Scratchpad

"Sales reps - Avoid SFDC and updating things manually!"

What do you like best about Scratchpad? Scratchpad is so freaking simple to use. It saves me time and energy, saves me clicks and the duldrums of having to log into SFDC, wait for it to load, log calls, send emails, take notes, etc. Scratchpad does it all for me now. It kind of seems too good to be true.

"Most powerful tool for an AE"

What do you like best about Scratchpad? Scratchpad makes it so easy and user friendly to update pipeline and get a really quick view of your quarter/year. No more needing to fumble through Salesforce reports, with Scratchpad I am able to filter by the opportuities I need, see the columns that are most important for me, and share it with my leaders in the organization. Another feature I love is being able to add notes directly to an account, so they are never lost somewhere locally on my desktop.

"Better CRM hygiene + easy notetaking"

What do you like best about Scratchpad? Scratchpad's UI is great and easy to use. It speeds up my CRM hygiene while making it easier for me to share notes on opportunities. I couldn't recommend it highly enough.

"Scratchpad has changed my worklife tremendously. All for the better!"

What do you like best about Scratchpad? If is fast, easy, and the Scratchpad team and our CRM manager has added the fields my team and I need for the highly specialized services we sell. We can update, track, and report to management from a single place. Furthermore, we've created specific views for each person who needs access to deal progress and pipeline, without the need to contact the individual reps. Extremely versatile and useful. I no longer need to track deals using spreadsheets ...

"Scratchpad fills the gap in all the right places!"

What do you like best about Scratchpad? The ease of viewing and updating pipeline is fantastic. It's intuitive interface allows me to scrub pipeline in a fraction of the time it used to.

"Every Salesperson using Salesforce Needs this"

What do you like best about Scratchpad? Scratchpad has helped evolve my Salesforce 'clean up.' The first 8 months on the job, I was frustrated by the amount of time I had to dedicate to keeping my SF clean and up-to-date. When I installed the Chrome Extension, my world changed. It made things simple, quick, efficient and most importantly organized. The best part is getting the 1-on-1 personal training and set up for Scratchpad the way I need to use it. Luis helped me add the necessary ...

"Saves MOUNTAINS of time. Highly recommended."

What do you like best about Scratchpad? Everything is in one place. It streamlines nearly everything that would take multiple clicks in SFDC It is fast and it works. If I could count all the frustrating things about SFDC, the lag, the redundant clicks, slow searches, challenging live edits... Scratchpad solves it all.

"How Scratchpad changed my SFDC hygene entirely"

What do you like best about Scratchpad? The most helpful thing I found with Scratchpad is the unique ability to built out custom reporting QUICKLY with little frustration. Having one place to view all the ops I have in play and easily being able to toggle between months / quarter end was effortless and would have been slow and not seemless of an experience with SFDC. The updates are automatic, you can update in bulk (amazing feature esp at the end of the quarter when you push 15,000 close ...

"I LOVE Scratchpad"

What do you like best about Scratchpad? Scratchpad makes my life as an Account Manager easy. I have a comprehensive list of my accounts, opportunities, and tasks all on the homepag of my browser. I'm able to quickly and efficiently in-line edit my notes, create tasks, and update opportunity fields without ever having to leave Scratchpad. I can also jot down notes during my calls and automatically link them to the salesforce record of the opportunity I'm working on. With forecasting being so ...

"Simon Darby scratchcard review"

What do you like best about Scratchpad? The ease and simplicity of entering data What do you dislike about Scratchpad?