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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.

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

Outreach, Gong, PandaDoc
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.

Scratchpad Feature Ratings