Scratchpad Iwu: Thezọ kachasị ọsọ iji nweta ma melite Salesforce Site na App Web ọ bụla

Scratchpad Iwu: Ihe Ntinye Aka Ntanetị Ihe Ntanetị Chrome

Ndị isi ụlọ ọrụ na ihe ndekọ ego ihe fọrọ nke nta ka ọ bụrụ ndị ọrụ ahịa niile jupụtara na ọtụtụ ngwa ahịa ndị na-agbasaghị ha CRM. Nke a na - eme ka ndị na - ere ahịa na - ewe oge ma na - agwụ ike na - agagharị agagharị n’etiti ngwaọrụ, na - ejikwa ọtụtụ taabụ ihe nchọgharị, ịpị otu ihe, ma na - edegharị ma na --echekwa ihe ọ bụla, n’otu oge na - achọ imelite Salesforce. N’ihi ya, e nwere mbelata nke ịrụ ọrụ kwa ụbọchị, imepụta ihe, na, n’ikpeazụ, oge ndị na-ere ahịa na-arụ ọrụ ha — na-ere. 

Scratchpad Iwu amalitela, na-emeghe ụzọ kachasị ọsọ maka ndị na-ere ahịa iji nweta ma melite ndetu ahịa ha, ọrụ ha na Salesforce, na ngwa weebụ ọ bụla ma ọ bụ obodo ahịa - n'efu.

Mgbe anyị na ọtụtụ puku ndị na-arụ ọrụ akaụntụ sitere na ụlọ ọrụ nha nha nha niile kwurịtara okwu, anyị mụtara na ha na-eji ihe karịrị ọkara nke oge ha emelite Salesforce kama ire. Ndị isi njikwa na-achọ imelite Salesforce ngwa ngwa na-enweghị ịgbanwee gburugburu ma na-agbasa usoro ọrụ ha, yabụ ha na ndị ahịa nwere mkparịta ụka karịa ma mechie azụmahịa ndị ọzọ. Iwu Scratchpad na-enyere onye ọrụ ọ bụla na-eme ihe ọ bụla nọ na Earthwa ume ka ọ nwee mmelite dị mkpa ha chọrọ, site na weebụsaịtị ọ bụla, na-enweghị ịgbanwee taabụ, n'efu. Ọ bụ ngwa ngwa. Ọ dị mfe. Ọ na-atọ ụtọ iji.

Pouyan Salehi, onye nchoputa na onye isi nke Scratchpad

Site na Iwu Scratchpad, n'otu pịa, ndị ọrụ nwere ike ịmepụta kọntaktị ọhụrụ, akaụntụ, ohere, ọrụ, ma ọ bụ ọrụ ma mee mmelite na mpaghara omenala ọ bụla ma ọ bụ ihe ọ bụla na Salesforce. Ndị isi njikwa nwere ike ịmepụta, melite ma mekọrịta ndetu azụmahịa dị mkpa site na ebe ọ bụla, na-ewepụ mkpa ọ bụla ịbanye na Salesforce ozugbo, ibiaghachi n'etiti ngwa ahịa ndị ọzọ, ma ọ bụ nwee ibu ibu site na iyingomi na ịgafe site n'otu ngwa gaa na nke ọzọ.

Enwere ike iji Scratchpad Command ebe ndị isi njikwa akaụntụ na-arụ ọrụ na mpaghara ahịa, na-enyere ha aka imelite Salesforce ka ha na ndị ọgbọ ha na ndị ọrụ ibe ha na-ejikọ ebe ọ bụla na ịntanetị. Tụkwasị na nke a, ndị isi ahịa na-erite uru site na ịnweta ozugbo na data Salesforce emelitere ka ha na-arụ ọrụ n'ime ngwaọrụ amụma kachasị amasị ha na sistemụ BI, ma ọ bụ dashboard akụkọ na-ewu ewu nke obodo.

Ndị ahịa nwere ike ịwụnye Scratchpad dị ka a Ihe nkwụnye Chrome, jikọọ na Salesforce ma mee mmelite na pipeline ha na 30 sekọnd ma ọ bụ obere. Scratchpad na-ejikọ ozugbo na Salesforce ma na-enye ndị na-ere ahịa ngwa ngwa na oge a iji nwee mmekọrịta na data ahịa ha na arụmọrụ ha. Salesforce na-abụ ebe nchekwa data nke ndekọ, ebe Scratchpad na-eje ozi dị ka isi nke aka ndị otu na-enweta ego na-enwe. 

N'ihe banyere ndị na-ere ahịa ahịa, ọ dịghị ihe na-ada ụda karịa ahịrịokwu ahụ oge bu ego. Ma mgbe oge ahụ (na ego ahụ) gburiri na ọkara n'ihi arụpụtaghị ihe niile nke ngwa na ngwa ndị kwesịrị ime ka ọrụ ha ka mma, ọ bụ naanị okwu maka ndị ahịa kamakwa na ala nke nzukọ ahụ. . Iwu Scratchpad na-enyere ndị isi akaụntụ aka ijikwa pipeline ọsọ ọsọ ma rụọ ọrụ nke ọma na oghere ọrụ ha dị mfe iji rụọ ọrụ, yabụ ha nwere ike ịlaghachi imechi azụmahịa ndị ọzọ ma nwee nnukwu mmetụta na azụmaahịa ahụ.

Nancy Nardin, Onye guzobere ya, Smart Smart Tools

Iwu Scratchpad dị ugbu a maka freemium na ndị ọrụ akwụ ụgwọ.

Scratchpad Unified Workspace

Scratchpad provides 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.

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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