About Scratchpad

Scratchpad is a sales enablement software that helps businesses update the Salesforce pipeline and work daily to-dos. It comes with a thoughtful design and advanced features that enable teams to record sales notes in real-time. Scratchpad can make the tedious work fade into the background.


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91 Reviews of Scratchpad

Average User Ratings

Overall

4.89 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(82)

82

4 stars

(10)

10

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 91 results

June 2021

Danny from Blue Lava

Verified Reviewer

Company Size: 11-50 employees

Industry: Information Technology and Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2021

Critical for sales exec productivity; couldn't work without it

The first time I showed this to our exec leader, it was a one-call close, no negotiation, send us an order form. This was my second time bringing them into an organization. Since doing so, every business function/customer-facing team, is using Scratchpad in their workflows and building reporting around it. The use cases never end... add a contact role to an oppy w/ a new contact you just added from linkedin via zoominfo's extension? yeah, Scratchpad does that. Want a custom object report for your Pro Services team to manage their project pipeline? yep- team lead figured it out on his own... the list never ends....

Pros

Keep Salesforce as the single source of truth, without having to live in it. -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 I am on the web -EVERY customer is treated like a VIP and a design partner -Super super super responsive, thoughtful, and engaged support, product and sales teams

Cons

There are little tweaks here and there, but nothing jarring at a solution level

Reasons for Choosing Scratchpad

n/a

Reasons for Switching to Scratchpad

First time I purchased, I was tired of Costello development and customer engagement slowing down after the SalesLoft acquisition. (No hate, just the way it happens. Went through this with Pattern ~4 years ago.)

Response from Scratchpad

Replied June 2021

Thanks, Danny!

May 2021

Derek from UserGems

Verified Reviewer

Company Size: 11-50 employees

Industry: Computer Software

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2021

No-brainer for anyone using Salesforce as a CRM

I save hours a week on Salesforce admin time. Scratchpad enables me to maintain a much sharper workflow, improve my admin efficiency, and keep a cleaner pipeline. If you're on Salesforce, I would buy this app, even if my company didn't pay for it.

Pros

1. The user-interface is simple and that's what makes it so incredible. You can navigate Salesforce so quickly from any screen on Google Chrome so you never have to break your concentration or "switch-task". If you're an individual contributor - this is EVERYTHING for being efficient to spend more time on your core tasks. If you're a manager or leader - for the love of god, pay for Scratchpad for all of your reps. The compounding benefits across your sales team will results in higher revenue numbers, a happier sales team, and a cleaner CRM with better forecasting. 2. The support team at Scratchpad is the best I've seen. They get to every bug, report, and feature request lightning fast. It's kind of crazy. 3. Most important feature is command + J. It makes this tool what it is. Access, update, or create any record within SFDC from any screen instantly.

Cons

There's nothing I dislike about Scratchpad. It does next to everything I could want it to do and new functionality seems to be added on frequently. There's always room for improvement with anything, and I might ask for more automations, reporting, dashboards, and hotkeys.

Reasons for Choosing Scratchpad

Command + J The key is to be able to NOT have to switch screens or tabs, ever.

Response from Scratchpad

Replied May 2021

Thank you, Derek!

July 2021

Mary from VISITING ANGELS

Company Size: 501-1,000 employees

Industry: Hospital & Health Care

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

July 2021

Scratchpad is beneficial for sales

Overall my experience with Scratchpad has been wonderful! You really cant go wrong using it.

Pros

What I love about scratchpad is that all my sales notes, and tasks are in one place. It makes updating salesforce a breeze, I dont even need to log into salesforce.

Cons

It would be cool to have additional formatting in the notes section, but other than that it's really good.

Response from Scratchpad

Replied July 2021

Thank you for review, Mary! Did you know you can add color to your notes now in Scratchpad? Here is a short video on how to accomplish this as well as some other formatting options. https://youtu.be/8B0cilyk7a0

May 2021

Anonymous

Verified Reviewer

Company Size: 5,001-10,000 employees

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2021

Improve efficiency 10x

improving forecasting accuracy and bringing efficiency to interacting with salesforce

Pros

I save so much time updating my pipeline, it's extremely easy and intuitive to use (you don't have the learning curve of having to use a new tool).. you can easily update many fields on your opps quickly/ move them from one stage to another without waiting for salesforce to load. I rely on this tool everyday. I love that you can customize views to see only what you want to see instead of scrolling through all the fields on teh salesforce record. Their product teams are also great at onboarding/working to customize flows that work for you.

Cons

Would be great to do bulk/mass updating.

Reasons for Switching to Scratchpad

quicker to update opps on scratchpad than in troops, still using troops for other things (notification based triggers, like logging a call after an opp, reminding me when I have cases open)

Response from Scratchpad

Replied May 2021

Thank you for your positive review. The entire Scratchpad team appreciates you so much and we are grateful to have you with us!

June 2021

Anonymous

Verified Reviewer

Company Size: 501-1,000 employees

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2021

Scratchpad for the WIN!

Pros

The time savings, the efficient nature and the ability to organize myself better

Cons

none yet! Maybe that we haven't adopted this fully on an enterprise-level-- but it's in Infosec now!

Reasons for Switching to Scratchpad

Quip was beyond cumbersome, this is easy to use and most importantly saves time!

Response from Scratchpad

Replied June 2021

Thank you for your review. We appreciate you and all of your support!