Scratchpad Overview
Scratchpad revolutionizes sales operations through AI-driven tools, elevating CRM efficiency by automating updates and freeing sales reps from administrative burdens. This platform enhances selling capacity, allowing sales professionals to focus more on customer interactions rather than data entry. By integrating AI-native sheets and sales notes, Scratchpad ensures CRM hygiene without manual effort, providing sales leaders with reliable data for strategic decision-making. The tool's enterprise-grade security and compliance standards make it a trusted choice among top sales teams. In a real-world scenario, sales teams using Scratchpad have seen significant reductions in time spent on admin tasks, increasing their selling time from 35% to a more productive level. With its quick deployment capability, Scratchpad empowers sales teams to harness AI benefits swiftly, aligning with industry trends towards automation and data-driven sales strategies.
Use Cases
Customers recommend Forecasting, Workflow Management, Pipeline Management, as the business use cases that they have been most satisfied with while using Scratchpad.
Business Priorities
Scale Best Practices and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Scratchpad.
Scratchpad Use-Cases and Business Priorities: Customer Satisfaction Data
Scratchpad's features include Recording, Dashboard, Personalization, etc. and Scratchpad support capabilities include 24/7 Support, Chat Support, Phone Support, etc. also Scratchpad analytics capabilities include Analytics, and Custom Reports.
Reviews
"Quick one: If you use Salesforce but you hate the laborious slowness of doing small regular updates to (for eg) opportunities, adding meeting notes etc - try this awesome little Chrome Extension we have found called Scratchpad. It turns the Salesfor...ce experience into something more like using an Excel Spreadsheet - and the support / engagement is from real people! Top marks! #salesforcecrm #salesforceadmin #scratchpad" - Ray Bricknell
Peer review evidence (same sources as the product rating summary)
"...Users of Scratchpad are much more likely to have good SF hygene, improving the organization's ability to forecast business accurately and plan accordingly...." Peer review by Janet C., VP Strategic Accounts
"...Since doing so, every business function/customer-facing team, is using Scratchpad in their workflows and building reporting around it...." Peer review by Danny B., Senior Sales Director, Blue Lava
"...Pipeline management and being able to stay organized!..." Peer review by David J., Strategic Account Executive
Scratchpad, Veloxy, ExpensePoint, iDeals Virtual Data Room, Highspot, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Scratchpad, the AI-powered workspace for sales teams, eliminates stale spreadsheets and process struggles. Loved by sales teams with 1,400 reviews and a 4.8-star rating on G2.
Popular Business Setting
for Scratchpad
Top Industries
- Computer Software
- Information Technology and Services
- Financial Services
Popular in
- Mid Market
- Small Business
- Enterprise
Scratchpad is popular in Computer Software, Information Technology And Services, and Financial Services and is widely used by Mid Market, Small Business, and Enterprise.
Scratchpad Customer wins, Customer Experiences, Case studies
What makes Scratchpad ideal for Forecasting?
How can Scratchpad optimize your Workflow Management Workflow?
How efficiently Does Scratchpad manage your Pipeline Management?
What Are the key features of Scratchpad for Engagement Management?
How does Scratchpad facilitate Onboarding?
11 buyers and buying teams have used Cuspera to assess how well Scratchpad solved their CRM needs. Cuspera uses 1140 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Quick one: If you use Salesforce but you hate the laborious slowness of doing small regular updates to (for eg) opportunities, adding meeting notes etc - try this awesome little Chrome Extension we have found called Scratchpad. It turns the Salesforce experience into something more like using an Ex...cel Spreadsheet - and the support / engagement is from real people! Top marks! #salesforcecrm #salesforceadmin #scratchpad |
|
I use Salesforce too much to not use Scratchpad. After 8-10 hours a day in Salesforce working on notation and everything else I have to do, the thing I dread the most is updating everything in Salesforce one by one. Scatchpad literally saves me 60-90 minutes a day. Highly recommended! Testimonial By Jeff Hanks |
|
Before I would spend at least an hour before our weekly pipeline meetings to make updates on deals. This would mean opening up almost every opp to update next steps, dates, notes, etc. Now I will do a lot of this more ad-hoc because it's so simple to do in Scratchpad and I only spend about 10 minut...es to make the same weekly updates I was doing before. |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Ray Bricknell Managing Director Behind Everycloud |
Quick one: If you use Salesforce but you hate the laborious slowness of doing small regular updates to (for eg) opportunities, adding meeting notes etc - try this awesome little Chrome Extension we have found called Scratchpad. It turns the Salesforce experience into something more like using an Ex...cel Spreadsheet - and the support / engagement is from real people! Top marks! #salesforcecrm #salesforceadmin #scratchpad |
|
Jeff Hanks Director Pluralsight |
I use Salesforce too much to not use Scratchpad. After 8-10 hours a day in Salesforce working on notation and everything else I have to do, the thing I dread the most is updating everything in Salesforce one by one. Scatchpad literally saves me 60-90 minutes a day. Highly recommended! Testimonial By Jeff Hanks |
|
Erik Long Account Executive Front |
Before I would spend at least an hour before our weekly pipeline meetings to make updates on deals. This would mean opening up almost every opp to update next steps, dates, notes, etc. Now I will do a lot of this more ad-hoc because it's so simple to do in Scratchpad and I only spend about 10 minut...es to make the same weekly updates I was doing before. |
Scratchpad AI Sales Assistant
Frequently Asked Questions(FAQ)
for Scratchpad
What is Scratchpad?
Scratchpad is a sales software designed to take detailed notes, keeping track of deals, and creating sales plans. It updates and manages pipelines in Salesforce.
It offers to combine notes, tasks, and customer context including emails, calendar events, and activity history into one view, thus helping clients with improved productivity in sales performance. It quickly writes notes during or after a call, sees what tasks left to tackle, and gets a quick glance of calendar events for the day.
What is Scratchpad used for?
What are the top features of Scratchpad?
Who uses Scratchpad?
What are Scratchpad alternatives?
Where is Scratchpad located?
Peers used Scratchpad for forecasting and workflow management
Scratchpad Competitors
Scratchpad Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (7) |
| Custom Reports | Read Reviews (141) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (7) |
| Custom Reports | Read Reviews (141) |
Software Failure Risk Guidance
?for Scratchpad
Overall Risk Meter
Top Failure Risks for Scratchpad
Scratchpad, Inc. Profile
Company Name
Scratchpad, Inc.
Company Website
https://scratchpad.com/HQ Location
San Francisco, CA 94107, US
Employees
NA
Social
Financials
SERIES B
