The sales toolkit
for great hygiene
and execution
Scratchpad simplifies Salesforce, monitors CRM hygiene, and automates data entry and coaching.
1470+ reviews on
The sales toolkit
for great hygiene
Scratchpad simplifies Salesforce, monitors CRM hygiene, and automates data entry and coaching.
1470+ reviews on
Scratchpad automates manual data capture and coaching, keeping your sales team focused on revenue.
Scratchpad integrates AI powered sales sheets, notes, tasks, and calls, into simple and fast sales workflows reps love.
Scratchpad drives great hygiene and process adoption while giving you visibility into hygiene trends and compliance for individuals, teams, or regions.
THE CHOICE FOR HYGIENE EXCELLENCE
Status quo
Scratchpad
Try to make Salesforce usable
Chase sales reps for updates
Brute force tool adoption
BI dashboards without action
Use assumptions to fill gaps
Endure forecasting surprises
Clean-your-room reports and naughty lists
Hold more internal meetings
With all of this, the best is 60%
Deploy Scratchpad for your team in minutes.
Adoption in hours. 90% in 2 weeks
Case study
Most companies hygiene ranks below 50% leading to missed updates, incomplete data, and inaccurate forecasts. Scratchpad helped a Utah company improve hygiene by 80% in two weeks. Setup and adoption in less than 1 hour, and no sales reps were yelled at!
“Scratchpad is a tool that salespeople love using and leadership can drive consistent process and adherence to process. It solves the problems that Salesforce can’t.”
Ryan Meeker
VP of RevOps, Bill.com
“Our data hygiene has seen a total 180 since we implemented Scratchpad. If I want people to have confidence in their forecast, then they’re going to have to understand the information in Salesforce better and actually input that data into Salesforce.”
Natalie Blardony
Sales Ops Manager, Crunchbase
“My most buttoned up AE loves this, and so do I. Scratchpad allows me to fly through reports, inspecting pipeline and salesforce accuracy while coaching and policing data hygiene along the way.”
Nate Henry
VP of Channel Resellers, Birdeye
“There's no easier way to improve Salesforce hygiene, than this tool right here. You can thank me later.”
Mitch Miller
Account Executive, Talkdesk
“From pipeline updates to next steps and general Salesforce hygiene, Scratchpad gives us the clarity we need to identify priority deals and track changes effortlessly. It's like having a roadmap to success.”
Omid Izadjou
Head of Sales, Arc
“Scratchpad is the best tool ever for workflow and pipeline hygiene. It's what Salesforce should be. It’s helped me maintain a clean pipeline and forecast accurately, not to mention, have all next steps, close dates accurate as can be.”
Diego Cabrera
AE, Lula
“Scratchpad is allowing me to save time when updating opportunities and ensure my Salesforce hygiene is perfect.”
Mallory Ksenofontov
AE, Meddidata
“Everyone knows how much salespeople hate admin work! If the data is bad, so is your forecast. Scratchpad makes sure this isn’t the case.”
Jonathon Llett
VP Global Sales, Cognism
“Scratchpad. It is a game-changer. Pipeline hygiene was a huge issue at my org. With Scratchpad it is now no longer an issue.”
Ben Butler
GTM Productivity Manager, Brex
Scratchpad consistently ranks as the G2 industry leader and high performer based on thousands of reviews from sales leaders, operations leaders, and sales teams.
