Scratchpad

"Scratchpad creates efficiencies in our sales process"

What do you like best about Scratchpad? It's been about 2 years since we launched Scratchpad with our sales team and from day 1 the platform has been super easy to use and intuitive. Reps have one place where they can manage their whole pipleline easily and effectively. Being able to see all your opportunites in one view and quickly make updates has been such a time saver for our team.

"Streamline saver for sales"

What do you like best about Scratchpad? Makes updating pipeline and keeping track of notes for opportunities a breeze. With everything under one pane of glass this makes weekly updates easy. Incredibly user friendly and especially appreciate how seamless creating reports is.

"What an amazing tool!!!"

What do you like best about Scratchpad? Usually there are tools that I love as a VP of Sales that I need to push my team to utilize. Not Scratchpad. My team loves how easy it is use and how great the interface is. It has really helped us with pipeline management and forecasting. The team has been a pleasure to deal with as well.

"Beautiful experience, eliminates need for repeated SFDC entries"

What do you like best about Scratchpad? The user experience and interface are beautiful and welcoming...not the standard sterile environments of so many other CRMs out there. The ability to customize my in-call notes and record keeping on the fly and added capability allowing to attache to opps and accounts and immediately provide the added visibility into the opportunity progress (including MEDDPICC) for leadership, is immenselyt helpful. The less I have to go into Salesforce throughout ...

"Almost like magic that makes more time for more money moves"

What do you like best about Scratchpad? The ease of use and how quickly I can manage all my ops and pipeline.

"Scratchpad allows me to optimize my sales process and stay much more organized."

What do you like best about Scratchpad? - Bulk updates to my open pipeline opportunities - add meeting notes in one consolidated place to quickly reference

"Great for Account Management"

What do you like best about Scratchpad? Must have for Salesforce users, Scratchpad is fantastic for organizing information across multiple opportunities + accounts into a very readible way.

"Scratchpad is the BEST timesaver"

What do you like best about Scratchpad? The ability to update all of my SFDC opps in the matter of about 90 seconds - this is a HUGE timesaving application that I want to do even more with. I have never seen a product that is this easy to work with and implement into my daily workflow. I have added filters to help give me insightful data without having to use Salesforce a lot - unless I'm creating a new opportunity (which I'm sure has more to do with company provisions). The fact that once ...

"The Reincarnation of SFDC."

What do you like best about Scratchpad? It makes SFDC easy to use. We all know that SFDC is a 'previous generation' solution. The interface, even the latest one, is bad. What requires 3 clicks in next gen solutions still requires 10 in SFDC. That breaks the sales team's apetite and discipline to update the data and as a result disables leaders to do their job. And that's a problem.

"Scratchpad is THE dashboard for managing my pipeline and renewals"

What do you like best about Scratchpad? I love that you can edit within the screen and customize views. I have a page for all my accounts - which allows me to grab information quickly, but also get to the salesforce page when more granular details are needed. I start my day every morning on Scratchpad to ensure I'm on top of everything going on this quarter. I also like that I can switch between quarters easily to see different reports without the clunkiness of having to build out a custom ...