TrustRadius Insights for Scratchpad are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Pipeline View: Users have praised the pipeline view feature of Scratchpad, with many stating that it provides excellent control and simplifies task management. Several reviewers have found this view to be reliable and fast, enhancing their ability to stay organized and track progress efficiently.
Integration with Salesforce: Many users appreciate the ability to link notes to Salesforce opportunities and contacts, as it allows them to easily update and organize their records. This feature has been described as helpful in saving time during back-to-back meetings by enabling quick searches within notes. Numerous reviewers have mentioned that Scratchpad updates Salesforce records quickly, providing better visibility into their pipeline and making it easier to create reports on prospects.
Note-taking and Collaboration: The notes section of Scratchpad has received positive feedback from several users who find it a valuable feature. It saves them time by allowing quick note searches during meetings, ensuring important information is always at hand. Additionally, users like the fact that they can take quick and easy notes on anything they need while also being able to share and collaborate on these notes with others.
We use Scratchpad as it links to our Salesforce metrics and is a very easy platform to add information into our CRM. This has been trialed to tailor it to our needs over a 3 month period and then the findings were reviewed, we are now about to move forward with this and I can't wait. It's so easy to use.
Pros
Project entry and follow-up.
Reviewing ad ordering each process.
Technical support has been awesome.
Cons
I guess technical support is USA-based so meetings are not great for them to spread people across the world as support.
Setting up tiles takes a bit of practice.
Likelihood to Recommend
On Salesforce we struggle to enter special projects and relate them to specific accounts. Scratchpad allows us to enter this information. And it is easy to view as you set up your own views and you can organize in a way that suits you and not what the system has to say.