Saleo vs. Scratchpad

Well suited as a post demo or high level demo resource. I believe initial demos live should use your normal platform but any follow up material would be great with Saleo.

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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!

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• Industry Templates that can be easily shared and used by sales
• Creation of custom demo's by Sales Engineers in minutes
• Reducing prep time for demos. Click on a template and go.

• 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.

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• Self-serve modeling options for new features

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• 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.

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It is good... not super intuitive, sort of slow to build, and takes a minute to capture the screen and ensure. Everything loads correctly. And adding in additional screen captures is a manual/annoying process.

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So intuitive and user friendly

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Saleo is way easier to use and allows you to be more guided. Figma was more complicated and feels like it lacks a lot of functionality or usability. I don't need to train someone on how to use a Saleo click through demo like I feel I would need to do with Figma

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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.

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• We've reduced prep time for demo's by hours per demo
• Our commercial sales (velocity business) now demo's on their own with no help from SolCon
• For large enterprise deals, we create a custom demo every time now. That was not possible before Saleo

• 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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info