FRONTLINE Selling vs. Scratchpad

It is very well suited to any type of sales scenario. You can use it for the beginning of the sales cycle, from the first outreach to the mid-pipeline area. The method has been tested over all verticals. The only scenario where it wouldn’t work is if your company relies mostly on inbound leads.

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

• Training
• Integration
• Customer service.

• 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

• Maybe sprucing up the website a bit
• Make new simulation recordings--it gets old listening to the same people's names every day

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

We've only using FRONTLINE Selling.

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

• I've actually signed a huge company using this process. Not only did I benefit, but the company obviously grew because of it.
• COVID obviously put a damper on things, but we're still booking calls because we're using the process and we know it works.

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