Scratchpad

"Scratchpad is an AE game changer"

What do you like best about Scratchpad? Being an AE, I have a lot of notes that I take in demos and internal meetings. Scratchpad gives me the ability to organize my thoughts and keep a record of how everything has been going. When I first signed up for scratchpad I heard it was awesome but then someone reached out to me and gave me a quick rundown on how to use it and it blew my mind on how many things I can use. I use it quite frequently and everyday. It also syncs to Salesforce and what ...

"So efficient"

What do you like best about Scratchpad? Scratchpad makes editing salesforce updates so easy and efficient. I can update multiple accounts on one page. Salesforce is quickly becoming a legacy tool and apps like Scratchpad make it more usable.

"Supercharge SFDC without having to open it"

What do you like best about Scratchpad? Scratchpad allows me to get to the content I need FAST! I live in ScratchPad. The info I need from SFDC is always at my fingertips and I can create reports across various objects to get exactly the views I want. Hygiene is a snap because I create a view that provides the relevent content and just simply update the fields. Rich text fielding means I can get additional context into my updates and we have found that incredibly valuable and not native to ...

"Literally saves me HOURS per week! Totally hooked!"

What do you like best about Scratchpad? The time it saves me each week with making live updates on my salesforce opportunities and pipeline overall, and how eeasy it is to instantly start using this tool right out of the gate!

"Amazing product and customer experience!"

What do you like best about Scratchpad? Scratchpad is the best tool to overcome Salesforce's limitations and long-windedness. It's very easy to use, instinctive and the fastest way to update your Accounts and Pipeline. In addition to that, they have a top notch customer onboarding and support!

"A seller's dream!"

What do you like best about Scratchpad? The ease and functionality of the tool are my favorite aspects. Organizing and cleaning my pipeline has never been easier! I use it almost everyday and I love that as I open a new tab, the ease of managing my pipeline is a click away rather than opening all my opps in different tabs when doing it via SFDC.

"Faster and Easier Pipeline Management"

What do you like best about Scratchpad? Our revenue team requires us to update and maintain a lot of fields in SFDC for every opportunity we create. With 20+ fields on each opportunity record across dozens of accounts, that are changing weekly, it's very time consuming to go to each opportunity to SFDC to make these edits. Scratchpad allows me to view my entire pipeline and cooresponding fields into one clean view where I can make edits without any additional clicks or loads. For me, I'm ...

"Simple, customizable Salesforce interface"

What do you like best about Scratchpad? Straightforward to implement and integrate with Salesforce. Easy to build/customize reports for managers and admins. Easy to group fields for easy checks/updates and train end users to make updates that sync back to Salesforce. Phenomenal customer support—the best I've ever seen from a software company.

"Love it. Quickest way to navigate Salesforce without Salesforec"

What do you like best about Scratchpad? I love being able to update my pipe with being able to just look at the fields that I need. I don't have to scroll up and down SFDC. Its all just right there.

"If you do a weekly info dump into notes/salesforce/crm... this is for you."

What do you like best about Scratchpad? I used to handwrite my notes in a notebook, and then 1 hour before my scheduled forecast call I would race to update everything in Saleforce. By the time I load all the opportunities in separate tabs, I go get a coffee, and then come back and hope the tabs are loaded.