Scratchpad vs. Mitratech TAP Workflow Automation

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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From my few months of using the tool, I believe the tool would be best suited for Legal Ops (Contracting) & Procurement. Maybe even in competitive bidding (strategic sourcing: eg RFP & RFX). The tool may be less appropriate for Payment Processing/Collecting.

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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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• Creating a user community and sharing knowledge of automation best practices.
• Easy to use form and workflow builder.
• Responsive and knowledgeable technical team.

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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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• Adding form fields can be quite tedious as it has to be added to every stage/relationship.
• It's difficult to remember where a certain condition/formula sits.
• I wish the workflow itself can be exported for presentation/demo/documentation purposes.
• I wish there was a way for more than one admin to configure the tool at the same time.

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Invited by TrustRadius (TR) on Vendor's Behalf

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So intuitive and user friendly

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Independently Invited by TrustRadius

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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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Autodesk selected TAP because of its ability to handle more complex workflows. We vetted a lot of "light" automation solutions but wanted a tool that was flexible enough to handle our more extensive use cases.

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Invited by TrustRadius (TR) on Vendor's Behalf

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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.

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Independently Invited by TrustRadius

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• Required fields force robust disclosure information up front.
• Workday integration enables pre-population of fields which reduces manual entry and saves compliance time.
• Emails, communications, and disclosure decision memos and stored in a centralized database which helps our team keep compliant records.
• Automated reminders have led to less ‘chasing’ by compliance.
• Improved UX has encouraged and increased disclosures, mitigating our company's risk.

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Invited by TrustRadius (TR) on Vendor's Behalf

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