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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KD
Karl D
11/20/23
"The Reincarnation of SFDC."
What do you like best about Scratchpad? It makes SFDC easy to use. We all know that SFDC is a 'previous generation' solution. The interface, even the latest one, is bad. What requires 3 clicks in next gen solutions still requires 10 in SFDC. That breaks the sales team's apetite and discipline to update the data and as a result disables leaders to do their job. And that's a problem.
AU
Anonymous User
11/20/23
"Scratchpad has changed my worklife tremendously. All for the better!"
What do you like best about Scratchpad? If is fast, easy, and the Scratchpad team and our CRM manager has added the fields my team and I need for the highly specialized services we sell. We can update, track, and report to management from a single place. Furthermore, we've created specific views for each person who needs access to deal progress and pipeline, without the need to contact the individual reps. Extremely versatile and useful. I no longer need to track deals using spreadsheets ...
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AU
Anonymous User
11/20/23
"Scratchpad fills the gap in all the right places!"
What do you like best about Scratchpad? The ease of viewing and updating pipeline is fantastic. It's intuitive interface allows me to scrub pipeline in a fraction of the time it used to.
CF
Chris F
11/20/23
"Sales reps - Avoid SFDC and updating things manually!"
What do you like best about Scratchpad? Scratchpad is so freaking simple to use. It saves me time and energy, saves me clicks and the duldrums of having to log into SFDC, wait for it to load, log calls, send emails, take notes, etc. Scratchpad does it all for me now. It kind of seems too good to be true.
FA
Fabian A
11/20/23
"Upper Mid-Market Account Manager"
What do you like best about Scratchpad? As an Account Manager, Scratchpad is a game-changer for me. It's incredibly user-friendly, allowing me to breeze through essential tasks and manage workflows with unprecedented ease. The platform's intuitive interface means I can find answers quickly, freeing up my time to concentrate on the strategic and tactical aspects of account renewals and expansions. Even though I've not used other products in a similar category, I can confidently say that ...
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AS
Adam S
11/20/23
"Scratchpad makes pipeline cleanliness easy to achieve"
What do you like best about Scratchpad? I set Scratchpad as my homepage when I open Chrome so that my pipeline can always be front and center. Being able to update all of my deals in a single place is much more efficient than clicking into each opportunity in Salesforce one by one. Updating my pipe used to be cumbersome and something I would push off, but the ease of Scratchpad motivates me to make updates whenever I open up my browser or get off a call.
AU
Anonymous User
11/20/23
"Better CRM hygiene + easy notetaking"
What do you like best about Scratchpad? Scratchpad's UI is great and easy to use. It speeds up my CRM hygiene while making it easier for me to share notes on opportunities. I couldn't recommend it highly enough.
CB
Chad B
11/09/23
"Every Salesperson using Salesforce Needs this"
What do you like best about Scratchpad? Scratchpad has helped evolve my Salesforce 'clean up.' The first 8 months on the job, I was frustrated by the amount of time I had to dedicate to keeping my SF clean and up-to-date. When I installed the Chrome Extension, my world changed. It made things simple, quick, efficient and most importantly organized. The best part is getting the 1-on-1 personal training and set up for Scratchpad the way I need to use it. Luis helped me add the necessary ...
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DB
Dominick B
11/08/23
"Saves MOUNTAINS of time. Highly recommended."
What do you like best about Scratchpad? Everything is in one place. It streamlines nearly everything that would take multiple clicks in SFDC It is fast and it works. If I could count all the frustrating things about SFDC, the lag, the redundant clicks, slow searches, challenging live edits... Scratchpad solves it all.
CB
Courtney B
11/07/23
"How Scratchpad changed my SFDC hygene entirely"
What do you like best about Scratchpad? The most helpful thing I found with Scratchpad is the unique ability to built out custom reporting QUICKLY with little frustration. Having one place to view all the ops I have in play and easily being able to toggle between months / quarter end was effortless and would have been slow and not seemless of an experience with SFDC. The updates are automatic, you can update in bulk (amazing feature esp at the end of the quarter when you push 15,000 close ...
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].