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
(1-25 of 26)Scratchpad is awesome!
- Closed more deals
- More accurate forecasting
First time Scratchpad User. Won't be the last!
- It's saved me a lot of time
LOVE Scratchpad!
- Given time back to my day on investing in activities that convert vs spending time on operational activities
Scratchpad is a much more user friendly way to interact with Salesforce for some daily activities
- It saves me time
- It saves me frustration of working within Salesforce for the little things
- It's got a great free tier for a Customer Success use case.
- It's not the best solution for everything. It's not a Swiss army knife. But what it does, it does best.
Salesforce pipeline management made easy
- It provides me with better visibility over my pipeline and helps me gain time with admin work.
Download this....Scratch that! Buy this for your team!
- Saved tons of time on SF admin
- Clearer forecasting of opportunities
- Better account management
Scratchpad is a must have!
- Positive impact for all opps are up to date on a daily basis
- Positive impact for all discovery notes to be on one page
- No negatives yet
I would be lost without Scratchpad!
- Scratchpad saves me hours everyday by making it so easy to log my activities.
- I'm able to quickly pull up each AE's TAM and sort it anyway I need (by revenue, last activity, industry, etc).
Scratchpad is a game changer
- Managers have better visibility into my opportunities since I do a better job at updating.
- Faster to update than to make changes in Salesforce.
New way to update pipeline and follow up
- Positive ROI. I'm able to make more follow up calls and close more business.
Quickly Update CRM and Opp Data
- Improved forecasting
- Cleaner pipelines, which allow us to focus on areas of opportunity
- Better notes to help teammates understand what's going on
Scratchpad is a great tool
- The biggest benefit is that it gives one common UI (other than Salesforce) to track the pipeline and make adjustments. It helps to have a common tool to train the sales team.
Scratchpad + Workflow = Efficiency
- Time
- Efficiency
New Zealand Scratchpad review.
- Scratchpad means that I can see projects starting and schedule in to contact them in advance, this results in peaking with customers at the planning stage and not when it's too late.
Super quick!!
- More time to close business. (+)
- Less frustration, able to perform better. (+)
Scratchpad is the holy grail of all sales tools
- 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.
Mad? Try Scratchpad
- ROI is hard to measure since I've always used it.
- Overall objectives are easy to track and share with my manager.
- Negative impact is maybe your manager doesn't know how to use it so teach him. :)
Scratchpad salves sales reps time
- Saves time. That's the key. This is a time-saving tool for a slow clunky, buggy Salesforce experience.
Helping out the Salesforce beast
- The time to set up I guess but honestly, it has helped and made up for the lost time already.
- Scratchpad has had a positive ROI on my ability to update pipeline quickly.
- Scratchpad has ultimately affected the ability for me to keep an accurate forecast.
- Scratchpad has helped my team stay coordinated and present accurate numbers to Leadership.
Don't even question your decision just buy it!
- Time savings is huge.
Scratchpad for the win!
- Saves time which helps me make more money.
- Lots of users can use this at my locations.
Helps me make $$$$$!!!
- It has a positive ROI because it helps me stay organized.
Absolutely love Scratchpad!
- Saves me a lot of time that I can spend on more important work than admin-type work.
- Can better serve my customers because Scratchpad makes it easy to stay organized on the next steps.
Scratchpad- Sales organization at your fingertips
- Has incredibly improved my team and I's organization and in turn success.