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Description
Introducing an intuitive application designed for managers to oversee the deadline tasks of their entire team from a single interface! The Task Manager App offers Salesforce users and their supervisors an efficient way to handle tasks, providing a consolidated view where they can prioritize and monitor all outstanding assignments of any selected user. Users who possess Salesforce licenses can easily choose from a drop-down menu to view their own tasks (which is the default setting), all tasks, or those of another individual. This functionality ensures that all tasks with missed due dates or unfilled deadline fields are prominently displayed. Task Manager guarantees that tracking your responsibilities will never be overlooked! You can effortlessly search through any of the visible columns without needing to refresh the page, ensuring that tasks remain in focus. Say goodbye to the worries of procrastination or overlooking deadlines. This is the essential app for anyone looking to maximize their Salesforce experience by ensuring every task is accounted for and enhancing overall task management efficiency. With Task Manager, you'll stay organized and proactive in your work!
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.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Accenture Cloud Trade Promotion Management
Amazon Web Services (AWS)
Angular
Ashby
Boomi
Cloudera
Formstack
GenRocket
Google Chrome
Integrations
Salesforce
Accenture Cloud Trade Promotion Management
Amazon Web Services (AWS)
Angular
Ashby
Boomi
Cloudera
Formstack
GenRocket
Google Chrome
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$19 per user per month
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
Algoworks
Founded
2006
Country
India
Website
www.algoworks.com/salesforce/task-manager/
Vendor Details
Company Name
Scratchpad
Founded
2019
Country
United States
Website
scratchpad.com
Product Features
Task Management
Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View
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
