TrustRadius Insights
Users have discovered that Scratchpad offers a more efficient and streamlined way to interact with Salesforce opportunities compared to …
Starting at $0 per month
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What is Scratchpad?
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…
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Pricing
Free
$0
On Premise
user / month *up to five users per company
Premium
$19
On Premise
per user / month (billed annually)
Team
$39
On Premise
user / month (billed annually)
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://scratchpad.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Push Notes to Salesforce with Scratchpad
YouTube
Bring Salesforce, Notes and Tasks to Email with Scratchpad Command
YouTube
Saura Johnston shares why Scratchpad is changing the game for top sales reps everywhere.
YouTube
RSCAD FX Demo Video 5 - Scratchpad
YouTube
FM SQL Scratchpad Demo
YouTube
A BETTER WAY: Utilizing Scratchpad within Salesforce Reports
YouTube
Product Details
- About
- Tech Details
- FAQs
What is Scratchpad?
Scratchpad Video
Scratchpad Demo
Scratchpad Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows, Mac |
| Mobile Application | No |
Frequently Asked Questions
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.
Scratchpad starts at $0.
The most common users of Scratchpad are from Mid-sized Companies (51-1,000 employees).
Comparisons
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Reviews and Ratings
(41)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
Users have discovered that Scratchpad offers a more efficient and streamlined way to interact with Salesforce opportunities compared to Salesforce Lightning. Its intuitive interface makes it easy for users to customize and modify reports, enhancing their ability to access and manipulate pipeline and opportunities. The seamless integration between Scratchpad and Salesforce allows for seamless alignment of information, greatly benefiting forecasting and key metric tracking. Account executives rely on Scratchpad throughout their day to take call notes, link them to SFDC opportunities, and automatically update them within the platform. Additionally, Scratchpad's integration with Chrome ensures convenient access every time a new tab is opened. Users appreciate the ability to manage opportunities on a single screen, with added functionality for customized fields, enabling them to keep everything organized and well-maintained. Scratchpad proves invaluable in saving users hours of time each week by enabling direct updates to Salesforce, including pipeline management and note organization by client, quarter, and category. Its contribution as a lifeline for deal management, Salesforce hygiene, and note-taking streamlines workflows for salespeople while ensuring up-to-date information in Salesforce.
Effortlessly editing Salesforce data without the need to load up the Salesforce app is another notable advantage of using Scratchpad. Real-time opportunity updates can be quickly performed within the platform itself, eliminating the need for manual editing within each opportunity individually. The platform's integration with Salesforce metrics simplifies data input into the CRM and enhances its value as an essential tool for sales teams. Salespeople regard Scratchpad as a game-changer that allows them to edit opportunities, attach notes, and streamline various sales activities effectively. With Scratchpad replacing Google Docs as the preferred choice for sales activities, it provides a more effective solution overall. Salespersons benefit from improved organization and maintenance of customer information while seamlessly syncing changes with Salesforce. Offering ease of use, Scratchpad's layout facilitates updating pipelines, notes, close dates, and accessing reports efficiently—making it an invaluable asset for managing sales activities. Furthermore, Scratchpad excels in tasks that are otherwise challenging within Salesforce, like mass transferring leads and updating opportunities. Users particularly appreciate Scratchpad's simple in-line editing feature, enabling them to swiftly update multiple Salesforce opportunity fields, including stage, next step, close date, and next step due date. Overall, Scratchpad optimizes outreach efforts by providing a more efficient way to navigate and manage sales activities compared to the native Salesforce interface. Its adaptability extends across various industries, making it beneficial for note-taking, task management, prospecting, pipeline management, and pipeline visibility. Salespeople from diverse industries rely on Scratchpad to streamline their workday, finding it incredibly efficient and essential for their sales processes. The exceptional effectiveness of Scratchpad has caused some users to develop a strong preference for companies that utilize Salesforce with Scratchpad, acknowledging its significant impact on productivity and satisfaction. By eliminating the need for direct interaction with SFDC, Scratchpad's integration with Salesforce further enhances the user experience. Users have experienced firsthand how Scratchpad eliminates the need for manual updates in Salesforce, saving them valuable time and effort. Whether it's swiftly updating opportunities or efficiently managing sales activities, Scratchpad proves to be an invaluable tool that streamlines workflows, keeps sales teams organized, and maximizes productivity. Its user-friendly interface, seamless integration with Salesforce, and time-saving capabilities set Scratchpad apart as an essential companion for sales professionals.
Pipeline View: Users have praised the pipeline view feature of Scratchpad, with many stating that it provides excellent control and simplifies task management. Several reviewers have found this view to be reliable and fast, enhancing their ability to stay organized and track progress efficiently.
Integration with Salesforce: Many users appreciate the ability to link notes to Salesforce opportunities and contacts, as it allows them to easily update and organize their records. This feature has been described as helpful in saving time during back-to-back meetings by enabling quick searches within notes. Numerous reviewers have mentioned that Scratchpad updates Salesforce records quickly, providing better visibility into their pipeline and making it easier to create reports on prospects.
Note-taking and Collaboration: The notes section of Scratchpad has received positive feedback from several users who find it a valuable feature. It saves them time by allowing quick note searches during meetings, ensuring important information is always at hand. Additionally, users like the fact that they can take quick and easy notes on anything they need while also being able to share and collaborate on these notes with others.
Inconsistent User Interface: Some users have mentioned that Scratchpad's user interface could be improved to resemble Salesforce, allowing for easier navigation and familiarity. They feel that the current interface is not intuitive enough and may require a learning curve for new users.
Limited Editing Options for Notes: Several reviewers have expressed a desire for more editing options for notes in Scratchpad. They would like to have features such as font colors and better customization options for lists. These additional editing capabilities would enhance the overall note-taking experience.
Lack of Robust Reporting Capabilities: A number of users have commented on the need for more robust reporting capabilities in Scratchpad. They feel that the existing reporting features are limited and do not provide sufficient insights into their sales activities. Having more advanced reporting tools would greatly benefit them in tracking their progress and making data-driven decisions.
Users have made the following recommendations regarding Scratchpad:
-
Learn and explore all parts of Scratchpad: Users suggest taking the time to thoroughly learn and explore all the features and functionalities of Scratchpad, including trying out the free version.
-
Encourage team members to learn Scratchpad: Some users express frustration when their team members are not familiar with Scratchpad. They recommend supporting colleagues to learn and use the tool to enhance collaboration and productivity.
-
Take advantage of on-boarding assistance: Users suggest taking the on-boarding call offered by Scratchpad for guidance in getting started with the tool. This can ensure a smooth transition for individuals or teams integrating Scratchpad into their workflow.
Reviews
(1-17 of 17)Companies can't remove reviews or game the system. Here's why
March 08, 2022
First time Scratchpad User. Won't be the last!
I use Scratchpad throughout my entire day as an Account Executive. I use it to take notes for all of my calls which can be linked to the SFDC opportunity and it auto-updates every time I make changes in SP. I also use it to update my SFDC pipeline. Their UI makes it easy to make mass edits and changes to SFDC fields without the extra clicks that Salesforce makes you go through. It's integrated into Chrome so every time I open a new tab it's Scratchpad which makes it really convenient to access. It has helped my productivity tremendously.
- Salesforce pipeline updates
- Note taking - linked to SFDC
- Note taking linked to GCal events
- Tasks management
- More editing options for notes like font colors, better customization for lists (numbers, bullets, etc)
- Show dependencies when updating SFDC Opps.
- View my GCal events on the Scratchpad homepage
- Ability to create tables in notes
March 02, 2022
Scratchpad is a much more user friendly way to interact with Salesforce for some daily activities
I and some others on my team use Scratchpad as a more convenient and quick way of interacting with our opportunities from Salesforce. I found that Salesforce lightning is actually very slow, and it seems that using Scratchpad is actually a much faster process. It's also a lot easier to customize and modify my reports, due to Scratchpad's interface just being so much more user-friendly.
- Reviewing Accounts or Opportunities
- Adding notes
- Saving workflows for frequent Salesforce processes
- I'd love to be able to do even more of what I do in Saleforce in Scratchpads interface.
- It would be nice to be able to update fields that require a workflow in Salesforce via Scratchpad
February 28, 2022
Salesforce pipeline management made easy
Currently, I use an individual account for pipeline management and notes features every day. It is much easier to update and organise my opportunities in Scratchpad than doing it in Salesforce. It automatically updates relevant fields as well in Salesforce. The Scratchpad team is also amazingly fast at developing new features, which are making it even more effective day by day.
- Scratchpad pipeline management and admin work easy
- I enjoy easy call notes feature integrated to my calendar events
- Quick integration with Salesforce
- Plugin works flawlessly
- I honestly can not think of any improvement point. The existing features work perfectly. More features like reports and dashboards could be nice to have.
February 25, 2022
Download this....Scratch that! Buy this for your team!
Problems
Scratchpad Use Case
- Internal sales force has bloated field structure, too many unnecessary ones
- Reports for forecasting per salesperson can better
Scratchpad Use Case
- Reporting of pipeline account by account, quarter on quarter with short notes detailing next steps
- Taking notes during discovery calls and internal account planning meetings
- Scheduling next step notes for each account
- Pipeline view is excellent, gives great control and keeps things simple
- Reliability and speed of app
- Notes section is a great feature
- Notes app can be more closely tied to pipeline
- Outlook integration
- Tagging features in the notes
- Task function is a bit too hidden, I would like it to be more closely integrated to pipeline and notes
February 25, 2022
Scratchpad is a must have!
We use Scratchpad to ensure our opportunities in Salesforce are up to date and a quick way to stay on top of all of our opportunities. It is very easy & efficient. It benefits us as reps and our managers. It is fantastic to be able to update opps super quickly, ensure you're on top of opps by having them on Scratchpad, make sure highlights are ready for the forecast. A game changer!
- Easy to use
- Super quick
- Keeps everything organized
- Always updated Salesforce
- None so far!
February 24, 2022
Scratchpad is a game changer
To update pipeline, notes, close dates, view reports, etc.
- Quick access to Salesforce opportunities.
- Ability to easily update notes.
- Ability to see reports.
- Once you have premium the possibilities are endless.
- The ability to buy premium for 1 license.
February 22, 2022
Quickly Update CRM and Opp Data
I use Scratchpad to quickly update accounts, contact, and most importantly opportunity details. It's a quick way to surface Salesforce data and edit almost all fields in line. The top things that we must update as AEs are the next steps, sales representative notes on the opportunity, close/launch dates, and steps in the sales process. I'm able to do all of this right in the Chrome browser without firing up Salesforce, and let's face it - the mass amounts of data take a while to load up and edit within the app itself.
- Edit in line
- Run quick reports on any Salesforce objects
- Update forecast
- Chatter functionality
- Working with cases
February 22, 2022
Scratchpad is a great tool
We use it to do things that are hard in Salesforce - update pipeline, mass transfer leads, and update opportunties.
- Updating pipeline.
- Converting leads.
- Keeping notes all together.
- 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.
February 22, 2022
Scratchpad + Workflow = Efficiency
We currently use Scratchpad on my sales team. It has helped tremendously create a more consistent workflow. The first and most apparent use case for Scratchpad is within Opportunity Hygiene. I love the fact that I can manage all of my opportunities on one screen and add the fields that work best for me while still complying with our rev ops/Salesforce requirements. It keeps everything clean and allows for an easy way to keep my notes together.
- Opportunity Hygiene
- Linking notes to opportunities/contacts
- Allows me to create tasks to complete and know what is on my calendar
- Integration with other apps is still developing
- Everything is customizable which can be overwhelming if you aren't a process person
- Takes time to incorporate it into your routine
February 18, 2022
Super quick!!
We use Scratchpad to quickly update Salesforce. I mostly use it to update my pipeline and have everything squared away before going into weekly forecasting. I also take all my notes in Scratchpad and organize them by client, quarter, category, etc. Lastly, I create reports and filter them down to get a better look at my account list.
- Updating.
- Organizing.
- Deleting notes.
- Being intuitive for users.
February 17, 2022
Scratchpad is the holy grail of all sales tools
We use it for note-taking, task management, prospecting, pipeline management, and pipeline visibility. I personally use it every hour of the workday. It is incredibly efficient and beneficial for all salespeople across all industries and verticals. I personally will not work at another company that uses Salesforce without Scratchpad. It's that good. I never have to interface with SFDC b/c of Scratchpad.
- Pipeline management.
- Prospecting ease.
- Note taking.
- Task management.
- Integration with other tools like Superhuman (email).
- Auto task completion.
- I can't think of anything else.
February 17, 2022
Mad? Try Scratchpad
The issues salespeople have all stem from us not taking notes in the correct place. We make notes and we don't update them to Salesforce. I personally would hate to do that. Luckily from the beginning, I have had the ability to manage everything from Scratchpad. Now I don't have to worry about if I updated notes in the CRM. It's already there! When you have a large book of business it can save you hours every single week.
- Updates Salesforce automatically.
- Organizes my notes how I want them.
- Searches within my notes saves me time when I have back to back meetings.
- Integrating is easy and not an issue.
- Ease of use could be just making it easy for me to have files to throw my notes into.
- Another part would be nice to get better notifications.
I use Scratchpad to take notes on my opportunities as well as to quickly and easily update many types of records such as opportunities and accounts in Salesforce without having to wait for extensive loading times. I sync my Scratchpad notes into Salesforce so that others using Salesforce can easily access my notes and theoretically collaborate with me on the same opportunity with their own notes. I also use Scratchpad to search for records I need to refer to while on any page using the command + J shortcut.
- Updates fields in Salesforce very quickly.
- Easy for taking notes and organizing.
- Great way to quickly search for any record from any page.
- Would love for Scratchpad to integrate with CPQ.
- Would like integrations with LinkedIn Sales Navigator and Outreach.
February 17, 2022
Don't even question your decision just buy it!
This is a salesperson's dream- the ability to edit all of your opportunities from one screen and attach notes is a game-changer. I will never not use Scratchpad even if I have to buy it myself if my company ever doesn't use it!!
- Saves a ton of time.
- Update pipeline with ease.
- Attach notes easily to Salesforce.
- Literally nothing!
February 17, 2022
Helps me make $$$$$!!!
I can't say enough good about Scratchpad! I use it every hour of every day for all sales and activities I do. It is great for taking notes, sending ops to Salesforce, or even updating Salesforce ops within Scratchpad. Before Scratchpad I was using Google Docs and it was just not very effective. If you are in sales make sure you are using this software!
- Note taking.
- Updating ops in Salesforce.
- Looking up ops in Salesforce.
- Maybe a better search feature, but not sure what else to improve.
February 17, 2022
Scratchpad- Sales organization at your fingertips
Scratchpad is not only how we stay organized in our selling as well as collaborate with the rest of the company. When it comes to staying organized, I put notes on almost anyone I talk to during my sales day. The beautiful thing is you have the availability to upload these notes you take straight to the CRM. Any notes you are then able to share and collaborate with anyone in your organization!
- Allow you to take quick easy notes on anything you need.
- Allow you to share and collaborate on these notes.
- Upload notes to your CRM.
- I know there are ways to have excel type charts in your notes, but it's not clear to me how to use that.
February 17, 2022
Takes the Dreaded Salesforce Admin work out of Sales and enables you to spend more time on the stuff that matters!
Scratchpad is my lifeline to everything related to deal management, Salesforce Hygiene, and Notes. I like a lot of salespeople dread the admin side of the job. We really all just want to close deals without having to worry about documentation around it. Scratchpad has saved me hours every week by allowing me to update everything I need to in Salesforce directly from Scratchpad. It's no secret that Salesforce isn't the most user-friendly platform out there and Scratchpad has all the Opportunity fields I need to update in their platform.
- 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.
- It would be nice if they could add a red color highlight on the tasks and next steps that are past due to help the rep identify what they forgot to do.