Scratchpad: Use-Cases, Insights and Reviews | 2024 Cuspera

Name: Scratchpad
Brand: Scratchpad
Rating: 4.86 (1140 reviews)

4.86 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(1140)

Fastest experience to update Salesforces

Scratchpad Overview

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.

Use Cases

Customers recommend Forecasting, Workflow Management, Pipeline Management, as the business use cases that they have been most satisfied with while using Scratchpad.

Other use cases:

Engagement Management
Onboarding
Opportunity Management
Lead Management
Helpdesk Management
Contact List Management
Deal Management

See all use cases See less use cases

Business Priorities

Scale Best Practices and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Scratchpad.

Other priorities:

Improve ROI
Launch New Products
Acquire Customers
Enhance Customer Relationships

See all business priorities See less business priorities

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

"Quick one: If you use Salesforce but you hate the laborious slowness of doing small regular updates to (for eg) opportunities, adding meeting notes etc - try this awesome little Chrome Extension we have found called Scratchpad. It turns the Salesfor...ce experience into something more like using an Excel Spreadsheet - and the support / engagement is from real people! Top marks! #salesforcecrm #salesforceadmin #scratchpad" - Ray Bricknell

Scratchpad, PlanPlus Online, Pipeliner CRM, Oracle CRM On Demand, 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.

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.

Comprehensive Insights on Scratchpad Use Cases

What solutions does Scratchpad provide 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.

"...The ease of use and ability to update my forecast in 2-5 minutes...." Peer review by James S., Account Executive, Twilio

Read Reviews

How does Scratchpad address your Workflow Management Challenges?

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.

"...This add on is a must and a game-changer for your workflow...." Scratchpad Customers

Read Reviews

Why is Scratchpad the best choice for Pipeline Management?

Scratchpad helps sales professionals manage their pipelines efficiently. It streamlines tasks and notes, centralizing information and improving forecasting accuracy. This leads to better pipeline visibility for management and saves time for sales teams.

"...-Capture all meeting notes, synced with the calendar and sfdc oppys & contacts -Manage pipeline and keep up to date inline in seconds vs opening up a million tabs -Persistent search across the browser allows me to use a hotkey to search and access sfdc, gmail, calendar, call notes, etc from ANYWHERE..." Peer review by Danny B., Senior Sales Director, Blue Lava

Read Reviews

How can Scratchpad optimize your Engagement Management Workflow?

How does Scratchpad address your Onboarding Challenges?

31+ more Business Use Cases

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.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Ray Bricknell Managing Director Behind Everycloud	Quick one: If you use Salesforce but you hate the laborious slowness of doing small regular updates to (for eg) opportunities, adding meeting notes etc - try this awesome little Chrome Extension we have found called Scratchpad. It turns the Salesforce experience into something more like using an Ex...cel Spreadsheet - and the support / engagement is from real people! Top marks! #salesforcecrm #salesforceadmin #scratchpad Testimonial By Ray Bricknell
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
Vee Banh Account Executive Pilot	I can't believe I've gone this far in my sales career without something like Scratchpad - I'm never going back. Thank you for all that you do, Scratchpad team!! Testimonial By Vee Banh

CUSTOMERS	TESTIMONIALS
Ray Bricknell Managing Director Behind Everycloud	Quick one: If you use Salesforce but you hate the laborious slowness of doing small regular updates to (for eg) opportunities, adding meeting notes etc - try this awesome little Chrome Extension we have found called Scratchpad. It turns the Salesforce experience into something more like using an Ex...cel Spreadsheet - and the support / engagement is from real people! Top marks! #salesforcecrm #salesforceadmin #scratchpad Testimonial By Ray Bricknell
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
Vee Banh Account Executive Pilot	I can't believe I've gone this far in my sales career without something like Scratchpad - I'm never going back. Thank you for all that you do, Scratchpad team!! Testimonial By Vee Banh

Video

Scratchpad AI Sales Assistant

Frequently Asked Questions(FAQ)

for 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?

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?

PlanPlus Online, Pipeliner CRM and Oracle CRM On Demand are popular alternatives for Scratchpad.

Where is Scratchpad located?

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

Peers used Scratchpad for forecasting and workflow management

Scratchpad Competitors

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

for Scratchpad

Overall Risk Meter

Low Medium High

Top Failure Risks for Scratchpad

Scratchpad Profile

Company Name

Scratchpad

Company Website

https://scratchpad.com/

HQ Location

San Francisco, CA 94107, US

Employees

Social

Financials

SERIES B

Scratchpad: Use-Cases, Insights and Reviews | 2024 Cuspera

Fastest experience to update Salesforces

Failure Risk for Scratchpad ?

Scratchpad Overview

Use Cases

Business Priorities

Scratchpad Use-Cases and Business Priorities: Customer Satisfaction Data

Popular Business Setting

Top Industries

Popular in

Comprehensive Insights on Scratchpad Use Cases

What solutions does Scratchpad provide for Forecasting?

How does Scratchpad address your Workflow Management Challenges?

Why is Scratchpad the best choice for Pipeline Management?

How can Scratchpad optimize your Engagement Management Workflow?

How does Scratchpad address your Onboarding Challenges?

31+ more Business Use Cases

Customer Testimonials

Video

Scratchpad AI Sales Assistant

Frequently Asked Questions(FAQ)

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?

Peers used Scratchpad for forecasting and workflow management

Scratchpad Competitors

Scratchpad Features

Software Failure Risk Guidance

Scratchpad Profile

Get a personalised risk report for Scratchpad

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