Bigtincan vs. Scratchpad

Bigtincan Hub is a very well suited solution for board and other meeting management if your organisation values security and centralisation of document distribution. It has allowed us to eliminate paper based documentation for meetings, and provides meeting members instant access to documents and meeting information that can be updated by staff, as required instead of continually reprinting information.

Frankly, if I can do something in Scratchpad instead of Salesforce, I prefer Scratchpad because it's faster, easier, simpler, with a much more readable and useable interface. Salesforce has been getting requests to allow font size modification for over a decade and hasn't even done that. That's what sent me looking for something like Scratchpad. I sort of view it as a much more user-friendly UI to layover SF. It's faster and less frustrating than SF for frequent daily activities. It's great for creating notes and tracking tasks at a basic level in a much more user friendly environment than Salesforce. But it interacts w/ SF, which is great!

Incentivized

• Aggregating large amounts of information
• Sharing information, controlling permissions and read receipts
• Integration with other cloud based services such as Google Drive or Box
• Easy and seamless form creation

Incentivized

• Scratchpad notes are super easy to use and link to Salesforce Opportunities.
• Allows you to update all the necessary Salesforce opportunity fields without going into Salesforce.
• Easy to use Task manager that helps you stay on track through the day.
• Extremely easy to use and their CS team is always willing to provide training and help.

Incentivized

• There is some functionality that is missing when it comes to being able to utilize file level detail. The structure is based on a folder level organization so there is no way to tag specific files.
• Their reporting capabilities are not super user friendly but this is made up by the customer success team.

Incentivized

• When pulling in Salesforce reports, it doesn't have full ability to do grouping/sorting.
• When looking at pipeline view there's not an ability to expand the default view to see more than 5 people per group.
• It'd be nice if comments would go as a task rather than a buzz.

Incentivized

BTC was the only product we used.

Incentivized

It doesn't. Scratchpad is more agile and much easier to use as a seller managing a large patch with lots of opportunities. SAP is robust but is far more complicated and involves a lot more inputs to get the same outputs that you can get with Scratchpad in half the time and effort.

Incentivized

• [Minimizing] paper processes and documentation.
• Streamlining distribution of information, saving staff resources.
• Collaboration on business papers, improving outcomes and decisions.

• I save many hours a week using Scratchpad to simply manage my tasks.
• I no longer waste time waiting for SFDC to load.
• I can easily create opps, adjust the pipeline, and check to see if someone is already prospecting into an account.

Incentivized