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Scratchpad Enhances Sales Team Efficiency Through Real-Time Collaboration
Technology Category
- Analytics & Modeling - Real Time Analytics
Applicable Industries
- Cement
- Electrical Grids
Applicable Functions
- Sales & Marketing
Use Cases
- Real-Time Location System (RTLS)
- Track & Trace of Assets
The Challenge
Scratchpad, a workspace designed for salespeople to quickly access and update Salesforce, was facing challenges in providing real-time updates and collaboration features at scale. The sales teams needed to focus on customer relationships rather than constantly switching between tabs to update fields and next steps in Salesforce. The existing in-house system was not able to provide the speed and reliability required to improve efficiency and increase sales. The challenge was to find a solution that could streamline the day-to-day work of sales teams, remove the tedium of data entry, and enable real-time collaboration and updates.
About The Customer
Scratchpad is a workspace designed specifically for salespeople to quickly access and update Salesforce. Their mission is to make salespeople happy by providing them with a revenue team workspace that streamlines their day-to-day work. Scratchpad combines notes, tasks, pipeline management, chat, and collaboration into one simple revenue team workspace, always connected to Salesforce. This eliminates the need for sales reps to switch back and forth between apps, copy and paste data in Salesforce, and use multiple browser tabs to keep track of to-dos, allowing them to focus on closing more deals.
The Solution
Scratchpad turned to PubNub to leverage its real-time updates and collaboration features. PubNub's functionalities allowed Scratchpad to synchronize client-side applications and deliver digital collaboration capabilities to sales teams. When one person made a comment in the Scratchpad app, it immediately got pushed to all the people who had that particular page open, enabling real-time communication. PubNub's Javascript documentation helped Scratchpad's team to easily build these features into their app. Furthermore, Scratchpad utilized PubNub's Presence functionality to deliver dynamic information to users in a channel. The switch to PubNub provided Scratchpad with the reliability and speed they needed to streamline the many different aspects of sales.
Operational Impact
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