sales-i is a sales enablement software designed for product-based businesses that combines hard and soft data by connecting to an existing ERP system and extracting key data. It then works to combines existing data and puts it in a way that’s accessible to salespeople. sales-i is a software-as-a-service model (SaaS) that can be accessed from any Internet connected device.
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Scratchpad
Score 9.7 out of 10
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Scratchpad is a productivity tool for account executives, built for sales to update Salesforce, take sales notes, and daily todos.
The software can be installed as a Google Chrome plugin or as a web application. It connects to Salesforce and provides an interface where sales professionals can keep all their notes, process workflows, spreadsheets, and tasks.
Co-founders Pouyan Salehi and Cyrus Karbassiyoon started the company in San Francisco, California in 2019.
The specific scenarios based on my experience where sales-i is well suited was that it helps to manage sales activity very easily and provides a better funnel for more sales and a clear path for every lead that comes in. As we deal in B2B and B2C so it is very necessary that every customer should be happy.
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.
Advantages: 1. We can create reports that show where my sales are up, and down. It allows me to focus on customers that are down in specific categories and pinpoints the exact products. 2. It is extremely easy to log call notes and schedule future calls so we never miss an opportunity to reach out to our customers and get the sale. Disadvantages:1. There is no Free trial for this product. 2. The product cost is very high compared to the competition.3. Integrations & Plugins is not match to it's competitors
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.
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.