Salesforce Financial Services Cloud vs. Scratchpad: Comparing Best CRM Solutions 2026

Overview: Salesforce Financial Services Cloud and Scratchpad as CRM Category solutions.

Salesforce Financial Services Cloud: Salesforce Financial Services Cloud enhances relationship growth and reduces service costs. Personalized insights are delivered at scale, establishing it as the premier financial services CRM.

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.

This comparison of Salesforce Financial Services Cloud vs. Scratchpad draws on 1598 Cuspera insights from customer stories. The use cases and topics below show where the two products overlap and where each one stands apart.

Both Salesforce Financial Services Cloud and Scratchpad are commonly chosen for CRM data quality improvement.

Salesforce Financial Services Cloud also supports Sales and service process automation, Customer service automation, Customer support automation, AI-powered customer service automation, etc.

Scratchpad also supports Automating Salesforce CRM updates, Salesforce CRM automation for sales teams, Sales process automation and standardization, Sales admin automation and reduction, etc.

Evidence shows that both products are used for Sales automation, Sales process automation, Sales pipeline management, Sales analytics, etc.

Salesforce Financial Services Cloud also covers Customer engagement, Customer support automation, Customer service automation, Case management, etc.

Scratchpad also covers Sales process management, CRM data management, CRM data quality, Sales execution, etc.

Top use cases: Salesforce Financial Services Cloud vs Scratchpad

Use cases tied to Salesforce Financial Services Cloud and Scratchpad from verified data sources. Click any use case for supporting evidences.

Salesforce Financial Services Cloud
Scratchpad
Shared by both · Use cases
Salesforce Financial Services Cloud Scratchpad

Top Capabilities: Salesforce Financial Services Cloud vs Scratchpad

Lengths: relative topic prominence (square-root scale) · Labels: comparison split. Click any item for supporting evidences.

Salesforce Financial Services Cloud
Shared
Scratchpad
Shared by both · Topics
Salesforce Financial Services Cloud only
Scratchpad only

Deployed Market Segments: Salesforce Financial Services Cloud vs Scratchpad

Share of peer evidence by company size for Salesforce Financial Services Cloud and Scratchpad. Each product segments add up to 100%. Click any segment for supporting evidence.

Salesforce Financial Services Cloud 100%
Scratchpad 100%

Salesforce Financial Services Cloud and Scratchpad: Best activities based on customer satisfaction

Salesforce Financial Services Cloud in Action: Unique Activities

What solutions does Salesforce Financial Services Cloud provide for Engagement Management?
Salesforce Financial Services Cloud improves customer relationships by tracking client data, interactions, and follow-up needs. nThe platform helps businesses organize and segment client information, leading to more effective communication and engagement.nThis allows organizations to provide personalized services and improve client satisfaction.
"...Our community platform will fundamentally transform how we engage with mortgage brokers and our customers, comments Steve Weston, CEO of Barclays Mortgages...." Case Study Barclays
How does Salesforce Financial Services Cloud address your Contact List Management Challenges?
Salesforce Financial Services Cloud provides a centralized platform for managing customer information. It offers tools to track customer interactions, manage leads, and analyze customer data. The platform helps businesses build strong relationships with their clients and comply with regulatory requirements.
"...They provide free trial for the product so you could try the service before buying it , the site is very secured so your information and your customer data is secured don't worry , they have 24/7 online support , there is a lot of ways for training like documentation , webinars , live Online and in person You should use this product it will really help you in your job , make it really easy to contact with the customer , you could try it before buying the product because the provide free trial so you will try every feature they provide like : Asset Management - Marketing Management - Relationship Tracking - Lead Management - Team Assignments - Influence Tracking - Account Alerts ...." Peer review by Peter D., Financial Services
How can Salesforce Financial Services Cloud enhance your Collaboration process?
Financial Services Cloud fosters collaboration within teams. nIt provides a central location for document sharing and real-time communication. nThis tool streamlines deal processes and empowers teams to work together effectively.
"...Some of the top features of the Sales Cloud include contact management, opportunity management, lead management, reports and dashboards, sales forecasting, workflows and approvals, sales collaboration, territory management, and partner management...." Salesforce Products: Features and Suitability
How can Salesforce Financial Services Cloud enhance your Lead Management process?
Salesforce helps you manage customer information and opportunities. The product provides tools to organize and track leads, making it easier to contact potential customers. It also offers features for managing assets, marketing, and relationships.
"...Managing internet leads...." Peer review by User in Market Research, Research
What Are the key features of Salesforce Financial Services Cloud for Generation Of New Leads?
Salesforce Financial Services Cloud streamlines the process of adding new leads. This software provides tools to efficiently generate new business leads, allowing users to focus on finding new growth opportunities. With access to comprehensive client relationship information, users can identify new opportunities to grow their business.
"...Also, with Salesforce Financial Services Cloud, all this information can be further used by lenders to generate new business lines and opportunities. ..." Salesforce Financial Services Cloud | Empower your borrowers with Mortgage Innovation

Scratchpad in Action: Unique Activities

Why is Scratchpad the best choice for Forecasting?
Scratchpad streamlines sales forecasting by simplifying pipeline management and opportunity updates. This tool allows for efficient adjustments to forecasts, saving time and improving accuracy. As a result, sales teams experience increased productivity and a cleaner CRM system.
"...Forecast management...." Peer review from Information Technology and Services
What makes Scratchpad ideal for Workflow Management?
Scratchpad helps users manage their workflows by providing a central location for notes, tasks, spreadsheets, and processes. Users can customize the platform to fit their specific needs and easily integrate it with existing systems like Salesforce. While Scratchpad offers a comprehensive workflow management solution, it currently lacks the ability to send emails directly through Salesloft.
"...You can access your SFDC without ever having to switch screens, allowing you to maintain a consistent workflow...." Peer review by Derek W., Senior Account Executive
What makes Scratchpad ideal for Pipeline Management?
Scratchpad helps sales professionals manage their pipelines efficiently. nIt streamlines tasks and notes, centralizing information and improving forecasting accuracy. nThis leads to better pipeline visibility for management and saves time for sales teams.
"...Data cleanliness, Pipeline Management, Workflow Management, Forecasting...." Peer review by Trey K.
Why is Scratchpad the best choice for Training & Onboarding?
Scratchpad offers a comprehensive onboarding experience that is tailored to the user's needs. The onboarding process is designed to help new users quickly learn how to use the platform effectively. Scratchpad's customer success team is dedicated to assisting users throughout the onboarding process.
"..." It's so easy to use, navigate, and onboard with...." Peer review by Megan M., Renewal & Expansion Manager, Classy

Integrations

Ecosystem partners each product commonly connects with.

Salesforce Financial Services Cloud

Viber
4.3
FireText
4.0
Lucidchart
4.5
Pastel
4.4
OneDesk
4.1
Seismic
4.5
Tubular
4.8
Proof
4.6

News

Latest Salesforce Financial Services Cloud news

Salesforce aims to be your enterprise AI harness, touts AIforce

Salesforce introduces AIforce, an enterprise AI harness designed to integrate data and workflows with AI agents without additional integrations. AIforce aims to unify Salesforce's platform layers, including data, applications, and semantics, enhancing enterprise transformation. The platform features zero data retention and packaged agents for industry-specific tasks.

25/08/2026 - source