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Scratchpad

Score9.7 out of 10

48 Reviews and Ratings

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What is Scratchpad?

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.

Categories & Use Cases

Reviews

What users are saying about Scratchpad.
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Easy and quick to adopt tool

Verified User
Employee in Customer Service (201-500 employees employees)

Use Cases and Deployment Scope

Used when Salesforce lacks the functionality and flexibility. Works alongside Salesforce and means that we need to ensure that Salesforce hygiene is strong.

The advantage of this means that we can use Scratchpad to build custom tables and lists and know the information is replicated in Salesforce and kept up to date.

This is a big time saver and allows the team to focus on their day jobs

Pros

  • Flexibility
  • Functionality
  • Ease of use

Cons

  • Licence model
  • Bi-directional updates into Salesforce not allows working

Return on Investment

  • Time saved
  • Accounts to prioritise
  • Project completion

Usability

Alternatives Considered

Salesforce Lightning Platform

Scratchpad SLAPS!

Incentivized
Verified User
Employee in Corporate (501-1000 employees employees)

Use Cases and Deployment Scope

Ease of use for pipeline management. It helps me stay on top of all my opps, without having to go from salesforce tab to salesforce tab. I can also filter and sort deals so that I constantly have a pulse on my pipeline. It's incredibly user-friendly and keeps my boss happy. Before scratch pad I never knew how to start my day and had to keep everything in a note book. Now with scratchpad everything is conveniently in one place. I have an extra window to jot down my last comms with the lead without having to look at a contact card, a dialer, or a notebook. It's super super helpful and I am so happy that someone recommended it to me.

Pros

  • Pipeline management.
  • Tech consolidation
  • Organization.

Cons

  • Sorting your high priority deals or highlighting them.

Return on Investment

  • More deals closed.
  • More time saved.

Other Software Used

Salesforce Lightning Platform

Scratchpad - 10/10 product

Incentivized
Verified User
Employee in Sales (1001-5000 employees employees)

Use Cases and Deployment Scope

I use it primarily for managing my pipeline, updating opportunities directly to Salesforce, and tracking past opportunities and the reasons they moved forward or not. I highly recommend it to my colleagues frequently, and it makes my life so much easier. I use this daily and cannot thank the scratchpad team enough for their support!

Pros

  • Pipeline Management.
  • Account Tracking.
  • Tracking win reports.

Cons

  • Bulk updates.
  • Templates for other useful reports that could help newer users.

Return on Investment

  • 5x time savings when updating opps.
  • Contributed to $20k+ in ASV.

Other Software Used

Outreach, ZoomInfo Sales, LinkedIn Sales Navigator

Scratchpad for the serious Account Managers

Incentivized
Verified User
Account Manager in Sales (1001-5000 employees employees)

Use Cases and Deployment Scope

I use Scratchpad to keep my pipeline organized and keep me on task. It is great at helping me keep my funnel moving. I use this tool every day and it has helped me become a top seller with my company. The Scratchpad team was very helpful in getting this setup and tuned to my specific needs.

Pros

  • High level overview
  • Update notes quickly
  • Updated close dates

Cons

  • More filters
  • More options
  • Color coordination

Return on Investment

  • Better track of pipeline
  • Better funnel flow
  • More accurate forecasting

Alternatives Considered

Salesforce Lightning Platform

Other Software Used

Slack, Dropbox, GoTo Connect

Scratchpad is a much more user friendly way to interact with Salesforce for some daily activities

Incentivized
Caleb Bouma
Client Success Manager in Customer Service at Emsi Burning Glass (201-500 employees employees)

Use Cases and Deployment Scope

I and some others on my team use Scratchpad as a more convenient and quick way of interacting with our opportunities from Salesforce. I found that Salesforce lightning is actually very slow, and it seems that using Scratchpad is actually a much faster process. It's also a lot easier to customize and modify my reports, due to Scratchpad's interface just being so much more user-friendly.

Pros

  • Reviewing Accounts or Opportunities
  • Adding notes
  • Saving workflows for frequent Salesforce processes

Cons

  • I'd love to be able to do even more of what I do in Saleforce in Scratchpads interface.
  • It would be nice to be able to update fields that require a workflow in Salesforce via Scratchpad

Return on Investment

  • It saves me time
  • It saves me frustration of working within Salesforce for the little things
  • It's got a great free tier for a Customer Success use case.
  • It's not the best solution for everything. It's not a Swiss army knife. But what it does, it does best.

Alternatives Considered

Salesforce Lightning Platform (formerly Salesforce App Cloud)

Other Software Used

Salesloft, Zoom