Salesforce is a great database, but as a place to do your best work it's slow to load, requires too many clicks and countless browser tabs. Instead, you do your work in a spreadsheet, take notes and manage to-dos in separate apps, then suffer from hours of painstaking copy and paste back into Salesforce, just to keep your manager off your back. Is this really the best way for salespeople to work? We say, NO!
With tens or hundreds of tasks each day, every click matters. Scratchpad combines notes, tasks and customer context including emails, calendar events, and activity history into one simple view. No more bouncing between tabs to get the full picture and take action.
"Makes interacting with Salesforce and managing teams a more intuitive and faster experience than any version of Salesforce I've encountered. They have a free version, too!"
Update important fields for each opportunity, link your notes and setup tasks faster than ever before. Get more contextual data in your CRM - all with less effort.
"Scratchpad is a fan favorite here at Sendoso. It was actually our AEs and frontline sales managers who organically adopted it initially, and I was elated they were so enthusiastic about a tool that helps them keep pipeline/notes clean in Salesforce. We've since expanded this to any internal group that manages/owns records in SFDC, including CSM, Account Management, Onboarding, etc. Scratchpad has been a big boost in getting some newer less SFDC-savvy teams using CRM."
Clear your head by creating tasks, viewing and adding new contacts, and launching your sales notes directly from your calendar. No more bouncing back and forth from calendar, notes, your tasks and Salesforce. Everything you need to manage your day is always just one click away.
"I literally use it everyday. I am hearing from our sales team they love it because it makes it so easy to manage their accounts and offers a much more efficient way of putting in updates real time. Thank you Scratchpad team!"