Overview: Salesforce CRM and Scratchpad as CRM Category solutions.

In the CRM landscape, Salesforce CRM and Scratchpad cater to distinct business needs. Salesforce CRM excels in customization and robust integration, serving large enterprises with powerful analytics and 24/7 support. Scratchpad, although smaller in scale, provides efficient pipeline and workflow management, particularly benefiting smaller enterprises in the tech sector. Each solution offers unique advantages tailored to different operational scales and industry specifics, from comprehensive engagement strategies to streamlined sales processes.

Salesforce CRM: Salesforce is a unified Customer Relationship Management (CRM) platform. It helps businesses manage customer relationships and streamline processes.

Scratchpad: 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.

Salesforce CRM and Scratchpad: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

Salesforce CRM supports key activities like engagement management and sales document management. It helps users in communication management and tracking leads efficiently. read more →

Scratchpad focuses on forecasting and pipeline management. It aids users in engagement and workflow management. read more →

Business Goals

Salesforce CRM enables users to enhance customer relationships and acquire new customers. It also supports driving increased sales and revenue. read more →

Scratchpad helps scale best practices and aids in launching new products. It also supports users in enhancing customer relationships. read more →

Core Features

Key features of Salesforce CRM include powerful analytics, AI capabilities, and robust data integration. Custom reports and security features are notable. read more →

Scratchpad offers useful training & onboarding and solid data import functionality. Compliance and easy data export are standout features. read more →

Vendor Support

Vendor support for Salesforce CRM includes 24/7 availability, with options for email, chat, and phone support meeting varied customer needs. read more →

Scratchpad provides 24/7 support along with training & onboarding, supplemented by chat and phone support for seamless assistance. read more →

Segments and Industries

Salesforce CRM is widely used by enterprises and large businesses in the software and financial sectors. It's also prevalent in IT and services. read more →

Scratchpad mainly serves computer software firms and IT services. It caters to enterprises of various sizes, with a focus on smaller enterprises. read more →

Operational Alignment

Salesforce CRM integrates well into large-scale operations, ideal for complex workflows and enterprise environments. read more →

Scratchpad aligns with smaller-scale operations, offering simplicity in managing pipelines and sales processes efficiently. read more →

lightning

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High
Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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low

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Migration Risk

medium

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medium

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Salesforce CRM in Action: Unique Use Cases

What solutions does Salesforce CRM provide for Engagement Management?

How does Salesforce CRM address your Contact List Management Challenges?

How efficiently Does Salesforce CRM manage your Communication Management?

How does Salesforce CRM facilitate Sales Document Management?

How does Salesforce CRM facilitate Lead Tracking?


Scratchpad in Action: Unique Use Cases

What benefits does Scratchpad offer for Forecasting?

What makes Scratchpad ideal for Workflow Management?

How can Scratchpad optimize your Pipeline Management Workflow?

How efficiently Does Scratchpad manage your Training & Onboarding?

News

Latest Salesforce CRM News

Salesforce Unveils Life Sciences Partner Network to Accelerate Digital Labor and Data Programs

Salesforce has launched the Life Sciences Partner Network, aiming to accelerate digital labor and data initiatives for pharmaceutical and biotech companies by connecting them with specialized partners and solutions within its ecosystem.

07/05/2025 - source

Business Setting

Salesforce CRM

Scratchpad