Scratchpad Overview
Scratchpad revolutionizes sales operations through AI-driven tools, elevating CRM efficiency by automating updates and freeing sales reps from administrative burdens. This platform enhances selling capacity, allowing sales professionals to focus more on customer interactions rather than data entry. By integrating AI-native sheets and sales notes, Scratchpad ensures CRM hygiene without manual effort, providing sales leaders with reliable data for strategic decision-making. The tool's enterprise-grade security and compliance standards make it a trusted choice among top sales teams. In a real-world scenario, sales teams using Scratchpad have seen significant reductions in time spent on admin tasks, increasing their selling time from 35% to a more productive level. With its quick deployment capability, Scratchpad empowers sales teams to harness AI benefits swiftly, aligning with industry trends towards automation and data-driven sales strategies.
Use Cases
Customers recommend Forecasting, Workflow Management, Pipeline Management, as the business use cases that they have been most satisfied with while using Scratchpad.
Business Priorities
Scale Best Practices and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Scratchpad.
Scratchpad Use-Cases and Business Priorities: Customer Satisfaction Data
Scratchpad's features include Recording, Dashboard, Personalization, etc. and Scratchpad support capabilities include 24/7 Support, Chat Support, Phone Support, etc. also Scratchpad analytics capabilities include Analytics, and Custom Reports.
Reviews
"I honestly have to credit Scratchpad for my promotion! Wouldn't have been able to get this promotion without being able to open Scratchpad everyday and track all the different ops I was working and take notes during every meeting. Seriously used it ...more than Salesforce!!!! So thank you for sharing such an amazing product with our team!" - Starlyn Snitko
Peer review evidence (same sources as the product rating summary)
"...I went from managing a pipeline for hours at the beginning of the month to under 30 minutes to submit forecasts...." Peer review by Cody L., Channel Business Manager, Milestone Systems
"...It's enabled me to create my own workflows that work for me the unique processes of our organization...." Peer review by Ben B., Account Manager, Enterprise, PitchBook Data, Inc.
"...Managing a pipeline of multiple opportunities that needed to be constantly updated and viewed in tandem is far easier in Scratchpad than in Salesforce...." Peer review by Maxmillian L., Account Executive
Scratchpad, Veloxy, ExpensePoint, iDeals Virtual Data Room, Highspot, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
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.
Popular Business Setting
for Scratchpad
Top Industries
- Computer Software
- Information Technology and Services
- Financial Services
Popular in
- Mid Market
- Small Business
- Enterprise
Scratchpad is popular in Computer Software, Information Technology And Services, and Financial Services and is widely used by Mid Market, Small Business, and Enterprise.
Scratchpad Customer wins, Customer success stories, Case studies
What Are the key features of Scratchpad for Forecasting?
What solutions does Scratchpad provide for Workflow Management?
What solutions does Scratchpad provide for Pipeline Management?
How does Scratchpad facilitate Engagement Management?
How can Scratchpad enhance your Onboarding process?
11 buyers and buying teams have used Cuspera to assess how well Scratchpad solved their CRM needs. Cuspera uses 1140 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
I honestly have to credit Scratchpad for my promotion! Wouldn't have been able to get this promotion without being able to open Scratchpad everyday and track all the different ops I was working and take notes during every meeting. Seriously used it more than Salesforce!!!! So thank you for sharing ...such an amazing product with our team! |
|
Updating Salesforce has never been easier. At the beginning of every month I do a pipeline review to make sure I am on top of all of my opportunities. Using Scratchpad has saved me tons of clicks and hours waiting for information to load within Salesforce by providing a quicker and easier way to up...date fields as well as tiles that act as a template allowing me to quickly have all the fields I need to update in one location. |
|
Scratchpad is a game changer and saves me hours every week. It is extremely sleek and simple, and the team is very supportive. It’s hard to imagine life without Scratchpad. Testimonial By Christian Elton |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Starlyn Snitko Account Executive Productboard |
I honestly have to credit Scratchpad for my promotion! Wouldn't have been able to get this promotion without being able to open Scratchpad everyday and track all the different ops I was working and take notes during every meeting. Seriously used it more than Salesforce!!!! So thank you for sharing ...such an amazing product with our team! |
|
Gareth Ritcey Account Executive Clio |
Updating Salesforce has never been easier. At the beginning of every month I do a pipeline review to make sure I am on top of all of my opportunities. Using Scratchpad has saved me tons of clicks and hours waiting for information to load within Salesforce by providing a quicker and easier way to up...date fields as well as tiles that act as a template allowing me to quickly have all the fields I need to update in one location. |
|
Christian Elton Account Executive Acquire |
Scratchpad is a game changer and saves me hours every week. It is extremely sleek and simple, and the team is very supportive. It’s hard to imagine life without Scratchpad. Testimonial By Christian Elton |
Scratchpad AI Sales Assistant
Frequently Asked Questions (FAQ)
What buyers ask before choosing Scratchpad
What is Scratchpad?
Scratchpad is a sales software designed to take detailed notes, keeping track of deals, and creating sales plans. It updates and manages pipelines in Salesforce.
It offers to combine notes, tasks, and customer context including emails, calendar events, and activity history into one view, thus helping clients with improved productivity in sales performance. It quickly writes notes during or after a call, sees what tasks left to tackle, and gets a quick glance of calendar events for the day.
What is Scratchpad used for?
What are the top features of Scratchpad?
Who uses Scratchpad?
What are Scratchpad alternatives?
Where is Scratchpad located?
Peers used Scratchpad for forecasting and workflow management
Scratchpad Competitors
Scratchpad Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (7) |
| Custom Reports | Read Reviews (141) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (7) |
| Custom Reports | Read Reviews (141) |
Software Failure Risk Guidance
?for Scratchpad
Overall Risk Meter
Top Failure Risks for Scratchpad
Scratchpad, Inc. Profile
Company Name
Scratchpad, Inc.
Company Website
https://scratchpad.com/HQ Location
San Francisco, CA 94107, US
Employees
NA
Social
Financials
SERIES B
