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!
Scratchpad is the first workspace built for sales. Every feature and interaction is designed with salespeople in mind, which means speed. Scratchpad combines sales notes, spreadsheets, tasks managers, chat, notifications, deal collaboration, pipeline management, Kanban boards, search, and sales process compliance in a delightful experience, always connected to Salesforce.
The correlation that sold me was the people that had been using Scratchpad were the ones that the most accurate forecast, the ones that were updating real time, next steps on a deal. They had deals in the right sales stage. And that information was crucial.
Totally game changing. Life-altering productivity. Can't be understated. 4-7 hours a week have been given back to me with this tool. I wish I had this for all my years in sales. Staying on top of all of these Salesforce fields used to be my biggest stressor, and now I can see them in an easy to use view. Absolutely love this product! Their team is also super helpful and supportive. This is a must-have for Salesforce users.
Good ops teams should be figuring out how to make it easier for salespeople to sell and enablement is about providing the training, guidance, and coaching to make sales teams really effective. When you have an ops team and an enablement team that have sold before and have had any element of empathy for salespeople, it’s a no-brainer to buy Scratchpad.
I've been using Scratchpad since making my latest move to Mixpanel, and it's my favorite piece of our CSM/RM/AE tech stack. Like the rest of the world, I've used Salesforce for years and always felt like it was a bit cumbersome to interact with and a requirement from management, not a tool for client facing users. Scratchpad totally filed down those rough edges into a core experience I'm loving.
Scratchpad helps us move opportunities through the pipeline way more efficiently and effectively and in a friendlier way than AE’s were previously trying to do with just Salesforce. For them, Scratchpad is actually fun to use which makes them want to move their deals through the pipeline. If Scratchpad were removed, I think people would legitimately be upset. This is how salespeople will interact with Salesforce in the future at nearly every single company.
I hadn't actually loved using a product in such a long while. Until yesterday, when I received personalized onboarding from Scratchpad. I already know it's going to be a huge part of my workflow.
With Scratchpad we were able to drive the desired behaviors and get key insights with CoM + MEDDPICC + Forecast inputs to help drive predictability, and our team didn't need to take on a change management effort because salespeople already loved using the product. One of the examples beyond just better context on deals and adherence to our methodology, Scratchpad was launched to help with our AE and SDR teams jointly collaborating on outbound and territory management.
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!"
You spend hours every day working on notes, todos and updating opportunity fields. When you use something for that long, it should be fast and delightful.
