Scratchpad
4.7
1,399

Not Claimed

Scratchpad is a tool that allows salespeople to quickly update Salesforce, providing peace of mind and better data hygiene for RevOps. It is free to use.
Developer
Scratchpad
HQ Location
San Francisco, CA
Year Founded
2020
Number of Employees
82
Strengths
  • Intuitive interface

    Easy to use and navigate

  • Real-time collaboration

    Multiple users can work on the same document simultaneously

  • Integration with Salesforce

    Seamless integration with Salesforce CRM

Weaknesses
  • Limited functionality

    Not suitable for complex tasks

  • No mobile app

    Only accessible through a web browser

  • No offline mode

    Requires an internet connection to use

Opportunities
  • Can integrate with more software to increase functionality
  • Developing a mobile app to increase accessibility
  • Adding an offline mode to increase usability
Threats
  • Competing with other note-taking and collaboration software
  • Potential security breaches and data leaks
  • Users may not see the value in using Scratchpad

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Review Distribution

  • πŸ‘
    High - rated users

    Scratchpad is a must-have tool for sales teams using Salesforce. It saves time and improves Salesforce hygiene by streamlining note-taking, updating opps, next steps, and notes. It eliminates the hassle of dealing with 'editing record fails' and is incredibly easy to use.There are no cons to using Scratchpad. It is an excellent tool.

  • πŸ€”
    Average - rated users

    Scratchpad integrates directly with Salesforce and streamlines note-taking, information recording, qualification, forecasting, organization, and reporting processes. It is also accessible from any web domain, making it easy to move about the workday.Scratchpad does not integrate with Salesloft, the cadence/call tool used by some sales teams. However, it is not a significant inconvenience as Scratchpad can be opened directly from Salesloft.

  • πŸ‘Ž
    Low - rated users

    Scratchpad allows users to access all dispersed Salesforce information from one place, saving time and improving productivity. It streamlines the process of reaching out to prospects by eliminating the need to search through various locations for account info.Scratchpad does not integrate with Salesloft, but it is not a significant inconvenience as Scratchpad can be opened directly from Salesloft.

Media

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Scratchpad Plan

Scratchpad offers a free version with limited features and a paid version for $15/month with advanced features.
Pipeline Management $ Free
The fastest experience for a cleaner and up-to-date pipeline. Avoid lost deals or missed follow-ups. Find and fix gaps before others do and collaborate with your team throughout the prospect lifecycle. Create / update Salesforce records Kanban boards Grid view (opportunities, accounts, contacts, leads) Notes and note templates Sync notes to Salesforce Update Salesforce anywhere with Command Task management Bulk updates Advanced filters Cross object filtering and views Custom objects Deal cards (Tiles) Calendar integration Chrome extension Dedicated support
Forecasting and Inspection $ Free Trial
Identify deals and revenue at risk before it’s too late. Inspect deeper with fewer clicks. Easy forecast rollups across reps, managers, and leaders. Visibility into pipeline changes over time. Deal spotlight (highlighting) Weekly change highlights Change history Forecasting rollups Forecasting waterfall view Sales trends Commenting and collaboration Dedicated support
Process Adherence $ Free Trial
Help reps develop proactive behaviors with automated deal alerts and process specific views that simplify execution. Monitor adherence and improve data in Salesforce needed to grow and protect revenue. Role designer Slack automations Sales inbox Studio configuration Enablement cards Note template configuration Unlimited notifications Dedicated support
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