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What is Xvoyant?

Efficiently identify and prioritize the improvement areas for each sales representative. The coaching experience is fully integrated with Salesforce, as Xvoyant's intuitive design complements your existing sales stages and organizational frameworks. In minutes, you can access essential success factors through simple drill-down options and explore various "what if" scenarios. Xvoyant provides outcomes that are evaluated objectively against set process benchmarks, thereby removing emotional biases and defensiveness from the equation. By transforming historical Salesforce activity data into a predictive modeling tool, it enables leaders to focus their coaching efforts on representatives who will gain the most from guidance. The platform uses machine learning and data analytics to deliver a thorough understanding of the actual status of each deal in your pipeline. You can establish stage verifiers to keep track of crucial inflection points for every deal, making certain they advance and ultimately close. Furthermore, Xvoyant acts as a centralized hub for planning, scheduling, documenting, and monitoring coaching sessions and objectives, which cultivates a more systematic approach to sales development. This all-encompassing tool not only simplifies the coaching process but also encourages accountability and fosters growth among team members, ultimately enhancing the overall effectiveness of the sales team. By leveraging such capabilities, organizations can ensure their sales representatives are continually evolving in their roles.

What is Scratchpad?

Salesforce, while a powerful database, often suffers from slow performance, requiring users to navigate through excessive clicks and multiple browser tabs for their everyday activities. As a result, many individuals turn to spreadsheets for various tasks, including recording sales notes and managing to-do lists across different platforms, which in turn compels them to dedicate time on their calendars just to input data back into Salesforce. Is this truly the best method? We contend that it isn’t! Introducing Scratchpad, a workspace specifically designed for sales professionals. Every aspect of Scratchpad has been meticulously crafted with the needs of account executives in mind, focusing on enhancing speed and ease of use. This tool effectively unifies sales notes, spreadsheets, tasks, Kanban boards, search capabilities, collaboration features, and compliance with sales protocols all within a single, intuitive workspace that connects directly to Salesforce, eliminating the necessity for switching between multiple tabs and repetitive tasks. Given the numerous responsibilities sales professionals juggle daily, reducing clicks is crucial; Scratchpad compiles notes, tasks, and customer details—including emails, calendar appointments, and activity logs—into a streamlined interface. This groundbreaking solution not only alleviates the struggle of navigating between different windows but also equips users with a holistic view to enable swift decision-making. Ultimately, Scratchpad is poised to transform the workflow of sales professionals, making their operations more fluid and productive than ever before. By embracing such an innovative approach, sales teams can focus more on closing deals rather than struggling with cumbersome administrative tasks.

Media

Media

Integrations Supported

Salesforce
Ashby
GenRocket
Google Chrome
Slack

Integrations Supported

Salesforce
Ashby
GenRocket
Google Chrome
Slack

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$19 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Xvoyant

Date Founded

2016

Company Location

United States

Company Website

www.xvoyant.com/sales-performance-improvement-platform

Company Facts

Organization Name

Scratchpad

Date Founded

2019

Company Location

United States

Company Website

scratchpad.com

Categories and Features

Sales Coaching

Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

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

Categories and 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

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