Scratchpad vs. UpLead

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!

Incentivized

UpLead is well suited for environments where there is a lot of accurate contact information to research mainly generating sales for a business. On the other hand, businesses that don't require searching up a huge amount of contact data and that doesn't add up to the sales of a business do not need to use this software.

• 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.

Incentivized

• UpLead is one of the best B2B platforms available in the market which deals in offering the highest quality contacts and different companies’ data.
• It has the best and updated real-time email verification, having contacts worldwide, technology tracking, account-based marketing, and robust API.
• The integration of UpLead with other platforms is up to the mark. It allows users to integrate UpLead with other renowned software to have the best possible workspace to work on.

Incentivized

• 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.

Incentivized

• More data on small and start-up companies, but this situation is understandable.
• Collecting a long list of contacts, especially of overseas companies, can sometimes take a while as UpLead is verifying the data. But the wait is typically understandable and worth it.
• Sometimes I struggle with translating job functions in a foreign language, but this is easy to overcome.

So intuitive and user friendly

Incentivized

The tool is robust, it's powerful, it's accurate, and it's extremely helpful and pivotal in my current banking sales role. I could not succeed without UpLead's accurate data and contact information. I'm thankful that such an incredible service exists at such a fair and reasonable price, thank you for the value that you provide your customers and thank you for making me a very successful salesman and wealthier man

i like their support bot.

Incentivized

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.

Incentivized

UpLead costs a bit more, but I found the data on UpLead to be well worth it in comparison and it was easier to transfer to our CRM (HubSpot). I like how they also provide useful API integration into UpLead and I hope they begin to offer more automation in the future.

• 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

• I haven't been using UpLead long but I have generated interest in our company with several large accounts. Each one of them can add several million in revenue to our company.
• A huge time saver is to be able to send out email blasts to potential clients I've downloaded from UpLead.
• Securing any one of the prospects I'm working on through UpLead can easily pay for the investment 10 times over.
• Most of the salespeople in our company are asking me where I'm getting my leads from.