Flockjay vs. Scratchpad

Flockjay is particularly appropriate for training new insurance agents (especially when it comes to learning from real examples through recordings of the best calls!) creating structured learning paths for insurance products and negotiation skills, etc. flockjay is perhaps less appropriate for some when you need a simple platform just to share basic documents or the like, such as a CRM

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

• I can appreciate the level of detail available in the consumption reports to allow me to validate progress per learner
• The platform is user-friendly, and most of my participants feel that it is simple to navigate to find the assets they are searching for in the just-in-time training
• The exam functionality and visibility for my managers to partner with me in the onboarding experience is key.

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

• Some of the canned display features would be great to turn off (side bars like the related content take up screen space in hubs or pages that really need a full screen view)

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

Flockjay is great for sales training and onboarding, offering many effective features that boost performance. However, it could be even better with more customization, a friendlier interface, better integrations, and improved mobile access. Fixing these areas would make Flockjay an even more valuable tool for our sales team. Overall, it’s a strong solution with room for growth.

Incentivized

Great functionality and a great intuitive tool

MindTickle had more advanced capabilities but has also been around a lot longer with its way of injecting competencies into its the framework for enablement

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

• It has helped us in training new account executives with ease.
• I has ramped up the sales training cycle from 2 months to 3 weeks.

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