Scratchpad

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.