SalesScreen vs. Scratchpad

I recommend that if your group still can't find a way to work together, they don't achieve sales goals or the work becomes tedious, without a doubt SalesScreen has excellent tools that can promote and strengthen relationships between co-workers and clients.

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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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• Integration with Salesforce, for games and group dynamics, competitions, and rewards.
• Data storage of sales representatives, management of their work, the performance they have in it, and the economic impact of their sales.
• We don't need more complicated tools, and less if it is to manage group dynamics, finding SalesScreen that is much easier to use really comforts us.

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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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• I would like better graphics, to visualize the competitions and rewards in a much more customizable and fun way.
• Improve mobile application, we access it much more since it is more practical; however, we cannot visualize it as interactive as on the computer and this is significant.

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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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So intuitive and user friendly

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We considered Hoopla, for having similar tools, but SalesScreen was the one that best suited our work group, and its interface was much easier to use. I like how SalesScreen presents group dynamics options like competitions or ranking, Hoopla didn't seem as interactive to me.

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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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• When our team interacted better with all the sales staff, we strengthened ties, motivated better work, and set fully achievable goals. We discovered that each sales agent gave their best and brought the company better results, with solid clients and more significant sales.

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• 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