Scratchpad Overview
This is a summary of the comprehensive capabilities and benefits of Scratchpad based on over 1140 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Scratchpad, PlanPlus Online, Pipeliner CRM, Oracle CRM On Demand, Platformax CRM, 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.
Do you need to check if Scratchpad is right for your needs? Our Cuspera AI engine can evaluate how Scratchpad fits your specific business needs, industry, and context. Get your personalized assessment report today.
Scratchpad supports business activities such as:
- Forecasting
- Workflow Management
- Pipeline Management
- Engagement Management
- Training & Onboarding
Scratchpad can help you with many business goals, such as Scale Best Practices, Increase Sales & Revenue, Improve ROI, Launch New Products, Acquire Customers, etc. As a solution, Scratchpad's capabilities include Recording, Dashboard, Personalization, etc.
Scratchpad Computer Software Vertical is its biggest customer base.
Reviews
"Before I would spend at least an hour before our weekly pipeline meetings to make updates on deals. This would mean opening up almost every opp to update next steps, dates, notes, etc. Now I will do a lot of this more ad-hoc because it's so simple t...o do in Scratchpad and I only spend about 10 minutes to make the same weekly updates I was doing before. " - Erik Long
Cuspera Reviews
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.
Business Priorities
Scale Best Practices and Increase Sales & Revenue are the most popular business priorities peers achieved using Scratchpad.
Use Cases
Peers recommend Forecasting , Workflow Management , Pipeline Management , as the business use cases that they have been most satisfied while using Scratchpad.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Forecasting |
4.98/5 ★ |
"...I used to spend hours in an offline excel spreadsheet updating my forecast and deal status...." Peer review by Jeff H., Sr. Account Executive |
| Workflow Management |
4.58/5 ★ |
"...We've saved hours in our workflows and no longer run into any integration errors that may disrupt us needing to constantly "refresh" the page...." Peer review by Ryan B., Sales Development Rep |
| Pipeline Management |
4.96/5 ★ |
"...During calls, I'm taking crucial customer notes that allow me to stay organized, move deals through and accurately report my pipeline to sales management...." Peer review by Joshua J. |
| PEER EXPERIENCES | |
|---|---|
| Forecasting |
4.98/5 ★ |
"...I used to spend hours in an offline excel spreadsheet updating my forecast and deal status...." Peer review by Jeff H., Sr. Account Executive |
|
| Workflow Management |
4.58/5 ★ |
"...We've saved hours in our workflows and no longer run into any integration errors that may disrupt us needing to constantly "refresh" the page...." Peer review by Ryan B., Sales Development Rep |
|
| Pipeline Management |
4.96/5 ★ |
"...During calls, I'm taking crucial customer notes that allow me to stay organized, move deals through and accurately report my pipeline to sales management...." Peer review by Joshua J. |
|
31+ more Business Use Cases
Our AI advisor, Wyz, harnessed 1140 insights from peers and experts to help you assess how these Scratchpad use cases fit your CRM needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Before I would spend at least an hour before our weekly pipeline meetings to make updates on deals. This would mean opening up almost every opp to update next steps, dates, notes, etc. Now I will do a lot of this more ad-hoc because it's so simple to do in Scratchpad and I only spend about 10 minut...es to make the same weekly updates I was doing before. |
|
I hadn't actually loved using a product in such a long while. Until yesterday, when I received personalized onboarding from Scratchpad. I already know it's going to be a huge part of my workflow. Testimonial By Matt McSpiritt |
|
PSA: If you're in sales, use Salesforce, and you AREN'T using Scratchpad, then you are a damn fool. I'm blown away at how much time it is saving our team, with updating opps, next steps, notes, etc. Testimonial By Mitch Miller |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Erik Long Account Executive Front |
Before I would spend at least an hour before our weekly pipeline meetings to make updates on deals. This would mean opening up almost every opp to update next steps, dates, notes, etc. Now I will do a lot of this more ad-hoc because it's so simple to do in Scratchpad and I only spend about 10 minut...es to make the same weekly updates I was doing before. |
|
Matt McSpiritt Account Executive Segment |
I hadn't actually loved using a product in such a long while. Until yesterday, when I received personalized onboarding from Scratchpad. I already know it's going to be a huge part of my workflow. Testimonial By Matt McSpiritt |
|
Mitch Miller Account Executive Talkdesk |
PSA: If you're in sales, use Salesforce, and you AREN'T using Scratchpad, then you are a damn fool. I'm blown away at how much time it is saving our team, with updating opps, next steps, notes, etc. Testimonial By Mitch Miller |
Frequently Asked Questions(FAQ)
for Scratchpad
What is Scratchpad?
What is Scratchpad used for?
What are the top features of Scratchpad?
Who uses Scratchpad?
What are Scratchpad alternatives?
Where is Scratchpad located?
Popular Business Setting
for Scratchpad
Top Industries
- Computer Software
- Information Technology and Services
- Financial Services
Popular in
- Mid Market
- Small Business
- Enterprise
Peers used Scratchpad to Scale best practices and Increase sales & revenue
Scratchpad Alternatives
Peer and Expert Opinion on Features
for Scratchpad
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (63) |
| Dashboard | Read Reviews (23) |
| Personalization | Read Reviews (15) |
| Templates | Read Reviews (14) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (63) |
| Dashboard | Read Reviews (23) |
| Personalization | Read Reviews (15) |
| Templates | Read Reviews (14) |
IT and Other Capabilities
for Scratchpad
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (249) |
| Data Export | Read Reviews (116) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (249) |
| Data Export | Read Reviews (116) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (93) |
| Chat Support | Read Reviews (10) |
| Phone Support | Read Reviews (15) |
| Email Support | Read Reviews (8) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (93) |
| Chat Support | Read Reviews (10) |
| Phone Support | Read Reviews (15) |
| Email Support | Read Reviews (8) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (7) |
| Custom Reports | Read Reviews (141) |
| CAPABILITIES (OTHER) | 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
Vendor Profile Details
Company Name
Scratchpad
Company Website
https://scratchpad.com/HQ Location
San Francisco, CA 94107, US
Employees
NA
Social
Financials
SERIES B
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