Overview
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…
Scratchpad is awesome!
First time Scratchpad User. Won't be the last!
LOVE Scratchpad!
Scratchpad is a much more user friendly way to interact with Salesforce for some daily activities
Salesforce pipeline management made easy
Download this....Scratch that! Buy this for your team!
- Internal sales force has bloated field structure, too many unnecessary ones
- Reports for forecasting per salesperson can better
Scr…
Scratchpad is a must have!
I would be lost without Scratchpad!
Scratchpad is a game changer
New way to update pipeline and follow up
Quickly Update CRM and Opp Data
Scratchpad is a great tool
Scratchpad + Workflow = Efficiency
New Zealand Scratchpad review.
Super quick!!
Awards
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Pricing
Free
$0
Premium
$19
Team
$39
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Push Notes to Salesforce with Scratchpad
Bring Salesforce, Notes and Tasks to Email with Scratchpad Command
Saura Johnston shares why Scratchpad is changing the game for top sales reps everywhere.
RSCAD FX Demo Video 5 - Scratchpad
FM SQL Scratchpad Demo
A BETTER WAY: Utilizing Scratchpad within Salesforce Reports
Product Details
- About
- Tech Details
- FAQs
What is Scratchpad?
Scratchpad Video
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
Comparisons
Compare with
Reviews and Ratings
(41)Community Insights
- 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:
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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.
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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.
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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
(1-14 of 14)Scratchpad is awesome!
- organization
- Integration
- Centralization
- User Interface
First time Scratchpad User. Won't be the last!
- 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
Salesforce pipeline management made easy
- 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.
Download this....Scratch that! Buy this for your team!
- 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
For those that don't need to muck around Salesforce too much and need a clean view of your opps and accounts and pipeline.
Single source of truth for account interactions. Notes and Pipeline view harmonize well. No more separated notes in Word docs. Now whatever notes I take down on Scratchpad is reflected and saved in my Salesforce.
Scratchpad is a game changer
- 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.
New way to update pipeline and follow up
- Updating Salesforce records.
- Easily create reports of prospects.
- Get better visibility into your pipeline.
- More robust reporting capabilities.
- Integration with a VoIP tool.
Quickly Update CRM and Opp Data
- Edit in line
- Run quick reports on any Salesforce objects
- Update forecast
- Chatter functionality
- Working with cases
Scratchpad is a great tool
- 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.
Super quick!!
- Updating.
- Organizing.
- Deleting notes.
- Being intuitive for users.
Scratchpad is the holy grail of all sales tools
- 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.
Helping out the Salesforce beast
- Adds better data to the CRM.
- Helps organize leads and Calendar.
- Helps speed up the sales process with more efficient ways of doing things over Salesforce.
- Initial set up was intimidating.
- Adding the extension was pretty easy but could have been easier.
- I wish my rep followed up with me a few more times.
- 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.
Don't even question your decision just buy it!
- Saves a ton of time.
- Update pipeline with ease.
- Attach notes easily to Salesforce.
- Literally nothing!
Takes the Dreaded Salesforce Admin work out of Sales and enables you to spend more time on the stuff that matters!
- 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.