Scratchpad + Workflow = Efficiency
February 22, 2022
Scratchpad + Workflow = Efficiency
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Scratchpad
We currently use Scratchpad on my sales team. It has helped tremendously create a more consistent workflow. The first and most apparent use case for Scratchpad is within Opportunity Hygiene. I love the fact that I can manage all of my opportunities on one screen and add the fields that work best for me while still complying with our rev ops/Salesforce requirements. It keeps everything clean and allows for an easy way to keep my notes together.
- Opportunity Hygiene
- Linking notes to opportunities/contacts
- Allows me to create tasks to complete and know what is on my calendar
- Integration with other apps is still developing
- Everything is customizable which can be overwhelming if you aren't a process person
- Takes time to incorporate it into your routine
- Time
- Efficiency
Scratchpad customizations stay within the margins of rules set by our organization. We didn't do a deep dive of Dooly and can mainly speak to the quality and effectiveness within Scratchpad. Currently, my entire team of 10 reps is using it, and we all have found usefulness. Scratchpad has a cleaner look.
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