Download this....Scratch that! Buy this for your team!
February 25, 2022
Download this....Scratch that! Buy this for your team!
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Scratchpad
Problems
Scratchpad Use Case
- 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
Pros
- Pipeline view is excellent, gives great control and keeps things simple
- Reliability and speed of app
- Notes section is a great feature
Cons
- 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?
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
Comments
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