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Average Ratings 0 Ratings
Description
Saleswise effortlessly consolidates your team's communications, meetings, documents, and CRM updates directly into your inbox, making interpretation a breeze and allowing for immediate action. In today's intricate B2B sales landscape, numerous touchpoints exist across the organization, yet these interactions are often inadequately documented and remain trapped in separate inboxes and calendars. By aggregating these many-to-many relationships, SalesWise offers a comprehensive 360-degree view of customer interactions, fostering enhanced collaboration among teams. The platform seamlessly integrates with Salesforce and various email systems, facilitating smooth transitions for customer management. Regardless of changes within your team or client base, all pertinent data remains readily accessible for those who require it most. By providing essential relationship data to the wider enterprise, SalesWise ensures your team stays efficient and focused on their goals. Say goodbye to the clutter of email CCs, forwards, and time-consuming internal updates on deal statuses, all while aligning the organization without incurring additional per-seat fees. This innovative solution transforms how teams interact and manage their sales processes, paving the way for greater productivity and success.
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
Pricing Details
$500 per month
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
Saleswise
Founded
2014
Country
United States
Website
www.saleswise.com/the-platform/
Vendor Details
Company Name
Scratchpad
Founded
2019
Country
United States
Website
scratchpad.com
Product Features
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
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