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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PK
Paul K
10/31/23
"I LOVE Scratchpad"
What do you like best about Scratchpad? Scratchpad makes my life as an Account Manager easy. I have a comprehensive list of my accounts, opportunities, and tasks all on the homepag of my browser. I'm able to quickly and efficiently in-line edit my notes, create tasks, and update opportunity fields without ever having to leave Scratchpad. I can also jot down notes during my calls and automatically link them to the salesforce record of the opportunity I'm working on. With forecasting being so ...
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SD
Simon D
10/27/23
"Simon Darby scratchcard review"
What do you like best about Scratchpad? The ease and simplicity of entering data What do you dislike about Scratchpad?
CA
Chris A
10/24/23
"Scratchpad is an AE game changer"
What do you like best about Scratchpad? Being an AE, I have a lot of notes that I take in demos and internal meetings. Scratchpad gives me the ability to organize my thoughts and keep a record of how everything has been going. When I first signed up for scratchpad I heard it was awesome but then someone reached out to me and gave me a quick rundown on how to use it and it blew my mind on how many things I can use. I use it quite frequently and everyday. It also syncs to Salesforce and what ...
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AU
Anonymous User
10/19/23
"So efficient"
What do you like best about Scratchpad? Scratchpad makes editing salesforce updates so easy and efficient. I can update multiple accounts on one page. Salesforce is quickly becoming a legacy tool and apps like Scratchpad make it more usable.
AU
Anonymous User
10/18/23
"Supercharge SFDC without having to open it"
What do you like best about Scratchpad? Scratchpad allows me to get to the content I need FAST! I live in ScratchPad. The info I need from SFDC is always at my fingertips and I can create reports across various objects to get exactly the views I want. Hygiene is a snap because I create a view that provides the relevent content and just simply update the fields. Rich text fielding means I can get additional context into my updates and we have found that incredibly valuable and not native to ...
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⛳N
⛳️ Nick A
10/12/23
"Literally saves me HOURS per week! Totally hooked!"
What do you like best about Scratchpad? The time it saves me each week with making live updates on my salesforce opportunities and pipeline overall, and how eeasy it is to instantly start using this tool right out of the gate!
AU
Anonymous User
10/11/23
"Amazing product and customer experience!"
What do you like best about Scratchpad? Scratchpad is the best tool to overcome Salesforce's limitations and long-windedness. It's very easy to use, instinctive and the fastest way to update your Accounts and Pipeline. In addition to that, they have a top notch customer onboarding and support!
SP
Stephanie P
10/11/23
"A seller's dream!"
What do you like best about Scratchpad? The ease and functionality of the tool are my favorite aspects. Organizing and cleaning my pipeline has never been easier! I use it almost everyday and I love that as I open a new tab, the ease of managing my pipeline is a click away rather than opening all my opps in different tabs when doing it via SFDC.
MM
Monica M
10/10/23
"Made my life easier, saved me time"
What do you like best about Scratchpad? It was much easier to pull custom reports, track the work of my direct reports, and note trends I could coach on. What do you dislike about Scratchpad?
CS
Cole S
10/10/23
"Faster and Easier Pipeline Management"
What do you like best about Scratchpad? Our revenue team requires us to update and maintain a lot of fields in SFDC for every opportunity we create. With 20+ fields on each opportunity record across dozens of accounts, that are changing weekly, it's very time consuming to go to each opportunity to SFDC to make these edits. Scratchpad allows me to view my entire pipeline and cooresponding fields into one clean view where I can make edits without any additional clicks or loads. For me, I'm ...
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
