New way to update pipeline and follow up
February 24, 2022

New way to update pipeline and follow up

Tyler Remeis | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Scratchpad

Most of our sales team (8 people) use Scratchpad on a daily basis. We generate our reports and mostly use the platform as a quicker way to prospect. We create that list of prospects set by filters and begin calling. Update the fields based on the outcome of the call or email.
  • Updating Salesforce records.
  • Easily create reports of prospects.
  • Get better visibility into your pipeline.
  • More robust reporting capabilities.
  • Integration with a VoIP tool.
  • Positive ROI. I'm able to make more follow up calls and close more business.

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Scratchpad is just quicker and snappier than prospecting out of a Salesforce report. When I have a block on my calendar for prospecting or following up with potential customers, I want to rapid-fire calls. I take a lot of momentum out of that time when I have to click multiple links and wait for a page to load. Scratchpad is not well suited for more detailed reporting.

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