Scratchpad vs. Teller Referral Assistant®

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
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
per month
Teller Referral Assistant®
Score 0.0 out of 10
N/A
Teller Referral Assistant® solution helps tellers increase referral activity by generating quality teller referrals based on banking behavior and transaction interactions. Teller Referral Assistant is a memory resident teller toolbar that interfaces directly with core banking teller applications such as those provided by Fiserv, Fidelity Information Services, Finastra, Jack Henry and others.N/A
Pricing
ScratchpadTeller Referral Assistant®
Editions & Modules
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
No answers on this topic
Offerings
Pricing Offerings
ScratchpadTeller Referral Assistant®
Free Trial
YesNo
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
ScratchpadTeller Referral Assistant®
Best Alternatives
ScratchpadTeller Referral Assistant®
Small Businesses
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Score 8.2 out of 10
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Medium-sized Companies
Paperflite
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Score 8.0 out of 10
Paperflite
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Score 8.0 out of 10
Enterprises
Paperflite
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Score 8.0 out of 10
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Score 8.0 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ScratchpadTeller Referral Assistant®
Likelihood to Recommend
9.2
(30 ratings)
-
(0 ratings)
Usability
9.0
(1 ratings)
-
(0 ratings)
User Testimonials
ScratchpadTeller Referral Assistant®
Likelihood to Recommend
Scratchpad, Inc.
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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Quest Analytics
No answers on this topic
Pros
Scratchpad, Inc.
  • 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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Quest Analytics
No answers on this topic
Cons
Scratchpad, Inc.
  • 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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Quest Analytics
No answers on this topic
Usability
Scratchpad, Inc.
So intuitive and user friendly
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Quest Analytics
No answers on this topic
Alternatives Considered
Scratchpad, Inc.
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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Quest Analytics
No answers on this topic
Return on Investment
Scratchpad, Inc.
  • 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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Quest Analytics
No answers on this topic
ScreenShots