaching management about paid versions.

Scratchpad salesforce series software#

The bottoms up approach is certainly something we have seen with developer tools and with software for knowledge workers, but companies often take aim at sales through the sales manager, rather than trying directly to get salespeople to use a particular tool. In fact, the company caught the attention of Craft because they were hearing about Scratchpad from their portfolio companies. He says that lead investor David Sacks, who has built some successful startups himself, really got what they were trying to do, and the deal came together fairly easily.