Download this....Scratch that! Buy this for your team!
February 25, 2022

Download this....Scratch that! Buy this for your team!

Rashad Aljunied | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Scratchpad

  • Internal sales force has bloated field structure, too many unnecessary ones
  • Reports for forecasting per salesperson can better

Scratchpad Use Case
  • Reporting of pipeline account by account, quarter on quarter with short notes detailing next steps
  • Taking notes during discovery calls and internal account planning meetings
  • Scheduling next step notes for each account
  • Pipeline view is excellent, gives great control and keeps things simple
  • Reliability and speed of app
  • Notes section is a great feature
  • Notes app can be more closely tied to pipeline
  • Outlook integration
  • Tagging features in the notes
  • Task function is a bit too hidden, I would like it to be more closely integrated to pipeline and notes
  • Saved tons of time on SF admin
  • Clearer forecasting of opportunities
  • Better account management
  • Microsoft 365 (formerly Office 365)
Before finding Scratchpad, logging account movements and mapping were done over OneNote (account management), Excel (pricing), and Word (call notes). Now I can get rid of the OneNote and Word aspects as they both sit on Scratchpad that links directly back to SF. This has helped so much in organizing my workflow and reducing the number of apps I need to access.

Do you think Scratchpad delivers good value for the price?


Are you happy with Scratchpad's feature set?


Did Scratchpad live up to sales and marketing promises?


Did implementation of Scratchpad go as expected?


Would you buy Scratchpad again?


Outreach, Microsoft 365 (formerly Office 365), Salesforce CMS
Well Suited
For those that don't need to muck around Salesforce too much and need a clean view of your opps and accounts and pipeline.
Single source of truth for account interactions. Notes and Pipeline view harmonize well. No more separated notes in Word docs. Now whatever notes I take down on Scratchpad is reflected and saved in my Salesforce.

Scratchpad Feature Ratings