Скачать или смотреть Automatically Sync Notes into Salesforce

Taking notes in Salesforce is complex, lacks flexibility, and is frustrating for sales reps. Reps often side-step this process and take notes in their preferred note-taking tools like Google Docs, Evernote, or Notepad, and then copy and paste information back into Salesforce, often right before their forecasting calls. With data growing outside of Salesforce, data hygiene issues emerge, handoffs are poor, and if a sales rep leaves, this information is nonrecoverable.

Scratchpad Notes have become enthusiastically adopted by reps over Google Docs and Evernote and with Notes Auto-Sync, RevOps have control and visibility in a place they never had before. Now, RevOps can configure Scratchpad to capture every change and update to a sales note, automatically syncing every reps notes to Salesforce without reminders or worry. Reps can move quickly move on to the next customer call and always know their notes are synced to Salesforce.

You can sign up and use Scratchpad in less than 30 seconds via Chrome plugin or as a webapp. Scratchpad instantly connects to Salesforce and gives salespeople the fastest experience to access and update Salesforce and manage their day-to-day sales workflow. For more information, please visit: www.scratchpad.com

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