Scratchpad

"Upper Mid-Market Account Manager"

What do you like best about Scratchpad? As an Account Manager, Scratchpad is a game-changer for me. It's incredibly user-friendly, allowing me to breeze through essential tasks and manage workflows with unprecedented ease. The platform's intuitive interface means I can find answers quickly, freeing up my time to concentrate on the strategic and tactical aspects of account renewals and expansions. Even though I've not used other products in a similar category, I can confidently say that ...

"Helps keep a tidy pipeline and organized notes"

What do you like best about Scratchpad? With Scratchpad I can quickly go through what opportunities I have open and edit the field that I reference daily (Next Step) as well as any other things that have changed. I make sure at the end of every week that everything is in order and not having to click into every opp and edit there is minutes and tedious effort I'm so happy to be able to skip with Scratchpad. I use Scratchpad notes for every single meeting I hold and recently started using ...

"Allows our Sellers to Focus on Selling, and Nothing Else"

What do you like best about Scratchpad? All of my reps love scratchpad. Rather than spend a ton of time updating Salesforce, they use Scratchpad daily for call prep, enrichment, and other-dos. This means they can spend more time selling and I can get the right information surfaced to me

"Scratchpad makes pipeline cleanliness easy to achieve"

What do you like best about Scratchpad? I set Scratchpad as my homepage when I open Chrome so that my pipeline can always be front and center. Being able to update all of my deals in a single place is much more efficient than clicking into each opportunity in Salesforce one by one. Updating my pipe used to be cumbersome and something I would push off, but the ease of Scratchpad motivates me to make updates whenever I open up my browser or get off a call.

"Scratchpad is a great app!"

What do you like best about Scratchpad? I love how Scratchpad makes it easier to leave notes, manage tasks (HUGE) and visualize deals in a more flexible and easy way. Their support is very fast to reply, and the team is very responsive if I have any issues. Still digging in and learning more all the time!

"Scratchpad makes my workflow streamlined in a substantial way."

What do you like best about Scratchpad? The ability to add contacts to my pipe with a holistic view. Customer service was fast, helpful, and kind. Easy to use in my day to day.

"Scratchpad is my efficiency engine!"

What do you like best about Scratchpad? Custom views, filters, highlights allow me to focus on the priority updates that leadership is looking for, first. We created a quote integration to save a few clicks to quickly access full details of the BOM, Game changer! We rolled the tool out quick, minimal effort. Engagement with the support team was lightning fast.

"Makes managing pipeline a breeze"

What do you like best about Scratchpad? Super intuitive and easy to use. Makes the hardest part of my day (sifting through salesforce reports to update pipeline and opportunities) a breeze. The ability to quickly edit necessary fields, keep everything up to date, and know it's being mapped back into SFDC is a game changer.

"Update CRM in minutes!"

What do you like best about Scratchpad? I can easily see all my opps and details in one spot and update all at the same time. Additionally, I can change layout instantly.

"CRM Optimization"

What do you like best about Scratchpad? Salesforce is widely recognized as the CRM industry standard and for good reason, though it's not without its faults (e.g. UI & flexibility). Scratchpad fills all of the inherent gaps in Salesforfe, making it an even invaluable tool. Furthermore, the customer service is unmatched. Their knowledgable team of trainers are some of the most helpful people I've worked with and they're willing to help on an individual basis at any time. You can tell they're ...