CloseFactor vs. Scratchpad

CloseFactor has been a great way to target contacts by company and be able to filter down by other characteristics, such as seniority, specific role, or other keywords. There is still some manual work to push contacts to a CRM or contact tool (SalesLoft, Outreach) but being able to do this in bulk rather than one by one saves a lot of time when finding quality prospects.

Incentivized

I have over 250 accounts in my name, and it can be difficult to prioritize and find notes on past conversations my colleagues may have had. Scratchpad makes it super easy to reference past notes and add new ones to organize my book of business and make the best use of my time.

Incentivized

• Identifying target contacts
• Integrate with LinkedIn and SFDC
• Contact info validation

Incentivized

• Scratchpad notes are super easy to use and link to Salesforce Opportunities.
• Allows you to update all the necessary Salesforce opportunity fields without going into Salesforce.
• Easy to use Task manager that helps you stay on track through the day.
• Extremely easy to use and their CS team is always willing to provide training and help.

Incentivized

• Joint workspace (AE and BDR)
• Outreach from the tool
• Sorting of contacts based on filters

Incentivized

• When pulling in Salesforce reports, it doesn't have full ability to do grouping/sorting.
• When looking at pipeline view there's not an ability to expand the default view to see more than 5 people per group.
• It'd be nice if comments would go as a task rather than a buzz.

Incentivized

Great functionality and a great intuitive tool

CloseFactor builds on tools like LinkedIn Sales Navigator. Rather than comb through contacts one by one, CloseFactor identifies all contacts that satisfy certain criteria and allows us to bulk push them into our CRM. There is also a component of validating contact info that is imported with the contact, which LinkedIn lacks entirely

Incentivized

Scratchpad is just a much more enjoyable way of interacting with Salesforce for the features it currently supports. It's not an alternative to Salesforce, it's an alternative UX for certain daily activities in SF, and it's great at that.

Incentivized

• Reduce prospecting time by more than 3x
• Allows us to target more organizations more quickly
• Sometimes put too many contacts in and it effects email filters

Incentivized

• I credit Scratchpad to saving me on average about 1 - 2 hours a day (what it used to take me) and about 5 - 6 hrs per week.
• Scratchpad makes me feel better about where I stand in regards to my quota cause it gives me easy visualization into my pipeline making forecasting discussions easier with managers.
• Scratchpad enables me to stay organized and helps me feel less overwhelmed with Admin work.

Incentivized