Takes the Dreaded Salesforce Admin work out of Sales and enables you to spend more time on the stuff that matters!
February 17, 2022

Takes the Dreaded Salesforce Admin work out of Sales and enables you to spend more time on the stuff that matters!

Sean Zehnder | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Scratchpad

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.
  • I credit Scratchpad to saving me on average about 1 - 2 hours a day (what it used to take me) and about 5 - 6 hrs per week.
  • Scratchpad makes me feel better about where I stand in regards to my quota cause it gives me easy visualization into my pipeline making forecasting discussions easier with managers.
  • Scratchpad enables me to stay organized and helps me feel less overwhelmed with Admin work.

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Scratchpad is one of my favorite Sales Tools in my tool stack. Scratchpad is suited for any sales rep that dreads using Salesforce and Admin work. Scratchpad streamlines the admin work so we can get back to what really matters; prospecting and closing deals. It initially takes some getting used to but once you find your flow as I did, I can't imagine a world without it. It keeps me wondering how I used Salesforce without it in the past.

Scratchpad Feature Ratings