Scratchpad is a great tool
February 22, 2022
Scratchpad is a great tool
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Scratchpad
We use it to do things that are hard in Salesforce - update pipeline, mass transfer leads, and update opportunties.
- Updating pipeline.
- Converting leads.
- Keeping notes all together.
- When pulling in Salesforce reports, it doesn't have full ability to do grouping/sorting.
- When looking at pipeline view there's not an ability to expand the default view to see more than 5 people per group.
- It'd be nice if comments would go as a task rather than a buzz.
- 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 has more out-of-the-box features like centralized note-taking and the ability to pull in reports.
Do you think Scratchpad delivers good value for the price?
Yes
Are you happy with Scratchpad's feature set?
Yes
Did Scratchpad live up to sales and marketing promises?
Yes
Did implementation of Scratchpad go as expected?
Yes
Would you buy Scratchpad again?
Yes