Xactly Connect and Scratchpad, An In-Depth Comparison 2026

Comparison Summary

Xactly Connect: Xactly-Connect integrates sales data with CRM, ERP, HCM, and more. Incentive compensation processes are automated and executed seamlessly.

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 report of Xactly Connect vs. Scratchpad is based on a specific set of business needs and context. The comparison uses 1563 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Xactly Connect and Scratchpad

Xactly Connect belong to a category of solutions that help Sales Performance Management, whereas Scratchpad belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Xactly Connect covers Performance Management, Sales Commission Management, Forecasting with User Generated Content, Helpdesk Management, etc.

Scratchpad focuses on Forecasting, Workflow Management, Pipeline Management, Engagement Management, etc.

"Since implementing Xactly, we've been able to free up a lot of critical time to focus on growing the business. Xactly allowed us to achieve this by automating all the painful and lengthy compensation processes. " - James Mayfield

"I love ScratchPad. Every time I use it I feel like I've just megged both Messi and Ronaldo in a single touch. If you use Salesforce and are feeling a lot of pain you need to check out Scratchpad. It'll help you streamline and centralize your notes, ...task management, and pipeline updates. Truly a salesperson's dream. " - Jack Matsen

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.

Xactly Connect and Scratchpad: Best activities based on customer satisfaction


Xactly Connect in Action: Unique Activities

What Are the key features of Xactly Connect for Performance Management?
Xactly is a leading provider of cloud-based sales performance management solutions. They specialize in sales compensation and help companies manage their sales performance strategies. Xactly's solutions integrate with existing systems to simplify complex sales processes and empower companies to achieve their sales goals.
"...Xactly is a purpose-built and purpose-driven Sales Performance Management organization...." Case Study Flowserve
What Are the key features of Xactly Connect for Sales Commission Management?
Xactly Connect streamlines sales commission management by automating calculations, eliminating manual spreadsheets and errors. nThis solution integrates with various data sources to ensure accurate commission payments and provides real-time visibility into performance and profitability for sales representatives. nXactly Connect empowers organizations with an intuitive workflow, allowing users to implement compensation plans and manage sales commissions efficiently.
"...We use Xactly Connect to help clients integrate various data sources (Salesforce, Workday, Netsuite, Microsoft, flat files) into Xactly for use in sales commissions calculations...." Peer review by Team Lead in Professional Services

Scratchpad in Action: Unique Activities

What benefits does Scratchpad offer 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.
"...I also find Scratchpad valuable for quickly updating Salesforce opportunities ahead of my upcoming forecast meetings...." Peer review from Computer Software
What benefits does Scratchpad offer 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.
"...The ease of use of scratch pad has always been the thing that made me incorporate this tool into my daily workflow...." Peer review by Valer S., Account Executive
How can Scratchpad enhance your Pipeline Management process?
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.
Why is Scratchpad the best choice for Engagement Management?
Scratchpad enhances the Salesforce experience by simplifying opportunity creation, pipeline management, and task scheduling. It provides real-time updates across accounts and opportunities, increasing efficiency and enabling timely follow-ups. nWhile Scratchpad streamlines the Salesforce experience, it might require some effort to fully transition from Salesforce.
"...It turns the Salesforce experience into something more like using an Excel Spreadsheet - and the support / engagement is from real people!..." Testimonial by Ray Bricknell, Managing Director, Behind Everycloud
What solutions does Scratchpad provide 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.
"...Until yesterday, when I received personalized onboarding from Scratchpad...." Testimonial by Matt McSpiritt, Account Executive, Segment

Top Processes

Customer evidence for the processes each product supports. Click Read Reviews to open peer feedback.

Evidences indicate better relative satisfaction


performance management


sales commission management



helpdesk management


payment management


sales incentive management


motivation management


relationship management


competitive intelligence


engagement management

engaging and following up



workflow management


training & onboarding




sales document management

contract management


pipeline management


opportunity management



creating contact list


contact list management

creating contact list




account management



segmentation and targeting


business development


conversion management


promotion management


discount management


sending & publishing communications


communication management

sending & publishing communications


customer case management


meeting management


sales call management

meeting management


Top Goals

Goals Achieved

  • Scale best practices

  • Improve ROI

  • Increase sales & revenue

  • Improve stakeholder relations

  • Improve efficiency

  • Acquire customers

  • Enter new markets internationally or locally

  • Grow market share

  • Manage risk

  • See 6 more
  • Scale best practices

  • Increase sales & revenue

  • Improve ROI

  • Launch new products

  • Acquire customers

  • Enhance customer relationships

  • See 3 more

Business Setting

Xactly Connect peer evidence is 100% Enterprise. Scratchpad peer evidence is 79% SMB and Mid-Market.

Xactly Connect Scratchpad
Peer score 4.0 4.9
Peer insights 423 1140
Top industries
Mechanical Or Industrial Engineering 40.0%
Computer Software 28.0%
Automotive 13.0%
Computer Software 49.0%
Information Technology And Services 18.0%
Financial Services 11.0%
SMB and Mid-Market 0.0% 79.0%
Enterprise 100.0% 21.0%

Integrations

Ecosystem partners each product commonly connects with.

News

Latest Xactly Connect news

Xactly Strengthens C-Suite with Appointment of Chief Technology Officer and Chief Product Officer to Accelerate AI-Driven Innovation | Xactly

Xactly has promoted Kandarp Desai to Chief Technology Officer and Christopher Li to Chief Product Officer. These appointments are part of Xactly's strategy to enhance its AI-driven revenue platform and strengthen its executive team. Desai and Li will focus on advancing technology and product strategy to drive innovation and customer value.

25/01/2026 - source