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.

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

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 benefits does Scratchpad offer 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 time saved each month managing a forecast and pipeline is cut by 75% or more by using Scratchpad...." Peer review by Cody L., Channel Business Manager

Read Reviews

Why is Scratchpad the best choice for Workflow Management?

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.

"...You can access your SFDC without ever having to switch screens, allowing you to maintain a consistent workflow...." Peer review by Derek W., Senior Account Executive

Read Reviews

What solutions does Scratchpad provide 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?

What Are the key features of Scratchpad for Onboarding?

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
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
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
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

CUSTOMERS	TESTIMONIALS
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
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
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

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, Oracle CRM On Demand and Platformax CRM 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

More Scratchpad Alternatives...

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 benefits does Scratchpad offer for Forecasting?

Why is Scratchpad the best choice for Workflow Management?

What solutions does Scratchpad provide for Pipeline Management?

How can Scratchpad optimize your Engagement Management Workflow?

What Are the key features of Scratchpad for Onboarding?

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

Connect to vendor request

Request Custom Quote