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
"You can avoid the clunkiness of Salesforce notes by using the clean UI of Scratchpad. It is easy to use and critical for sales note organization and updates your Salesforce fields for you." - Pete Wilkinson
Scratchpad, Veloxy, ExpensePoint, Less Annoying CRM, Teamgate CRM, 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.
Comprehensive Insights on Scratchpad Use Cases
How can Scratchpad enhance your Forecasting process?
What Are the key features of Scratchpad for Workflow Management?
Why is Scratchpad the best choice for Pipeline Management?
What Are the key features of Scratchpad for Engagement Management?
How can Scratchpad enhance your Onboarding process?
31+ more Business Use Cases
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.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
You can avoid the clunkiness of Salesforce notes by using the clean UI of Scratchpad. It is easy to use and critical for sales note organization and updates your Salesforce fields for you. Testimonial By Pete Wilkinson |
|
I can't believe I've gone this far in my sales career without something like Scratchpad - I'm never going back. Thank you for all that you do, Scratchpad team!! Testimonial By Vee Banh |
|
I've been searching for something like Scratchpad for a long time. Awesome tool that makes life easier if you work in sales. I highly recommend it! If you need help with anything the Scratchpad team is always there to offer their service. Testimonial By Alex Herrera |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Pete Wilkinson Senior Account Executive Lucid |
You can avoid the clunkiness of Salesforce notes by using the clean UI of Scratchpad. It is easy to use and critical for sales note organization and updates your Salesforce fields for you. Testimonial By Pete Wilkinson |
|
Vee Banh Account Executive Pilot |
I can't believe I've gone this far in my sales career without something like Scratchpad - I'm never going back. Thank you for all that you do, Scratchpad team!! Testimonial By Vee Banh |
|
Alex Herrera Account Executive Collibra |
I've been searching for something like Scratchpad for a long time. Awesome tool that makes life easier if you work in sales. I highly recommend it! If you need help with anything the Scratchpad team is always there to offer their service. Testimonial By Alex Herrera |
Case Studies
CASE STUDY Settle
CASE STUDY MaintainX
Video
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
