Quickly Update CRM and Opp Data
February 22, 2022
Quickly Update CRM and Opp Data
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Scratchpad
I use Scratchpad to quickly update accounts, contact, and most importantly opportunity details. It's a quick way to surface Salesforce data and edit almost all fields in line. The top things that we must update as AEs are the next steps, sales representative notes on the opportunity, close/launch dates, and steps in the sales process. I'm able to do all of this right in the Chrome browser without firing up Salesforce, and let's face it - the mass amounts of data take a while to load up and edit within the app itself.
- Edit in line
- Run quick reports on any Salesforce objects
- Update forecast
- Chatter functionality
- Working with cases
- Improved forecasting
- Cleaner pipelines, which allow us to focus on areas of opportunity
- Better notes to help teammates understand what's going on
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?
I wasn't involved with the implementation phase
Would you buy Scratchpad again?
Yes