Scratchpad

WHAT IF THE TOOLS WE USED IN SALES MADE THINGS... EASIER? We studied how sales reps, managers, leader, and ops work and discovered that the link between what the business needs and what sales teams need to do their jobs well, is broken. ? Understand what's happening in your team's pipeline in seconds ? Reps get fresh and accurate data into the CRM without forcing new behaviors ? Track Hygiene improvements and see which parts of your process - or which reps - needs refinement based on real data Try it for free at the ???? #Sales #Revenue #GTM

“They’re the bane of my existence - validation rules and required fields in Salesforce” is something I hear frequently from RevOps and AEs. But what often goes missed is the serious negative impact they have on operational rigor and forecasting - something sales leaders care about. So why does nearly every company use them? Pro: 1. To get the frontline sales team to execute in the way the company wants 2. It's part of Salesforce Cons: 1. Artificially deflate your pipeline (see below) 2. Fill Salesforce with low quality data (reps enter whatever they can to get past the gates; garbage in) Take a look at your pipeline; if it looks like a barbell (many in stage 2 or 3, many in the final stages, with little in between) then you’re probably impacted. Reps are most likely withholding the real information and not progressing the stages because of the friction in the process. So before adding more validation rules and required fields, take this into account. And if you want to explore an alternative approach, one that drives operational rigor without rigid and complex rules, check out Scratchpad. We recently helped a fast growing sales team that rolled out MEDDIC and was struggling to get good adoption - within 1 week their adoption went from 23% to 81% - no validation rules, no required fields, no walls of shame, no yelling at reps.

GET BETTER VISIBILITY INTO YOUR PIPELINE Previously, Scratchpad only supported Salesforce fields. Now, you can create custom fields in Scratchpad and tailor them to your needs. Add private notes, track extra data, and enjoy a better way of working through all of your data without spreadsheets. Learn more at the ???? #Sales #CRM #Revenue

SIMPLIFY SALES EXECUTION Update Salesforce faster and with better quality thanks to Scratchpad’s spreadsheet-like experience with the help of AI. No more chasing down reps for updates. Learn more or try it free at the ???? #Sales #Revenue #CRM

SALES WITNESS PROTECTION - EP: 004 Sales teams suffer from complex workflows, terrible CRM Hygiene, and prospects who reject them based on bad dreams. We can't help with the last one, but we can give you all the tools you need for excellent sales execution. More efficiency for reps. Better visibility for leaders. Hit your number consistently at the ???? #Sales #Revenue #CRM

LEAVE NO EXCUSES With great CRM Hygiene. Get better visibility into open pipeline, more coaching opportunities, and faster deal cycles when your process is running smoothly and your CRM data is accurate. Scratchpad gives reps the ability to update MEDDIC fields and next steps with the help of AI. Managers can easily see what's changed and why. And Ops gets the CRM Hygiene they've always dreamed of. Learn more or try it out for free at the ???? #Sales #Revenue #GTM

GET CLOSER TO YOUR NUMBER Scratchpad gives sales leaders the ability to inspect deals quickly, see changes, and understand what’s happening to their forecast number. When CRM Hygiene meets your highest standard, leaders can coach proactively and get ahead of EOQ surprises. Learn how it’s done at the ???? #Sales #CRM #Revenue

"WHAT'S YOUR FAVORITE SCRATCHPAD MEMORY?" At the end of every week, we meet as an entire company to share what each department is working on and highlight personal announcements. One of those personal announcements is a "Scratch-iversary." That employee then shares a favorite memory from their time at Scratchpad... ... And it's almost always a moment from one of our offsites. As a remote company, we believe it's so important to make time to come together and see each other in person. This week we ventured out to Skamania Lodge on the Columbia River Gorge in Washington and it did not disappoint! I mean look at that view ?? Instead of workshops and breakout sessions, we did geocaching, disc golf, bike rides, salad bowl (IYKYK), and even some spa treatments. It's the best way to build camaraderie, refresh, and come back motivated to work together as a team. Shoutout to Sharlene and Diane for making this happen! We can't wait for the next one ?? ??? ??

Better late than never Jared Wexler ??

Last night was the 23rd dinner or meetup I've organized this year, and unique in that I couldn't get a word out cause everyone was so busy socializing. 23 events is a lot, so sharing a few insights and takeaways: 1) The most important part is curating the attendee list to ensure everyone is at similar career stages with similar responsibilities so they ideally see each other as peers. Time consuming, but absolutely essential to be thoughtful. 2) Like anything else, the first one or two is always the hardest but once you get going, it becomes about being consistent, 3) Intros and getting mutual connections to help/extend invitations has the highest success rate to folks attending a dinner or at the very least responding. Emails get a healthy response rate, and LinkedIn Inmails has generated "zero" conversions and very few replies, 4) If needed, have 1 or 2 topics in your back pocket to jumpstart the conversation and if it's slowing down, facilitate with another topic. 5) Build strong relationships with the restaurant managers and staff — makes a huge difference in the long run. Thanks to everyone who came out and thanks to Scratchpad for the support.