sales-i vs. Scratchpad

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
sales-i
Score 7.2 out of 10
Small Businesses (1-50 employees)
sales-i is a sales enablement software designed for product-based businesses that combines hard and soft data by connecting to an existing ERP system and extracting key data. It then works to combines existing data and puts it in a way that’s accessible to salespeople. sales-i is a software-as-a-service model (SaaS) that can be accessed from any Internet connected device.N/A
Scratchpad
Score 9.7 out of 10
N/A
Scratchpad is a productivity tool for account executives, built for sales to update Salesforce, take sales notes, and daily todos. The software can be installed as a Google Chrome plugin or as a web application. It connects to Salesforce and provides an interface where sales professionals can keep all their notes, process workflows, spreadsheets, and tasks. Co-founders Pouyan Salehi and Cyrus Karbassiyoon started the company in San Francisco, California in 2019.
$0
user / month *up to five users per company
Pricing
sales-iScratchpad
Editions & Modules
No answers on this topic
Free
$0
user / month *up to five users per company
Premium
$19
per user / month (billed annually)
Team
$39
user / month (billed annually)
Business
Custom pricing
Offerings
Pricing Offerings
sales-iScratchpad
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeRequiredNo setup fee
Additional Details
More Pricing Information
Community Pulse
sales-iScratchpad
Considered Both Products
sales-i
Chose sales-i
Advantages:
1. We can create reports that show where my sales are up, and down. It allows me to focus on customers that are down in specific categories and pinpoints the exact products.
2. It is extremely easy to log call notes and schedule future calls so we never miss an …
Scratchpad
Chose Scratchpad
Gong is terrible compared to Scratchpad. I wish that Gong would buy Scratchpad so that everything would be in one place, but Gong's equivalent tool is as far away from easy and intuitive as possible. It's clunky, and I hate going in there and clicking around.
Chose Scratchpad
Only compared to Salesforce functionality
Chose Scratchpad
Scratchpad's pipeline views allow for better forecasting. This saves me time using multiple tools and views to get a better pulse of where I am at and where I need to be. I selected Scratchpad as it was recommended to me by a colleague, and once he showed me how he was using …
Chose Scratchpad
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 …
Chose Scratchpad
I can't think of another tool similar to Scratchpad. The only other sales productivity tool that I've used in the past is Mixmax which is also an excellent tool. Mixmax has more features embedded in Gmail with the ability to view and edit Salesforce fields like Scratchpad, but …
Chose Scratchpad
Scratchpad is just a much more enjoyable way of interacting with Salesforce for the features it currently supports. It's not an alternative to Salesforce, it's an alternative UX for certain daily activities in SF, and it's great at that.
Chose Scratchpad
Before finding Scratchpad, logging account movements and mapping were done over OneNote (account management), Excel (pricing), and Word (call notes). Now I can get rid of the OneNote and Word aspects as they both sit on Scratchpad that links directly back to SF. This has helped …
Chose Scratchpad
I prefer the usage and benefit of Scratchpad over Coda, and easier & faster to use than Salesforce. I feel Coda has very little benefit (basically google page), but Scratchpad helps me stay organized for opportunities & discovery notes which is crucial. I highly suggest …
Chose Scratchpad
Scratchpad is far better and has way more ability to make changes than IQ does.
Chose Scratchpad
Scratchpad has more out-of-the-box features like centralized note-taking and the ability to pull in reports.
Chose Scratchpad
Scratchpad customizations stay within the margins of rules set by our organization. We didn't do a deep dive of Dooly and can mainly speak to the quality and effectiveness within Scratchpad. Currently, my entire team of 10 reps is using it, and we all have found usefulness. …
Chose Scratchpad
Before Scratchpad, I made all updates through Salesforce. Reports don't load super quickly and can be tough to change. Scratchpad makes this much easier.
Chose Scratchpad
I haven't ever used anything else other than your typical pen and paper or notes section on my Mac. I wouldn't have any info on how they stack up compared to the competition. I would venture to say they are the only ones trying to change sales reps' lives. It's just what they …
Chose Scratchpad
I selected Scratchpad because the depth of integration within Salesforce is very useful; I don't have to use a separate application than what I'm already using, Scratchpad is imbued within my Chrome and SFDC instances. Their free capabilities don't block you from viewing notes …
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sales-iScratchpad
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All AlternativesView all alternativesView all alternatives
User Ratings
sales-iScratchpad
Likelihood to Recommend
7.7
(0 ratings)
9.5
(0 ratings)
Usability
-
(0 ratings)
9.5
(0 ratings)
User Testimonials
sales-iScratchpad
Likelihood to Recommend
The specific scenarios based on my experience where sales-i is well suited was that it helps to manage sales activity very easily and provides a better funnel for more sales and a clear path for every lead that comes in. As we deal in B2B and B2C so it is very necessary that every customer should be happy.
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I have over 250 accounts in my name, and it can be difficult to prioritize and find notes on past conversations my colleagues may have had. Scratchpad makes it super easy to reference past notes and add new ones to organize my book of business and make the best use of my time.
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Pros
  • It helps me to sell more and makes me more organized to prepare myself for sales calls
  • It helps to manage each lead in a proper manner and create a proper funnel of lead from suspects to get mature
  • It helps our sales team to create campaigns
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  • 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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Cons
  • There is no free trial for this product even though it's a CRM
  • The pricing is very high compared to its competition.
  • The pipeline is very basic which is a bit of a let-down as this is a function we require so have to use a stand-alone product for this.
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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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Usability
No answers on this topic
Great functionality and a great intuitive tool
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Alternatives Considered
Advantages: 1. We can create reports that show where my sales are up, and down. It allows me to focus on customers that are down in specific categories and pinpoints the exact products. 2. It is extremely easy to log call notes and schedule future calls so we never miss an opportunity to reach out to our customers and get the sale. Disadvantages: 1. There is no Free trial for this product. 2. The product cost is very high compared to the competition.3. Integrations & Plugins is not match to it's competitors
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Scratchpad is just a much more enjoyable way of interacting with Salesforce for the features it currently supports. It's not an alternative to Salesforce, it's an alternative UX for certain daily activities in SF, and it's great at that.
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Return on Investment
  • As I user I can't say if it has a positive impact or a negative impact
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  • I'm using the free version and unfortunately our organization as a whole doesn't use it because we now use Gong. My manager has complimented me many times as always having an updated pipe compared to my other team members. It helps me be on top of it.
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ScreenShots

sales-i Screenshots

Screenshot of Plan and manage your day, knowing who to call, when to call and what to talk about.Screenshot of Manage all of your contact data and blend it with your transactional data for better visibility.Screenshot of Get the information you need for each customer account auto-generated every day.