8.1
Spot Score
Boost sales with targeted marketing automation.
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Starts from $19/User/Month, also offers free forever plan
Scratchpad has clearly made a strong impression on users over the past year, emerging as a game-changing tool for sales professionals and teams who often find themselves bogged down by Salesforce's complexity. Its standout feature is undeniably its simplicity and efficiency. Scratchpad allows users to update deals, pipelines, and opportunity details from a ...Read more
Effortlessly integrates with Salesforce, letting users update and manage opportunities, pipeline, and accounts all in one place.
Tremendously saves time by streamlining repetitive data entry and reducing clicks compared to traditional Salesforce workflows.
Intuitive, user-friendly interface that requires minimal training to use effectively.
Customizable views, filters, and templates allow users to organize and focus on key priorities with ease.
Slight learning curve for new users to fully utilize the tool's broad feature set effectively.
Limited standalone functionality; heavily dependent on Salesforce integration to unlock its potential.
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Showing 181-190 out of 399
ET
Evan T
04/19/23
"Scratchpad helps me work more efficiently"
What do you like best about Scratchpad? Scratchpad makes it easy to log my client interactions in Salesforce. The most helpful feature is the ability to pull up the hot key menu from any browser window. This allows me to log notes in the natural course of my workflow without having to context switch.
OS
Oscar S
04/19/23
"Makes managing your pipeline a breeze!"
What do you like best about Scratchpad? The ability to see you whole pipeline and move things in an out of stages without having to have 30 windows open What do you dislike about Scratchpad?
AN
Austin N
04/19/23
"Great workflow tool with SF"
What do you like best about Scratchpad? Easy of use and updating SF records; great tool! What do you dislike about Scratchpad?
CH
Carly H
04/19/23
"Whoever created Cmd + J is my hero (an ode to Scratchpad)"
What do you like best about Scratchpad? I love using Scratchpad because it is 1) easy to use, 2) has an approachable and clean aesthetic, and 3) saves me so much time. I describe Scratchpad as a wormhole to Salesforce because it allows me to access and update fields in a few clicks which would take me many more clicks and some extra loading time in Salesforce. It is overwhelming to keep such a high volume of opportunities up to date, but Scratchpad helps me stay ahead of things, allowing me ...
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DW
Deken W
04/19/23
"A quicker way to manage Accounts, Opportunities, Contacts and Leads."
What do you like best about Scratchpad? The ease of use and the ability to filter information quickly. I like that it updates real time and allows me to work through the flow of work better.
CW
Charmie W
04/19/23
"Scratchpad simplifies our salesforce process"
What do you like best about Scratchpad? Scratchpad has made it easier for our sales, account management team and strategy team to all be on the same page. There is less distractions and is much more user friendly for our team to work simultaneously from.
HP
Henry P
04/19/23
"Scratchpad for Financial Services Company"
What do you like best about Scratchpad? I by chance, came across Scratchpad and am so glad that I did! I lead business development for my company and as a result, spend a lot of time in Salesforce. Our company is incredible cross functional and therefore, information symmetry across various divisions is paramount to the success of our business. Prior to Scratchpad, there was no uniformity in how team members took notes or the cadence in which we synced/uploaded those notes to Scratchpad. ...
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RD
Randi-Sue D
04/19/23
"Productivity Hack- Spend More time on RGA"
What do you like best about Scratchpad? 1. Productivity I tested the tool before I rolled it out to the team. As a leader, I could easily save hours of time so I knew my team would benefit even more which means more time for RGA.
SF
Scott F
04/19/23
"A great way to keep track of your pipeline and make quick changes!"
What do you like best about Scratchpad? I heard about Scratchpad from a colleague and scheduled a meeting with a rep. They explained how easy it is to manage pipeline and make changes, all without having to open the opportunity in Salesforce. It is a GAME CHANGER when adjusting close dates and puts all your opps in one central location! I highly recommend it!
PC
Priya C
04/19/23
"Take the pain out of updating Salesforce"
What do you like best about Scratchpad? The ability to save/create contacts and opportunities directly from Google Calendar, and clean pipeline dashboards views What do you dislike about Scratchpad?
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
