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PubNub Scratchpad Case Study

Scratchpad is a workspace that combines notes, tasks, pipeline management, chat, and collaboration into one app connected to Salesforce to improve sales team efficiency. It leverages PubNub for real-time updates and collaboration features. Engineering Manager Justin Zhang credits PubNub's reliability and documentation for helping them build these features. By using PubNub, Scratchpad can reliably power real-time collaboration to streamline workflows and create more sales opportunities for customers.

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Hendra Wijaya
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53 views3 pages

PubNub Scratchpad Case Study

Scratchpad is a workspace that combines notes, tasks, pipeline management, chat, and collaboration into one app connected to Salesforce to improve sales team efficiency. It leverages PubNub for real-time updates and collaboration features. Engineering Manager Justin Zhang credits PubNub's reliability and documentation for helping them build these features. By using PubNub, Scratchpad can reliably power real-time collaboration to streamline workflows and create more sales opportunities for customers.

Uploaded by

Hendra Wijaya
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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CASE STUDY

Scratchpad Improves Efficiency


For Sales Teams

“The most important thing about


PubNub is its reliability, I don’t
have to think about it.”

Justin Zhang
Engineering Manager
Scratchpad
Scratchpad CASE STUDY

Meet Scratchpad

Scratchpad is a workspace designed for


salespeople to quickly access and update
Salesforce. Their mission is simple: to make
salespeople happy by providing them with a
revenue team workspace to streamline their
day-to-day work.
Leveraging real-time collaboration
For sales teams, it’s important that they focus features to improve productivity
on customer relationships, not constantly
switching between tabs to update fields Scratchpad leverages PubNub for real-time

and next steps in Salesforce. Scratchpad updates and collaboration features. “We use

combines notes, tasks, pipeline management, PubNub to accomplish a lot of what we do,”

chat, and collaboration into one simple said Justin Zhang, Engineering Manager at

revenue team workspace, always connected Scratchpad. With these real-time features, users in

to Salesforce. Compared to switching back the Scratchpad app can receive updates on sales

and forth between apps, copying and pasting metrics and see shared notes and configuration

data in Salesforce, and using multiple browser fields within Salesforce. Additionally, users have

tabs to keep track of to-dos, Scratchpad the ability to comment on specific fields and

removes the tedium of data entry for reps so records in real time.

they can focus on closing more deals.


During the implementation process, Zhang credits

As a workspace designed and built with sales PubNub’s Javascript documentation for helping

teams in mind, it’s crucial that Scratchpad his team easily build these features into their

is able to provide their customers with the app. And since getting up and running, they have

speed they need to improve efficiency, which continued to utilize PubNub’s functionality, like

enables them to sell more. To help accomplish Presence, to deliver dynamic information to users

this, Scratchpad relies on PubNub. in a channel.


Scratchpad CASE STUDY

Using PubNub, Scratchpad synchronizes client- “The most important thing about PubNub is its
side applications to deliver digital collaboration reliability, I don’t have to think about it,” said Zhang.
capabilities to sales teams. When one person “It has succeeded in being a good abstraction
makes a comment in their app, it immediately layer to the push and sync notifications and other
gets pushed to all the people who have functionalities that we use.”
that particular page open. They can then
communicate in real time through PubNub. Streamlining workflow for better
results
This is crucial because it enables their customers
to share information and collaborate in real For Zhang, a core part of his role at Scratchpad
time—improving efficiency—which helps to is focused on architecting new product ideas
create more sales opportunities. and functionalities. As he looks to the future, he
is excited to see how his team can use more of
Making the switch to a reliable PubNub’s functionalities to enhance their user
partner experience.

Prior to PubNub, Scratchpad was using their By using PubNub, Scratchpad can operate
own in-house system to power their app. reliably to power real-time collaboration features
However, they knew that building real-time for sales teams. This improves productivity
updates and collaboration features at scale and ultimately helps to create more sales
themselves would be difficult to maintain, opportunities for customers.
which is what led them to PubNub.
If you would like to learn how PubNub can help
“Our real-time capabilities need 100% uptime,” you power real-time features at scale—get in
said Zhang. “Dropping one message is so touch with our team of experts.
devastating, and we have customers that
depend on us for reliable updates.” Now by
relying on PubNub, they are able to provide
their customers with the speed and reliability
that they need to streamline the many different
aspects of sales.

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