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Scratchpad
About Us video
- Sales teams often struggle with complexity in their processes, hindering updates and causing issues with data accuracy. - Scratchpad Studio, a revops toolkit, aims to simplify the sales tech stack and enhance collaboration between operations and sales teams. - The toolkit offers features like automations to address issues such as methodology struggles and timely updates, providing actionable alerts in Slack. - Scratchpad Studio facilitates quick access to sales collateral, product information, and competitive intelligence through customizable cards. - Additional features include note synchronization with Salesforce, shortcut tiles for required fields, and conditional highlighting for better process adherence, ultimately streamlining sales workflows and improving data-driven decision-making.
Scratchpad
Product Walkthrough
Scratchpad
Demo video
1. **Introduction to Scratchpad Demo:** - Presenter introduces themselves as Puyon from Scratchpad. - Humorous reference to getting abs before shifting focus to a faster way to work with Salesforce. - Highlights the time-saving benefits of using Scratchpad for Salesforce-related tasks. 2. **Challenges in Salesforce Workflow:** - Describes common challenges faced by account executives, managers, and ops leaders in updating Salesforce. - Mentions the limitations of working with Salesforce reports and list views, especially in Salesforce Lightning and Classic. 3. **Features of Scratchpad:** - Introduces the Scratchpad way, a spreadsheet-like experience for Salesforce users. - Demonstrates the ability to update fields instantly in Salesforce by typing in the Scratchpad grid view. - Showcases the creation of different views, including Kanban boards, to manage and monitor opportunities effectively. 4. **Collaboration and Customization:** - Emphasizes Scratchpad's compatibility with all Salesforce objects, including accounts, contacts, quotes, and custom objects. - Highlights the collaborative aspect by allowing users to share setups with colleagues and configure custom views for different workflows. 5. **Special Features - Tiles and Notes:** - Introduces Tiles as shortcuts to workflows, showcasing examples such as updating fields based on sales methodologies or specific actions. - Demonstrates the freeform note-taking experience in Scratchpad, emphasizing the ability to link notes to specific opportunities and bring Salesforce workflows into notes for real-time updates. 6. **Conclusion and Call to Action:** - Encourages users to try Scratchpad, emphasizing that it's free to get started with a fast setup process. - Highlights the potential for increased productivity, closing more deals, and effective collaboration. - Invites viewers to connect and share their thoughts or questions about Scratchpad.
