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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

Most Frequent Users

Top 3 industries using Scratchpad.
Based on HG Insights installation data
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#1 most frequent

Information

47.4%

18 installations of 38

#2 most frequent

Professional, Scientific, and Technical Services

26.3%

10 installations of 38

#3 most frequent

Retail Trade

5.3%

2 installations of 38

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 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

Scratchpad is awesome!

Incentivized
Luke VillarealView profile
Account Executive in Sales at Podium (1001-5000 employees employees)

Use Cases and Deployment Scope

I used scratchpad every day to better access and more easily manipulate and edit my pipeline and opportunities. I also used it side by side with Salesforce to better align information for my superiors like forecasting and other key metrics. It integrates very well with salesforce which makes everything so much easier!

Pros

  • organization
  • Integration
  • Centralization

Cons

  • User Interface

Return on Investment

  • Closed more deals
  • More accurate forecasting

Alternatives Considered

SAP CRM

Other Software Used

Salesforce CMS

First time Scratchpad User. Won't be the last!

Incentivized
Raymond LinView profile
Account Executive in Sales at Mixpanel (201-500 employees employees)

Use Cases and Deployment Scope

I use Scratchpad throughout my entire day as an Account Executive. I use it to take notes for all of my calls which can be linked to the SFDC opportunity and it auto-updates every time I make changes in SP. I also use it to update my SFDC pipeline. Their UI makes it easy to make mass edits and changes to SFDC fields without the extra clicks that Salesforce makes you go through. It's integrated into Chrome so every time I open a new tab it's Scratchpad which makes it really convenient to access. It has helped my productivity tremendously.

Pros

  • Salesforce pipeline updates
  • Note taking - linked to SFDC
  • Note taking linked to GCal events
  • Tasks management

Cons

  • More editing options for notes like font colors, better customization for lists (numbers, bullets, etc)
  • Show dependencies when updating SFDC Opps.
  • View my GCal events on the Scratchpad homepage
  • Ability to create tables in notes

Return on Investment

  • It's saved me a lot of time

Alternatives Considered

Mixmax

Other Software Used

Mixpanel, Mixmax, Outreach, Gong

Download this....Scratch that! Buy this for your team!

Incentivized
Rashad AljuniedView profile
Mid-Market Account Executive EMEA in Sales at Intelex Technologies ULC (501-1000 employees employees)

Use Cases and Deployment Scope

Problems
  • Internal sales force has bloated field structure, too many unnecessary ones
  • Reports for forecasting per salesperson can better

Scratchpad Use Case
  • Reporting of pipeline account by account, quarter on quarter with short notes detailing next steps
  • Taking notes during discovery calls and internal account planning meetings
  • Scheduling next step notes for each account

Pros

  • Pipeline view is excellent, gives great control and keeps things simple
  • Reliability and speed of app
  • Notes section is a great feature

Cons

  • Notes app can be more closely tied to pipeline
  • Outlook integration
  • Tagging features in the notes
  • Task function is a bit too hidden, I would like it to be more closely integrated to pipeline and notes

Return on Investment

  • Saved tons of time on SF admin
  • Clearer forecasting of opportunities
  • Better account management

Alternatives Considered

Microsoft 365 (formerly Office 365)

Other Software Used

Outreach, Microsoft 365 (formerly Office 365), Salesforce CMS