GridBuddy Connect vs. Scratchpad

1. Making broad changes to data, like moving ownership of records from one user to another for a new Sales Rep or a moved Sales Rep. 2. Making broad changes to data for product changes, product introductions and such (product naming changes, product description changes, etc.). I recently had to make a change to the name of a Product Option. Product Options are a sub-object related to Product. This name change was in 22 places. Okay, 18 [is] not a lot, but to make this change individually 22 times is still very tedious and takes too much of my time. Instead, I set up my Grid with the Object and sub-Object and made all 22 changes at once with a mass change. Piece of cake. And I don't have to go back to several of the records to see if the change was made successfully (something you have to do with Dataloader). I could see the effective change all at once on my Grid screen.

Incentivized

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

• Reshapes the user Interface into an intuitive, clean, easy and thoughtful way, meaning Salesforce can be practically used for applications that (in my Opinion) salesforce was never designed for.
• Mass updates are a God send, Leaving quick and meaningful notes, setting up meetings with clients or upcoming calls to maintain contact, all from the same screen without information overload... a real achievement.

• 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

• Does not allow users to create new Campaign Member records; we would like to be able to add multiple Campaign Member records to a Campaign in a Grid.
• Does not allow users to create new Task records; we would like to be able to add multiple Tasks records related to the same user but multiple Opportunities and Contacts.

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

- Easy of use - Visual nature of using the product (as compared to Dataloader) - Quickness of making changes/updates/edits to long lists of records, live and real-time

Incentivized

- Ease of use - Real-time and visible nature of making mass changes - Ease of setting up a Grid - Ease of filtering the Grid to see the records that I need to change

Incentivized

GridBuddy was very easy to implement

Incentivized

This is the 1st inline editing product we have tested. The only reason we would ever go with another product is the price.

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

• Our sales executives save a lot of time reviewing all opportunities in a single editable view.
• Gridbuddy improves the functionality of our CRM by allowing us to edit multiple opportunities in one place.
• It is generally faster and easier to build a report in GridBuddy than it is in SAP C4C.

Incentivized

• 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