Learn more about our approach to data security at /security. We also maintain SOC 2 Type 2 compliance. Scratchpad doesn't store your Salesforce data. We built Scratchpad because we believe that sales is a craft revenue teams should be focused on things that matter, like moving deals forward and building customer relationships, not painstakingly updating records in Salesforce. ✨ Create and deploy battle cards, sales playbooks, competitive intel, and pricing to every rep directly in their sales notes.įewer clicks and tools, no stress, more data. ✨ Configure Slack alerts to remind reps to make updates to opportunities missing next steps or with expired close dates. Rest easy knowing your processes are enthusiastically adopted and Salesforce is always up-to-date. ✨ Achieve better data hygiene and trust important data is not growing outside of Salesforce in sheets, docs and note apps. Create easy workflows with Scratchpad Tiles to help drive methodology adherence like MEDDPICC, MEDDIC, or BANT in a workspace loved by reps. ✨ Configure Scratchpad Studio to drive process adherence for sales reps without slowing them down. **RevOps Get Visibility, Control, and Peace of Mind** Scratchpad is designed to free up sales personnel to do what they do best and today announced it has raised 13 million in a series A round of funding led by Craft Ventures, with participation from. ✨ Take Salesforce with you and make updates anywhere on the web. ✨ Search across your notes, Salesforce, Gmail, and Calendar all in one place. ✨ Manage your sales tasks with less clicks. ✨ Fewer clicks to update your Salesforce pipeline. All the most relevant sales tools reps care about, Notes, Pipeline, Tasks, Search, and more, are just one click away and always connected to Salesforce. Scratchpad super charges the Chrome new tab to give you access to your sales workflow. Event MetaBeat 2022 MetaBeat will bring together thought leaders to give. With the Note Auto-sync setting enabled, notes are synced to Salesforce automatically after they are linked to a record - no clicks required.Bring your sales workflow into the new tab The fastest experience for sales reps to update Salesforce and peace of mind for RevOps. Scratchpad reduces and nearly eliminates tedious admin time, increasing sales performance across the organization. Synced notes will be visible to anyone at your organization - whether they are using Scratchpad, or not.Īdditionally, Business customers can make this process even easier by enabling Note Auto-sync via a setting in Studio. PRO TIP: Your note will now live in the "Notes" section within the Salesforce record. Just-in-Time Sync: to force a sync to happen in real-time, click the "cloud icon" in Scratchpad to trigger the sync manually and view the note in Salesforce. Founded out of San Francisco in 2019, Scratchpad has created a suite of productivity tools spanning notes, spreadsheets, tasks, Kanban boards, search, collaboration, and more. RevOps get peace of mind, process adherence, and better data hygiene. Scheduled Sync: when the linked note is updated in Scratchpad, the changes will be pushed automatically to Salesforce in the next hour. Scratchpad is the fastest way for salespeople to update Salesforce. Linked notes will only be visible to those on your team using Scratchpad.Īfter linking your note to a record, select the "cloud icon" with the arrow pointing up to sync your note PRO TIP: Your note will now live under the "Scratchpad Notes" section within the Salesforce record. Search for any record type (account, contact, lead, or opportunity) Open the note you would like to link to SalesforceĬlick "Link note to Salesforce" or "Edit" next to the object already linked One major one is the ability to link and sync your notes to Salesforce so that others on your team can leverage them.Įnsure your Salesforce integration is enabled Taking notes in Scratchpad has a number of benefits.
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