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Description
While Salesforce serves as an effective database, it tends to be slow, necessitating excessive clicks and numerous browser tabs for daily tasks. Consequently, many users resort to spreadsheets for their work, jotting down sales notes and managing to-do lists in different applications, which leads to scheduling time on their calendars solely for the purpose of transferring information back into Salesforce. Is this truly the most efficient approach? We argue that it is not! Enter Scratchpad, the first workspace uniquely crafted for sales professionals. Every feature and interaction has been thoughtfully designed with account executives in mind, prioritizing speed and convenience. Scratchpad seamlessly integrates sales notes, spreadsheets, tasks, Kanban boards, search functionalities, collaboration tools, and adherence to sales processes within a single, user-friendly workspace that links directly to Salesforce, thereby eradicating the need for multiple tabs and redundant efforts. With a plethora of tasks to manage daily, minimizing clicks is essential; Scratchpad consolidates notes, tasks, and customer information—including emails, calendar events, and activity logs—into an easily digestible view. This innovative solution eliminates the hassle of toggling between tabs, providing users with a comprehensive overview to facilitate prompt action. Ultimately, Scratchpad aims to revolutionize how sales professionals work, making their processes smoother and more efficient.
Description
Enhance your Key Account Management and sales processes seamlessly within Salesforce using Strategy Mapper. Don't leave your success to chance; ensure your teams adhere to the defined sales methodology right within Salesforce! Effectively manage your vital accounts to boost revenue and achieve success, all within the Salesforce environment. Integrate your sales process into each opportunity plan for uniformity in all selling scenarios. Provide tailored sales coaching specific to your products and solutions to sustain your competitive edge. Strategically plan, schedule, and execute all essential meetings using Salesforce. Capture “Actionable Intelligence” to help you stay ahead of the competition. Create detailed, dynamic org charts to understand your position with each stakeholder in every account and opportunity. Visually and dynamically represent your customer’s organization, highlighting the roles and perspectives of key individuals. Additionally, document and communicate the competitive landscape, including their strengths and weaknesses, through SWOT analysis to further inform your strategy. By leveraging these tools, you can ensure that your sales efforts are consistently aligned with your overarching business goals.
API Access
Has API
API Access
Has API
Pricing Details
$19 per user per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Scratchpad
Founded
2019
Country
United States
Website
scratchpad.com
Vendor Details
Company Name
Point N Time
Founded
2011
Country
United States
Website
pointntime.com/solutions/strategy-mapper/
Product Features
Field Sales
Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management
Sales Performance Management
Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management
Product Features
Account Planning
Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis