Innovation Eliminates the Tedium of Manually Managing Data from Meetings, Enables Sales Reps with the Fastest Way to Access and Update Salesforce from Their Calendar
Scratchpad, Inc., pioneer and leader of the workspace for revenue teams, announced the immediate availability of a unified workspace between calendar, sales notes, and Salesforce. For the first time ever, any account executive, sales development representative (SDR), or sales manager using Salesforce can access and create notes, add and enrich new contacts, and create and manage tasks directly from their calendar.
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Calendar, note-taking apps, tasks, and Salesforce are an essential part of every salesperson’s day, but they are entirely disconnected from each other and don’t fit into a salesperson’s workflow. For too long, sales professionals in every organization have cobbled together random apps to create their own personal sales workspace. These hacks were made out of necessity in an attempt to stay organized, manage meetings, update and share sales notes, follow through on next steps, set tasks, ensure seamless handoffs, and collaborate across the revenue team.
Consequently, these workspaces require tedious and manual data management, forcing sales reps to spend a disproportionate amount of time on data entry rather than selling to customers. In fact, a report from Salesforce revealed that today’s sales professionals spend only 34 percent of their time selling. RevOps and SalesOps teams continue to grow frustrated as these hacked together systems are not connected to the source of data truth—Salesforce.
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“The point of engagement for sales reps has shifted away from Salesforce because the experience for account executives fundamentally does not fit into how sales reps work,” said Pouyan Salehi, co-founder and CEO of Scratchpad. “There is a lot of unnecessary tension between doing what it takes to generate revenue but also ensuring data flows into Salesforce for the greater needs of the business including visibility for leadership and accurate forecasting. Scratchpad continues to lead innovation by bringing Salesforce to where account executives need to be, whether that is in their calendar, email, anywhere on the web, or in other sales tools they use so that we fit their workflow and increase adoption of Salesforce. And, at the same time, Scratchpad is delighting RevOps and Sales Enablement leaders because better data flows into their CRM and adoption of Salesforce by the frontline sales teams dramatically increases.”
Scratchpad has continued its rapid pace of product innovation designed to help customers increase usage and adoption of Salesforce with recent product releases such as Scratchpad Command, pushing and linking notes to Salesforce, and now unifying the sales workspace by bridging the gap between calendar, tasks, notes, pipeline, and Salesforce.
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