Salesforce Sales Cloud vs. Scratchpad: Comparing Best CRM Solutions 2026

Overview: Salesforce Sales Cloud and Scratchpad as CRM Category solutions.

Salesforce Sales Cloud and Scratchpad both serve the CRM category, yet they cater to different business needs. Salesforce Sales Cloud is ideal for enterprises focused on robust data integration, sales tracking, and customer management, while Scratchpad is tailored for businesses needing streamlined forecasting and pipeline management. Large organizations may prefer Salesforce's extensive support and feature set, whereas smaller teams could find Scratchpad's straightforward capabilities more aligned with their needs.

Salesforce Sales Cloud: Salesforce-Sales-Cloud maximizes sales efficiency through advanced automation, data, and AI-powered intelligence. The right sales software and solutions enhance productivity and insights.

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.

Top use cases: Salesforce Sales Cloud vs Scratchpad

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

Salesforce Sales Cloud
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Salesforce Sales Cloud Scratchpad

Top Capabilities: Salesforce Sales Cloud vs Scratchpad

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

Salesforce Sales Cloud
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Deployed Market Segments: Salesforce Sales Cloud vs Scratchpad

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

Salesforce Sales Cloud 100%
Scratchpad 100%
Salesforce Sales Cloud Scratchpad
Key Capabilities Supported Salesforce Sales Cloud excels at managing contacts, engagements, and sales workflows with extensive tracking features. → Scratchpad focuses on forecasting and pipeline management, tailoring its use for effective sales planning. →
Business Goals Salesforce Sales Cloud facilitates enhancing customer relationships, acquiring new customers, and increasing sales revenue. → Scratchpad helps users scale best practices, launch new products, and improve their ROI. →
Core Features Salesforce Sales Cloud offers comprehensive analytics, robust data import/export capabilities, and powerful custom report generation. → Scratchpad provides straightforward training and onboarding, along with essential data import/export and custom reporting tools. →
Vendor Support Salesforce Sales Cloud backs users with strong 24/7 support through multiple channels including email and phone. → Scratchpad offers basic 24/7 support but emphasizes training and onboarding to ease user adoption. →
Segments and Industries Salesforce Sales Cloud is popular among large enterprises and spans industries like IT and education. → Scratchpad serves mostly enterprises and large businesses in software and financial services. →
Operational Alignment Salesforce Sales Cloud integrates seamlessly into sophisticated workflows, meeting the needs of large-scale operations. → Scratchpad fits well into simpler workflows, making it suitable for teams focusing on streamlined process management. →
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Applying your context and needs changes the comparison

Salesforce Sales Cloud and Scratchpad: Best activities based on customer satisfaction


Salesforce Sales Cloud in Action: Unique Activities

How can Salesforce Sales Cloud enhance your Contact List Management process?
Salesforce Sales Cloud facilitates the management of contact lists by providing a centralized location to store and update customer contact information. This platform integrates with communication channels, enabling tracking of interactions and automating tasks. Users can leverage Salesforce to organize, analyze, and report on contact data. However, the platform's compatibility with certain contact management software may be limited.
"...We also contact customers via salesforce and manage most of the information from our company...." Peer review by Anonymous Reviewer, Education
How does Salesforce Sales Cloud address your Engagement Management Challenges?
Salesforce Sales Cloud Engagement Management facilitates organized follow-up with customers, simplifies lead tracking and management, and allows for personalized customer interactions. Salesforce Sales Cloud Engagement Management can be expensive and requires additional products for advanced features.
"...It makes tracking calls to donors easy for my non profit to track and follow up on!..." Peer review by Timothy Dean, Accounting
What Are the key features of Salesforce Sales Cloud for Lead Tracking?
Salesforce Sales Cloud enables tracking of leads, from initial contact to closing deals, using a comprehensive system that integrates with web forms and automates email campaigns. It also facilitates managing contacts and opportunities from mobile and desktop devices. However, entering new leads can be time-consuming and requires extensive training.
"...Salesforce has been a great tool for our sales/estimating team to track leads, opportunities and awards...." Peer review by Gina OMalley, Construction
How does Salesforce Sales Cloud facilitate Communication Management?
Salesforce Sales Cloud Communication Management enables users to manage communications, automate tasks, and track interactions. It integrates with social media platforms and supports reporting and analytics. Salesforce Sales Cloud Communication Management may not track delivered messages effectively.
"...We are able to build reports and dashboards right into the system and we can even send emails to the customer through it...." Peer review by Katherine Perotti, Insurance

Scratchpad in Action: Unique Activities

How does Scratchpad address your Forecasting Challenges?
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.
"...One of the most frustrating things you might hear from a sales manager: 'Is you forecast in Salesforce up to date?'..." Testimonial by Ryan Fogarty, Enterprise Account Executive, Sendoso
What Are the key features of Scratchpad 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.
"...Scratchpad enables me to maintain a much sharper workflow, improve my admin efficiency, and keep a cleaner pipeline...." Peer review by Derek W., Sr. Account Executive, UserGems
Why is Scratchpad the best choice 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.
How can Scratchpad enhance your Training & Onboarding process?
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.
"...The team is great and very helpful with onboarding, support and best practices...." Peer review by Jon L., Account Executive, Twilio

Integrations

Ecosystem partners each product commonly connects with.

News

Latest Salesforce Sales 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