Scratchpad- Sales organization at your fingertips
February 17, 2022

Scratchpad- Sales organization at your fingertips

Tyler Mumford | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Scratchpad

Scratchpad is not only how we stay organized in our selling as well as collaborate with the rest of the company. When it comes to staying organized, I put notes on almost anyone I talk to during my sales day. The beautiful thing is you have the availability to upload these notes you take straight to the CRM. Any notes you are then able to share and collaborate with anyone in your organization!
  • Allow you to take quick easy notes on anything you need.
  • Allow you to share and collaborate on these notes.
  • Upload notes to your CRM.
  • I know there are ways to have excel type charts in your notes, but it's not clear to me how to use that.
  • Has incredibly improved my team and I's organization and in turn success.

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If you are like me and are a bit scatterbrained and less organized, Scratchpad is the best way to throw all of your many scattered ideas and keep them all in one easily accessible place. Staying organized and keeping important things front of mind throughout the day is key to being good at sales. Scratchpad allows you to do this.

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