Top-tier CRM hygiene in a week
Scratchpad is the path to excellent hygiene and visibility without chasing reps for updates
4.8/5 based on 1,470+ reviews on
Scratchpad is the path to excellent hygiene and visibility without chasing reps for updates
4.8/5 based on 1,470+ reviews on
Stop wasting your sales reps time. Automate CRM updates with AI suggestions from sales calls and emails.
Fast, simple sales sheets for AI and sales rep collaboration that sync real-time with Salesforce.
Track hygiene trends and measure process compliance at all levels with real-time insights
Motivate your sellers and measure individual or team hygiene metrics with leaderboards, trends, and streaks.
Highlight opportunities missing next steps and next steps dates, with expired close dates, or any Salesforce field that needs updates.
“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 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
“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
Here are 10 reasons you might give Scratchpad a shot.
Operations (process compliance)
Sales Leaders (visibility & execution)
You can’t get adoption of the changes you roll out in Salesforce
Understanding what’s changed and why is unnecessarily difficult
You’re buried in validation rules and required fields that don’t work
You don’t trust the data in your CRM - it’s often missing, incomplete or out of date
Opportunities are poorly qualified and others magically go from stage 1 to closed
You’re often “getting the news” instead of action plans in your pipeline and deal reviews
You can’t measure the impact of changes you roll out, or understand what works and doesn’t
Your sales team isn’t following the processes you’ve carefully designed
Sales Reps work in spreadsheets and notes instead of Salesforce, and only input the bare minimum data
Getting the team to do what you need them to do is often an exercise in brute force
Not really. Sure, you can configure Salesforce to no end, but you are limited by the components that Salesforce offers; validation rules, custom page layouts, required fields, maybe some AI, and integrations. None of these speed up or simplify the end-user experience. If anything, they create more friction and complexity for your team, which makes adoption worse.
Scratchpad gives you a toolkit and components to enhance Salesforce in a way nothing else does. You can deploy changes faster, learn what’s working, and enable your team to use your CRM by creating a radically better user experience - one they’ll naturally adopt and love to use. And it’s so tightly connected to Salesforce that there’s no integration setup.
You’re right. Tool fatigue is very real…when the solutions don’t solve problems for sales reps. More tools, more Salesforce, more validation rules, more login’s, don’t help with adoption. But when you have something fast, flexible and simple for frontline sellers, fatigue turns into excitement and relief. Don’t take our word for it. Check out the 1400+ 4.8/5 star reviews on G2. And Scratchpad allows you to consolidate several tools you may already be using, so there’s that too!
Well, Scratchpad can’t close deals for you (though that may change in the future). But for now, it makes the process of selling easier, faster, and more enjoyable.
Scratchpad doesn’t do sales engagement, like sending automated emails. There are great solutions for that already.