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Scratchpad

Score9.7 out of 10

53 Reviews and Ratings

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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 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.

Categories & Use Cases

Reviews

What users are saying about Scratchpad.
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Scratchpad is AMAZING

Incentivized
Verified User
Contributor in Sales (1001-5000 employees employees)

Use Cases and Deployment Scope

I use Scratchpad as the source of truth for my pipeline and to update my pipeline daily. My organization uses Salesforce and Gong, but Scratchpad's view and simplicity makes it a no brainer as the best spot to take those actions.

Pros

  • Ease of use
  • Two way sync to salesforce
  • Customizable view

Cons

  • Nothing, I absolutely love this tool and it works perfectly.

Return on Investment

  • I'm using the free version and unfortunately our organization as a whole doesn't use it because we now use Gong. My manager has complimented me many times as always having an updated pipe compared to my other team members. It helps me be on top of it.

Usability

Alternatives Considered

Gong

Easy and quick to adopt tool

Verified User
Employee in Customer Service (201-500 employees employees)

Use Cases and Deployment Scope

Used when Salesforce lacks the functionality and flexibility. Works alongside Salesforce and means that we need to ensure that Salesforce hygiene is strong.
The advantage of this means that we can use Scratchpad to build custom tables and lists and know the information is replicated in Salesforce and kept up to date.
This is a big time saver and allows the team to focus on their day jobs

Pros

  • Flexibility
  • Functionality
  • Ease of use

Cons

  • Licence model
  • Bi-directional updates into Salesforce not allows working

Return on Investment

  • Time saved
  • Accounts to prioritise
  • Project completion

Usability

Alternatives Considered

Salesforce Lightning Platform

Scratchpad SLAPS!

Incentivized
Verified User
Employee in Corporate (501-1000 employees employees)

Use Cases and Deployment Scope

Ease of use for pipeline management. It helps me stay on top of all my opps, without having to go from salesforce tab to salesforce tab. I can also filter and sort deals so that I constantly have a pulse on my pipeline. It's incredibly user-friendly and keeps my boss happy. Before scratch pad I never knew how to start my day and had to keep everything in a note book. Now with scratchpad everything is conveniently in one place. I have an extra window to jot down my last comms with the lead without having to look at a contact card, a dialer, or a notebook. It's super super helpful and I am so happy that someone recommended it to me.

Pros

  • Pipeline management.
  • Tech consolidation
  • Organization.

Cons

  • Sorting your high priority deals or highlighting them.

Return on Investment

  • More deals closed.
  • More time saved.

Other Software Used

Salesforce Lightning Platform

Scratchpad - 10/10 product

Incentivized
Verified User
Employee in Sales (1001-5000 employees employees)

Use Cases and Deployment Scope

I use it primarily for managing my pipeline, updating opportunities directly to Salesforce, and tracking past opportunities and the reasons they moved forward or not. I highly recommend it to my colleagues frequently, and it makes my life so much easier. I use this daily and cannot thank the scratchpad team enough for their support!

Pros

  • Pipeline Management.
  • Account Tracking.
  • Tracking win reports.

Cons

  • Bulk updates.
  • Templates for other useful reports that could help newer users.

Return on Investment

  • 5x time savings when updating opps.
  • Contributed to $20k+ in ASV.

Other Software Used

Outreach, ZoomInfo Sales, LinkedIn Sales Navigator

Scratchpad for the serious Account Managers

Incentivized
Verified User
Account Manager in Sales (1001-5000 employees employees)

Use Cases and Deployment Scope

I use Scratchpad to keep my pipeline organized and keep me on task. It is great at helping me keep my funnel moving. I use this tool every day and it has helped me become a top seller with my company. The Scratchpad team was very helpful in getting this setup and tuned to my specific needs.

Pros

  • High level overview
  • Update notes quickly
  • Updated close dates

Cons

  • More filters
  • More options
  • Color coordination

Return on Investment

  • Better track of pipeline
  • Better funnel flow
  • More accurate forecasting

Alternatives Considered

Salesforce Lightning Platform

Other Software Used

Slack, Dropbox, GoTo Connect