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.

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

"Scratchpad makes updating Salesforce simple and quick! The UI makes it simple to make updates to opportunities. You can pull in the exact fields you need to work with you're not loading custom field after custom field in a SFDC layout just to make a... simple update. I really like the notes section as well, you can write notes in Scratchpad and then link them right over to the opp/contact you're working on." - Adam Chamberlain

Scratchpad, Veloxy, ExpensePoint, Less Annoying CRM, Teamgate 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.

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

How does Scratchpad facilitate Forecasting?

How efficiently Does Scratchpad manage your Workflow Management?

How efficiently Does Scratchpad manage your Pipeline Management?

How efficiently Does Scratchpad manage your Engagement Management?

What makes Scratchpad ideal for Onboarding?

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

Adam Chamberlain

Enterprise Account Executive

Adobe
Scratchpad makes updating Salesforce simple and quick! The UI makes it simple to make updates to opportunities. You can pull in the exact fields you need to work with you're not loading custom field after custom field in a SFDC layout just to make a simple update. I really like the notes section as... well, you can write notes in Scratchpad and then link them right over to the opp/contact you're working on.

Testimonial By Adam Chamberlain
Scratchpad testimonial

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.

Testimonial By Gareth Ritcey
Scratchpad testimonial

Tom Strachan

Regional VP of Sales

Lytics
Scratchpad is a huge time saver. Great product and your team should be rewriting Salesforce's UI/UX! Great tool. Testimonial By Tom Strachan
CUSTOMERS TESTIMONIALS
Scratchpad testimonial

Adam Chamberlain

Enterprise Account Executive

Adobe
Scratchpad makes updating Salesforce simple and quick! The UI makes it simple to make updates to opportunities. You can pull in the exact fields you need to work with you're not loading custom field after custom field in a SFDC layout just to make a simple update. I really like the notes section as... well, you can write notes in Scratchpad and then link them right over to the opp/contact you're working on.

Testimonial By Adam Chamberlain
Scratchpad testimonial

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.

Testimonial By Gareth Ritcey
Scratchpad testimonial

Tom Strachan

Regional VP of Sales

Lytics
Scratchpad is a huge time saver. Great product and your team should be rewriting Salesforce's UI/UX! Great tool. Testimonial By Tom Strachan

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.

Read on →

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.

Read on →

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.

Read on →

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.

Read on →

Scratchpad AI Sales Assistant

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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?

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.
lightning

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

?

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

Linkedin

Financials

SERIES B