Saleo vs. Scratchpad

Saleo is well suited for SaaS businesses who want their SolCon and Sales teams to demo out of a real production account, not a fake one. With Saleo our commercial sales team can easily select an Industry template and go...literally no prep to show the product with industry data. Our SolCon team can build out a custom demo with the customer's data in a few minutes. There is also a sharing feature, so if someone built something cool they can share it with everyone. Also, our product marketing team has started using it for screenshots and videos.

Frankly, if I can do something in Scratchpad instead of Salesforce, I prefer Scratchpad because it's faster, easier, simpler, with a much more readable and useable interface. Salesforce has been getting requests to allow font size modification for over a decade and hasn't even done that. That's what sent me looking for something like Scratchpad. I sort of view it as a much more user-friendly UI to layover SF. It's faster and less frustrating than SF for frequent daily activities. It's great for creating notes and tracking tasks at a basic level in a much more user friendly environment than Salesforce. But it interacts w/ SF, which is great!

Incentivized

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• Industry Templates that can be easily shared and used by sales
• Creation of custom demo's by Sales Engineers in minutes
• Reducing prep time for demos. Click on a template and go.

• 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

Independently Invited by TrustRadius

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• When we first rolled out, it was hard to changing a data point in multiple places quickly. This was just fixed by the roll out of personalization strings.
• We have very complex tables. At first the table editor needed some help handling the nesting. The newest release of Saleo fixed the issue we had.

• 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

Independently Invited by TrustRadius

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Great functionality and a great intuitive tool

Our CRO did not like using video recordings. He felt that would backfire on us. Our CTO would not allow us to make a copy of our application or it's data, so most of these solutions were eliminated. Saleo is the only solution that lets you demo out of a production account with no videos or copies of your data

It doesn't. Scratchpad is more agile and much easier to use as a seller managing a large patch with lots of opportunities. SAP is robust but is far more complicated and involves a lot more inputs to get the same outputs that you can get with Scratchpad in half the time and effort.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• We've reduced prep time for demo's by hours per demo
• Our commercial sales (velocity business) now demo's on their own with no help from SolCon
• For large enterprise deals, we create a custom demo every time now. That was not possible before Saleo

• I save many hours a week using Scratchpad to simply manage my tasks.
• I no longer waste time waiting for SFDC to load.
• I can easily create opps, adjust the pipeline, and check to see if someone is already prospecting into an account.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info