SalesNOW vs. Scratchpad: Comparing Best CRM Solutions 2026
Overview: SalesNOW and Scratchpad as CRM Category solutions.
SalesNOW and Scratchpad offer distinct CRM solutions tailored to specific business needs. SalesNOW excels in managing sales documents and campaigns for industries like construction and manufacturing, while Scratchpad enhances pipeline management, attracting sectors such as IT and financial services. For organizational support, SalesNOW offers robust 24/7 customer service, whereas Scratchpad emphasizes training and onboarding.
SalesNOW:
SalesNOW is a mobile CRM solution providing real-time access to customer information and sales performance insights. Its features include contact management, sales forecasting, and email marketing.
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.
SalesNOW and Scratchpad: Best activities based on customer satisfaction
SalesNOW supports sales document and proposal management, driving efficient sales operations.
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Scratchpad focuses on forecasting and workflow management, streamlining sales forecasting.
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Business Goals
SalesNOW aims to boost customer relationships and increase sales revenue.
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Scratchpad helps scale best practices and launch new products, supporting strategic growth.
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Core Features
SalesNOW offers seamless data export/import and custom reporting.
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Scratchpad includes training and onboarding with significant data import capabilities.
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Vendor Support
SalesNOW provides 24/7 support, leveraging phone and chat channels.
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Scratchpad emphasizes training support with comprehensive onboarding assistance.
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Segments and Industries
SalesNOW serves large enterprises in construction and manufacturing.
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Scratchpad caters to enterprises in computer software and financial services.
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Operational Alignment
SalesNOW aligns well with large-scale enterprise operations requiring document management.
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Scratchpad fits complex IT environments needing forecasting and workflow capabilities.
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Applying your context and needs changes the comparison
Most deployed common Use Cases for SalesNOW and Scratchpad
How efficiently Does SalesNOW and Scratchpad manage your Engagement Management?
Salesnow and Scratchpad both help users schedule follow-up activities, track leads, and assign tasks. Salesnow automatically sends reminders and assigns leads to sales personnel. Scratchpad offers a simple interface and real-time updates, but requires users to manually manage follow-ups. Both tools provide support, but Scratchpad emphasizes customer service and engagement. Salesnow has limitations in re-assigning leads, while Scratchpad may require additional effort for full integration.
What solutions does SalesNOW provide for Sales Document Management?
SalesNOW enables users to create and manage sales documents like quotes and sales orders directly from deal records. These documents can be easily shared with customers and stored securely within the system. SalesNOW also allows users to track relationships and access critical sales information from mobile devices.
What makes SalesNOW ideal for Campaign Management?
SalesNOW facilitates campaign management by enabling businesses to create targeted marketing programs. The platform integrates with industry-leading email marketing programs, allowing for seamless communication with customers. SalesNOW provides tools for tracking campaign effectiveness, measuring results, and associating leads and deals with specific campaigns.
"...If you want a program just to manage your sales pipeline, you're only scratching the surface - but SalesNOW is affordable enough to start at the beginning, and flexible enough for you to build upon to create a robust, dynamic, information sharing experience for both your employees and customers...."
Peer review by Ron W., Vice President & General Manager, Oil & Energy
What solutions does SalesNOW provide for Contact List Management?
SalesNOW enables users to organize and manage contacts, including customers, leads, deals, and cases. nThe platform allows for centralized access to contact information and integrates with mobile devices, updating contact lists and calendars automatically. nSalesNOW provides a comprehensive view of contact interactions, including notes, call logs, and emails, facilitating relationship management.
What solutions does SalesNOW provide for Lead Tracking?
SalesNOW offers a comprehensive lead tracking system. The system captures and tracks leads from various sources, enabling businesses to monitor their progress throughout the sales funnel. This functionality allows companies to gain insights into lead performance, shorten sales cycles, and optimize their sales efforts.
"...The software includes tools for sales management, lead tracking, customer management, marketing, chat, and more...."
Peer review
Scratchpad in Action: Unique Use Cases
How efficiently Does Scratchpad manage your 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.
How does Scratchpad facilitate 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.
How can Scratchpad optimize your Pipeline Management Workflow?
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.
What makes Scratchpad ideal 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.
