Customer stories

Product Business Settings

Scratchpad is popular in Computer Software, Information Technology And Services, and Financial Services industries and is widely used by Mid Market, Small Business, and Enterprise.

Scratchpad Product 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.

How satisfied the customers are with Scratchpad use-cases

Reviews

"One of the most frustrating things you might hear from a sales manager: 'Is you forecast in Salesforce up to date?' As we all know, updating SFDC is tedious and requires far too many clicks/loads to provide simple updates. Scratchpad solves this in ...an elegant way, allowing you to instantly update records from one view. One of the best sales productivity tools I have seen! Props to the team here as they are always willing to help if you have any questions." - Ryan Fogarty
"Scratchpad has been a huge productivity gain for my team. We spend less time filling out information in Salesforce and more time closing!!" - Evan Lubin

Scratchpad Customer Insights, Testimonials and Case Studies

How can Scratchpad enhance your Forecasting process?

How does Scratchpad address your Workflow Management Challenges?

What solutions does Scratchpad provide for Pipeline Management?

How efficiently Does Scratchpad manage your Engagement Management?

How can Scratchpad enhance your Onboarding process?

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?

Scratchpad is a CRM Software mainly used by its customers to Scale Best Practices and Increase Sales & Revenue by Forecasting, Workflow Management and Pipeline Management .

What are the top features of Scratchpad?

Recording, Dashboard and Personalization are some of the top features of Scratchpad.

Who uses Scratchpad?

Scratchpad is used by Computer Software, Information Technology And Services and Financial Services among other industries.

What are Scratchpad alternatives?

Veloxy, ExpensePoint, Less Annoying CRM and Teamgate CRM are popular alternatives for Scratchpad.

Where is Scratchpad located?

Scratchpad is headquartered at San Francisco, CA 94107, US.

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
Scratchpad testimonial

Ryan Fogarty

Enterprise Account Executive

Sendoso

One of the most frustrating things you might hear from a sales manager: 'Is you forecast in Salesforce up to date?' As we all know, updating SFDC is tedious and requires far too many clicks/loads to provide simple updates. Scratchpad solves this in an elegant way, allowing you to instantly update r...ecords from one view. One of the best sales productivity tools I have seen! Props to the team here as they are always willing to help if you have any questions.

Testimonial By Ryan Fogarty
Scratchpad testimonial

Evan Lubin

Director of Sales

Sentieo

Scratchpad has been a huge productivity gain for my team. We spend less time filling out information in Salesforce and more time closing!! Testimonial By Evan Lubin
Scratchpad testimonial

Pete Wilkinson

Senior Account Executive

Lucid

You can avoid the clunkiness of Salesforce notes by using the clean UI of Scratchpad. It is easy to use and critical for sales note organization and updates your Salesforce fields for you. Testimonial By Pete Wilkinson
CUSTOMERS TESTIMONIALS
Scratchpad testimonial

Ryan Fogarty

Enterprise Account Executive

Sendoso

One of the most frustrating things you might hear from a sales manager: 'Is you forecast in Salesforce up to date?' As we all know, updating SFDC is tedious and requires far too many clicks/loads to provide simple updates. Scratchpad solves this in an elegant way, allowing you to instantly update r...ecords from one view. One of the best sales productivity tools I have seen! Props to the team here as they are always willing to help if you have any questions.

Testimonial By Ryan Fogarty
Scratchpad testimonial

Evan Lubin

Director of Sales

Sentieo

Scratchpad has been a huge productivity gain for my team. We spend less time filling out information in Salesforce and more time closing!! Testimonial By Evan Lubin
Scratchpad testimonial

Pete Wilkinson

Senior Account Executive

Lucid

You can avoid the clunkiness of Salesforce notes by using the clean UI of Scratchpad. It is easy to use and critical for sales note organization and updates your Salesforce fields for you. Testimonial By Pete Wilkinson

Fundraise Up - Information Technology And Services - Medium

Scratchpad helped Fundraise Up boost seller productivity and CRM data quality. Sellers used to juggle 14 tools, causing poor data and low process adoption. With Scratchpad, they automated Salesforce ...updates, adopted MEDDIC, and cut redundant tools. MEDDIC field completion jumped from under 10% to about 70%. Managers now coach strategy, not chase data. Fundraise Up trusts their sales data and moves deals faster.

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G2i - Information Technology And Services - Small

Scratchpad helped G2i double revenue year over year without adding headcount. Sellers saved 25 minutes per call by automating post-call admin work. 75% of post-call workflow is now completed automati...cally or in a single click. G2i improved win rates and pipeline visibility using Scratchpad's AI workspace. The team now spends more time selling and less on manual tasks. Pipeline meetings are faster and more efficient.

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Settle - Financial Services

Scratchpad helps Settle make sales-to-customer success handoffs fast and easy. The tool pulls notes from sales calls, CRM, and emails to create complete handoff docs in one click. Settle's teams now ...move faster and with less friction. Data is always available, so decisions are confident. The process builds trust and supports long-term impact.

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MaintainX

Scratchpad helped MaintainX improve MEDDPICC adoption from 70% to over 90%. The team also cleaned up CRM hygiene. Scratchpad made it easy to assess deals using sales frameworks like MEDDPICC, SPICED,... and BANT. This led to better coaching and more accurate deal reviews. MaintainX saw clear improvements in sales process adherence.

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G2i - Information Technology And Services

Scratchpad helps G2i fill missing or outdated Salesforce fields using AI. G2i used Scratchpad to review sales calls and update fields like objections and methodology. This saved over 6,000 selling ho...urs a year and improved Salesforce field completion to over 80%. G2i also saw 90%+ MEDDPICC adoption and a 70%+ AI suggestion acceptance rate. The sales team trusts the updates and saves hours of admin work.

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MaintainX - Manufacturing

Scratchpad helped MaintainX improve CRM hygiene and MEDDPICC adoption from 70% to over 90%. MaintainX faced problems with messy CRM data and too much manual work for sellers. Scratchpad's AI automate...d Salesforce updates and filled in key sales fields. Sellers reviewed and approved updates, leading to cleaner data and faster sales execution. The company gained real-time visibility, trusted forecasting, and more selling capacity for reps.

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Scratchpad AI Sales Assistant

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Peers used Scratchpad for forecasting and workflow management

Scratchpad Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.57/5

Read Reviews (7)
Custom Reports

4.27/5

Read Reviews (141)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.57/5

Read Reviews (7)
Custom Reports

4.27/5

Read Reviews (141)

Software Failure Risk Guidance

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for Scratchpad

Overall Risk Meter

Low Medium High

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