Scratchpad

About Us video

Video Summary

- 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

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Scratchpad
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Scratchpad

Scratchpad

Demo video

Video Summary

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.

Scratchpad

FAQ

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Scratchpad
By using this section you acknowledge that AppGriffin may share any data you enter here with the
Scratchpad

Scratchpad

Form

This is some Third party tool controlled by
Scratchpad
By using this section you acknowledge that AppGriffin may share any data you enter here with the
Scratchpad

Video Summary

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Video Summary

Video Summary

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Scratchpad

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