PubNub Case Studies Scratchpad Enhances Sales Team Efficiency Through Real-Time Collaboration

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	Scratchpad Enhances Sales Team Efficiency Through Real-Time Collaboration PubNub

Scratchpad Enhances Sales Team Efficiency Through Real-Time Collaboration

PubNub

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
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. Read More
About 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. Read More
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. Read More Log in to view content
Contents

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

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 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.

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.

Impact #1	The implementation of PubNub has significantly improved the operational efficiency of Scratchpad. It has enabled real-time collaboration and updates, which are crucial for sales teams to share information and create more sales opportunities. The reliability of PubNub has also been a key factor, as it ensures 100% uptime and reliable updates, which are critical for Scratchpad's customers. The use of PubNub has also freed up Scratchpad's team to focus on architecting new product ideas and functionalities, enhancing the user experience. Overall, the use of PubNub has helped Scratchpad to improve productivity and create more sales opportunities for their customers.

Impact #1

The implementation of PubNub has significantly improved the operational efficiency of Scratchpad. It has enabled real-time collaboration and updates, which are crucial for sales teams to share information and create more sales opportunities. The reliability of PubNub has also been a key factor, as it ensures 100% uptime and reliable updates, which are critical for Scratchpad's customers. The use of PubNub has also freed up Scratchpad's team to focus on architecting new product ideas and functionalities, enhancing the user experience. Overall, the use of PubNub has helped Scratchpad to improve productivity and create more sales opportunities for their customers.

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Overview

Scratchpad Enhances Sales Team Efficiency Through Real-Time Collaboration

Operational Impact