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

"I use Salesforce too much to not use Scratchpad. After 8-10 hours a day in Salesforce working on notation and everything else I have to do, the thing I dread the most is updating everything in Salesforce one by one. Scatchpad literally saves me 60-9...0 minutes a day. Highly recommended!" - Jeff Hanks

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.

Comprehensive Insights on Scratchpad Use Cases

How does Scratchpad facilitate Forecasting?

What makes Scratchpad ideal for Workflow Management?

Why is Scratchpad the best choice for Pipeline Management?

What solutions does Scratchpad provide for Engagement Management?

How can Scratchpad optimize your Onboarding Workflow?

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
Scratchpad testimonial

Jeff Hanks

Director

Pluralsight

I use Salesforce too much to not use Scratchpad. After 8-10 hours a day in Salesforce working on notation and everything else I have to do, the thing I dread the most is updating everything in Salesforce one by one. Scatchpad literally saves me 60-90 minutes a day. Highly recommended! Testimonial By Jeff Hanks
Scratchpad testimonial

Alex Gibbs

Account Executive Team Lead

Verkada

Scratchpad has helped me on a daily basis, not only with task organization, but swifter pipeline overview and updating. The real time updating and help received from their C Level Executives is over and beyond what I was expecting. I will continue to use this every day and couldn't imagine life wit...hout it!

Testimonial By Alex Gibbs
Scratchpad testimonial

Christian Elton

Account Executive

Acquire

Scratchpad is a game changer and saves me hours every week. It is extremely sleek and simple, and the team is very supportive. It’s hard to imagine life without Scratchpad. Testimonial By Christian Elton
CUSTOMERS TESTIMONIALS
Scratchpad testimonial

Jeff Hanks

Director

Pluralsight

I use Salesforce too much to not use Scratchpad. After 8-10 hours a day in Salesforce working on notation and everything else I have to do, the thing I dread the most is updating everything in Salesforce one by one. Scatchpad literally saves me 60-90 minutes a day. Highly recommended! Testimonial By Jeff Hanks
Scratchpad testimonial

Alex Gibbs

Account Executive Team Lead

Verkada

Scratchpad has helped me on a daily basis, not only with task organization, but swifter pipeline overview and updating. The real time updating and help received from their C Level Executives is over and beyond what I was expecting. I will continue to use this every day and couldn't imagine life wit...hout it!

Testimonial By Alex Gibbs
Scratchpad testimonial

Christian Elton

Account Executive

Acquire

Scratchpad is a game changer and saves me hours every week. It is extremely sleek and simple, and the team is very supportive. It’s hard to imagine life without Scratchpad. Testimonial By Christian Elton

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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

Financials

SERIES B