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Upsales vs Scratchpad: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Upsales medium Failure Risk for Scratchpad medium
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Comparison Summary

This comparison report of Upsales vs. Scratchpad is based on a specific set of business needs and context. The comparison uses 1436 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Upsales and Scratchpad

Upsales, and 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.

Upsales covers Generation Of New Leads, Upselling, Lead Analytics, Engagement Management with Phone Calls, etc.

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

"We plan to keep growing, so Upsales is essential for our business. " - Hoss Khosravi

"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.


logo Upsales

Focus area

Software Failure Risk

  • medium

logo Scratchpad

Focus area

Scratchpad is better than Upsales for

Software Failure Risk

  • medium

About

Upsales | CRM & Marketing Automation platform for B2B companies

Fastest experience to update Salesforces

Financials

SERIES A

SERIES B

Business Need

Total Processes
(we found evidences for)

37

46

Total Goals
(we found evidences for)

7

6

Top Processes

Evidences indicate better relative satisfaction

generation of new leads

Read Reviews (28)

Read Reviews (1)

upselling

Read Reviews (11)

Read Reviews (0)

lead analytics

Read Reviews (6)

Read Reviews (0)

engagement management

Read Reviews (5)

Read Reviews (25)

engaging and following up

Read Reviews (4)

Read Reviews (22)

lead management

Read Reviews (4)

Read Reviews (9)

workflow management

Read Reviews (4)

Read Reviews (46)

training & onboarding

Read Reviews (3)

Read Reviews (23)

account management

Read Reviews (3)

Read Reviews (4)

competitive intelligence

Read Reviews (2)

Read Reviews (0)

social media management

Read Reviews (2)

Read Reviews (1)

social media analytics

Read Reviews (2)

Read Reviews (0)

sales document management

Read Reviews (2)

Read Reviews (5)

helpdesk management

Read Reviews (1)

Read Reviews (9)

conversion management

Read Reviews (1)

Read Reviews (3)

customer case management

Read Reviews (1)

Read Reviews (2)

communication management

Read Reviews (1)

Read Reviews (2)

contact list management

Read Reviews (1)

Read Reviews (6)

pipeline management

Read Reviews (0)

Read Reviews (41)

opportunity management

Read Reviews (0)

Read Reviews (9)

segmentation and targeting

Read Reviews (0)

Read Reviews (3)

business development

Read Reviews (0)

Read Reviews (3)

promotion management

Read Reviews (0)

Read Reviews (2)

discount management

Read Reviews (0)

Read Reviews (2)

meeting management

Read Reviews (0)

Read Reviews (2)

sales call management

Read Reviews (0)

Read Reviews (2)

meeting management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Acquire customers

  • Enter new markets internationally or locally

  • Increase sales & revenue

  • Enhance customer relationships

  • Grow market share

  • Scale best practices

  • Improve efficiency

  • See 4 more

  • Scale best practices

  • Increase sales & revenue

  • Improve ROI

  • Launch new products

  • Acquire customers

  • Enhance customer relationships

  • See 3 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • website

  • offline

  • social media

  • games

  • chat

  • LinkedIn

  • on premises

  • promotions

  • See 7 more

  • phone calls

  • e-mail

  • website

  • offline

  • social media

  • games

  • chat

  • LinkedIn

  • on premises

  • promotions

  • See 7 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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low

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Security & Privacy Risk

No Data

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medium

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Integration Risk

medium

{{{rsh_C_1}}}

low

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Migration Risk

medium

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting