Salesforce is a great database, but as a place to do your work it's slow to load, requires too many clicks and countless browser tabs. So you do your work in a spreadsheet, take sales notes and maintain to-do lists in separate apps, and block time on your calendar to copy and paste the info back into Salesforce. Is this really the best system? 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 SFDC and managing teams a more intuitive and faster experience than any version of SFDC 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.
"I honestly have to credit Scratchpad for my promotion! Wouldn't have been able to get this promotion without being able to open Scratchpad everyday and track all the different ops I was working and take notes during every meeting. Seriously used it more than Salesforce!!!!"
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!"