Customers

Start with the problem, not the feature. Scratchpad is flexible enough that we can match it to what we’re trying to solve. Scratchpad helps us reinforce MEDDIC without audits, policing, or busywork.

Scratchpad has been incredible. We’ve seen over 9,000 Salesforce updates with AI and saved sellers 455 hours a month to focus more on selling.

Not having AI for data entry is a yellow flag. I’ve seen more accurate data from Scratchpad than I’ve ever seen from humans, and I used to be a salesperson. The ROI of time spent on note-taking just isn’t worth it. Scratchpad drastically reduces the time sellers aren’t winning deals and gives them that time back to focus on customers.

Reps told us Scratchpad was one of the few tools they refused to give up. Once we saw the new AI and Gong integration, the decision was easy. Scratchpad fit naturally into how our team already worked and aligned perfectly with our customer journey and MEDDICC rollout while automating CRM hygiene and improving data quality.

Managers now talk strategy instead of chasing data. Sellers move faster because they trust what’s in Salesforce. Scratchpad became our single workspace for execution. Sellers trust it, leadership relies on it, and it’s made our new process real.‍

So much of the AI out there is vaporware, but Scratchpad actually works. It listens to our calls, maps updates directly to Salesforce fields, and saves our sales team hours in admin work. As a team that depends on so many interdependent systems to run our revenue lifecycle, Scratchpad has unified that approach in ways no other company could.

CRM is no longer the system where sellers work. It’s where data is stored. Sales execution is happening elsewhere and that’s precisely where Scratchpad fits in as the layer where sellers actually work, and where AI brings our process, data, and sales workflows to life.

It’s changed how our entire GTM team operates. From the first discovery call to post-sale handoff, every team now moves faster with less friction. We’re making decisions with confidence because the data is always there. I’d highly recommend Scratchpad to other RevOps leaders.

Start with a pilot. Let reps see the value for themselves. Don’t wait for perfect prompts. Just start. Iterate with feedback. That’s how Scratchpad helped us reinforce process and clean up CRM without adding more work.

I’m blown away by the simplicity of Scratchpad. I mean, it really is the solution that we were looking for when we originally looked at Gong and so I think we made the right call. I’m all in. I think it’s the right solution to get the outcomes that we’re looking for.

Scratchpad is magnificent! The user experience and interface are clean and very straightforward for our sales team, especially since they don’t have much Salesforce experience.

With Scratchpad, we're not just managing deals...we're more efficient. By integrating it consistently across our team, we're gearing up for improved forecasting and pipeline hygiene, which are crucial for our fast-paced sales cycle. Scratchpad gives us the clarity we need to identify priority deals and track changes effortlessly. It's like having a roadmap to success.

Scratchpad has fundamentally changed our workflow for the better. It effortlessly identifies key opportunities and simplifies record updates in Salesforce for our reps. Seeing opportunities populated with next steps and dates, previously elusive through spreadsheets and Salesforce, is incredibly rewarding. Scratchpad has truly been a game-changer for us.

Having the ability to quickly update deals and tailor seller workflows in Scratchpad gave us a completely new experience. Our team can now follow our sales process in a way that’s smooth, intuitive, and actually works in the field.

Scratchpad modernized our team to make the sales process more efficient… provide a better customer experience on the sales side, that's a differentiator from another company in our space.

My company has many required fields on opportunities and they are all over the place. Using Scratchpad lets us create shortcuts to only enter in the data we need in an order that makes sense to salespeople… Scratchpad optimizes our organizations business processes for Salesforce.

Productivity, productivity, productivity! Scratchpad gives our reps the ability to add more notes and updates to all of our opportunities. That means more info getting put into SFDC, which creates better and easier collaboration with management.

We can make edits to Salesforce opportunities as if we were editing an Excel spreadsheet.

Unparalleled power and so simple to use. It gives us massive pipeline management time saving, rep adoption on field fills that are required, but not mandatory, and opportunity right-sizing + accurate next steps.

Scratchpad helped organize our remote sales team… The ability for remote reps and managers to collaborate in a simple and easily digestible pipeline review… With Scratchpad I have all the information needed in a view that's understandable and customizable to my needs.

Instead of bugging my reps in Slack everytime to ask for updates, I can comment right from Scratchpad itself which is so much simpler and more efficient.

When AEs spend less time navigating through Salesforce, they spend more time leaving more detailed information that will get them the sale and provide the information onboarding/support desires. It’s a no-brainer.

Best sales tool I’ve ever used. Scratchpad solves the chaos that is Salesforce. It helps me find what I need to find easier and faster. Spend less time navigating Salesforce and more time working your pipeline.

Scratchpad provides transparency on where customers and accounts are in their journey, made handoffs a lot faster, and easier between CSMs, and most importantly saves me time to focus more on the customer!

It’s clean, simple, easy to use and makes me and my team’s use of SFDC faster and more efficient - especially around updating a lot of opportunities and quickly searching for information.

Productivity on our team skyrocketed, allowing me to spend more time in front of customers, ultimately making the company more money and providing a better customer experience.

I used to have to search through several tabs in SFDC to get the relevant information for my team. Scratchpad puts all of the relevant data that I need at my fingertips.

It’s so easy to create a view and share it with my team to utilize it immediately… it keeps us on the same page in our Funnel Reviews and I love the support I'm getting from the team as they make it really easy to get the help I need fast.

Inbox & Deal Alerts give our sales managers more opportunities to coach reps. It also provides a collaborative place for AEs and Sales Leaders.

Scratchpad is a system that salespeople love using and leadership can drive consistent process and adherence to process. It solves the problems that salesforce can’t. We’re making a big effort to solve a big problem and this is what your team is going to like the best.

It turns the beast of Salesforce into a beautiful experience… It’s a great mix of features without complexity.‍

Our data hygiene has seen a total 180 since we implemented Scratchpad… If I want people to have more confidence in their forecast number, then they’re going to have to understand the information in Salesforce better and actually input that data into Salesforce. That’s what we accomplished with Scratchpad.

You can see every opportunity and customer clearly and update fields in seconds — making pipeline reviews smoother and Salesforce far easier to manage.

Opportunity management and territory planning used to be so painful and laborious before our team rolled out Scratchpad. Now, it's easier to update opportunities to keep sales leadership in sync and take an accurate holistic view of one's book of business.

Scratchpad has made compliance with getting data into Salesforce easier. Quick, easy, and organized layout. See only what you need!‍

Game changer! The ease by which sales reps (and RevOps) can maintain and update SFDC is now at another level… It gives us simplicity. You see the productivity lift immediately.‍

It fills a gap -- no one likes updating things in Salesforce, it's clunky, it's not easy to find all required fields, reps want spreadsheet like views -- and Scatchpad corrects for all of that and more. Views/tiles help drive rep behavior and ensures that all relevant info gets to Salesforce and is updated as needed.

Sales Ops’ Best Friend… Through the Notes feature, our use of the tool has expanded to include our Customer Success team, allowing us to drive better collaboration between Sales and CS and avoid silos in communication.

Scratchpad improves the accuracy of forecast data by making it easier for reps to keep opportunities correctly updated.

The flexibility - there are so many built-in features on Scratchpad that make my job as a RevOps professional more accessible and more streamlined.

Scratchpad helps us with ramping up our team quickly and ensuring that we are noting gaps in pipeline hygiene early. It helps us to drive deal analysis and forecasting.

Large-scale record updates (i.e. updating sales team accounts, re-segmenting accounts en masse, quickly making manual adjustments without needing to click in to each Salesforce record) -- This saves me up to 5+ hours per week… Clean up projects: removing and/or reassigning junk records in Salesforce in bulk -- This has provided clarity and focus to our sales teams; they no longer have to wade through bad data.

We're regaining hours per week our AEs previously spent updating Salesforce. A close second is our team have started using high-value features in Salesforce that we never used before because they were too cumbersome and time-consuming. We're getting 3-4x more Salesforce engagement than we did before Scratchpad.

It’s my bible each quarter. I don’t go a day without looking at it.

I can now trust my data as I know reps are constantly updating their opportunities. Better forecasting. Better visibility into deals. Better chance of closing deals.

Elegance in simplicity. Forecast is more accurate, no deals get missed, data is updated quickly and in real-time from the field.

Do it now! It's one of the better decisions of add-ons to using Salesforce I've done. Saves my team a million clicks and keeps our pipeline up to date and clean. It's simple enough that not a single sales manager on our team complains about pipeline reviews anymore, and for that I'm forever grateful!

Scratchpad is fast, simple and sales software I actually enjoy using. Even better is I have instant visibility into deal movement, what changed and why in just a few clicks. AND it's connected too where our reps manage their pipeline, backed by the trust we have in Salesforce, and now a dependable part of my toolkit as a Sales Leader. If you are using Salesforce and spreadsheets get Scratchpad. It's a beautiful thing.

My SalesForce forecast is always current. Users of Scratchpad are much more likely to have good SF hygene, improving the organization's ability to forecast business accurately and plan accordingly.

We are solving for communication bottlenecks, knowledge transfer, documentation, account handoffs, team-based selling, the list goes on! Scratchpad solves all of those pain points.

If the data is bad, so is your forecast. Scratchpad makes sure this isn’t the case.

Worth every penny and enables sales cultures geared towards excellence.

My most beloved 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.

Scratchpad makes it super easy to train new AEs the ins and outs of pipeline maintenance and getting started with Salesforce. Scratchpad keeps reps focused on the things that matter most and shortens that ramp period so they can focus on building pipeline and maintaining it.

We invested in Scratchpad to ensure that our Salesforce data was always accurate and clean. Sales reps do not typically like to update all of the Salesforce fields and Scratchpad takes away all the excuses because it is so easy to use.

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.

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.

“With Scratchpad we were able to drive the desired behaviors and get key insights with CoM + MEDDIC + 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.”

I would highly recommend Scratchpad. It is a game-changer. Pipeline hygiene was a huge issue at my org. With Scratchpad it is now no longer an issue. The support is amazing, the team leads training, and the new features that are launching are always relevant!

Scratchpad is a fan favorite. 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.

Scratchpad has made keeping my Salesforce clean super easy. I love that I can easily create notes against my accounts in a chrome tab, and push those notes to Salesforce super easy. This auto syncs to all my browsers that I use scratchpad on in real-time. I can track my tasks, and push those against accounts or opportunities without the cluginess of Salesforce

Data maintenance and consistency is a huge focus for us as we scale. Scratchpad enables me to work quickly, effectively, and accurately in my role by allowing me to check Salesforce data and update in real time without delays and multiple tabs.

When I found out about Scratchpad I stared at it with my mouth slightly agape marveling at the beauty of it. No more navigating something reminiscent of AOL 1999 (I kid). Dare I say keeping clean notes and Salesforce as a single source of truth is actually enjoyable now. Thanks Scratchpad, y'all are the real heroes.

I'm honestly at the point where I'd get Scratchpad tattooed on my back if it was acceptable. Scratchpad alone is an absolute miracle tool for navigating through Salesforce.

If you are in sales and use Salesforce as your CRM then you need to take a look at Scratchpad! It's going to give your team back hours in the day to focus on working with prospects/customers vs. SFDC data entry. The UI and ease of use are really great!

You can avoid the clunkiness of Salesforce notes by using the clean UI of Scratchpad. It is easy to use and critical for sales note organization and updates your Salesforce fields for you.

Scratchpad is a game changer and saves me hours every week. It is extremely sleek and simple, and the team is very supportive. It’s hard to imagine life without Scratchpad.

I've actively used the single screen pipeline update page to update opportunities, move close dates up/back, increase deal size, and update next steps to keep everyone on the same page and cut down on calls that I receive on where deals are at… It's helpful to have all of your notes, contacts, and accounts on one browser tab and be able to seamlessly move between screens with a click rather than (4+ clicks). Admin is always a nightmare and this allows us to take care of it in minutes versus hours.

Sales Reps out there that are tired of the 2,3,4 clicks to update one field in Salesforce. Scratchpad is your answer!

If anyone is looking to make working in Salesforce less painful, you have to check out Scratchpad!

Scratchpad allows me to easily update Salesforce without having to navigate through creating Salesforce lists and reports. All of my daily prospects are listed for me to update in seconds. The new Scratchpad Command J feature has also been incredibly helpful as now I don't even need to take the steps to open a new tab but rather can update my leads from any browser window.

The reality is that all sales people should use Scratchpad. The easiness of use and friendly UI now guarantees that I do not spend 30 minutes after a call updating my CRM. I can be taking notes while the conversation is happening and everything will be there once the call is over. Additionally, the simple fact you can coordinate tasks, notes & pipeline under the same umbrella guarantees that the management will have all the angles of the opportunities I am working as now it is seamlessly done and no one has an excuse to not have everything updated as requested.

Scratchpad is clean, fast, intuitive, and simple. The product is very robust, and gets better every week. I've had feature requests turned around the same day… Getting data into Salesforce without wanting to cry, getting clean data from my team without chasing them down in 1:1s.

I love ScratchPad. Every time I use it I feel like I've just megged both Messi and Ronaldo in a single touch. If you use Salesforce and are feeling a lot of pain you need to check out Scratchpad. It'll help you streamline and centralize your notes, task management, and pipeline updates. Truly a salesperson's dream.

You mean I don't have to log into Salesforce?? Sign me up! I love using Scratchpad and the time it saves me not having to wait for Salesforce to load is amazing! They are constantly updating the App and I love what this team is building!

If you're a salesperson and you're company uses Salesforce CRM... you need to use Scratchpad. It will save you time/money and help you get better control over your deals. Use it everyday and I tell every salesperson I know about it. Highly recommended!

One of the most frustrating things you might hear from a sales manager: 'Is you forecast in Salesforce up to date?' As we all know, updating SFDC is tedious and requires far too many clicks/loads to provide simple updates. Scratchpad solves this in an elegant way, allowing you to instantly update records from one view. One of the best sales productivity tools I have seen! Props to the team here as they are always willing to help if you have any questions.

My coworker had recommended I use scratchpad because of how long it took for me to update my tasks and opportunities in the Salesforce. Since then I haven't looked back. Excellent tool for organizing yourself, I would highly recommend to any salesperson.

Scratchpad has been a huge productivity gain for my team. We spend less time filling out information in Salesforce and more time closing!!

Scratchpad is awesome. No longer will you spend time in Salesforce updating an opportunity, clicking save, and seeing the dreaded "Marketo sync user made changes, please refresh" and redoing the whole thing. Everything is updated in realtime from an interface that's awesome. Notes can be shared between SDRs and AE (or any teammates) and linked directly to Salesforce. You can update individual opportunities or your entire pipeline in a spreadsheet-style view.

Scratchpad is game changing.

Scratchpad is a huge time saver.  Great product and your team should be rewriting Salesforce's UI/UX!  Great tool.

I love Scratchpad and can't imagine my day-to-day without it. It makes the process of updating Salesforce 1000x more painless and efficient. The team is also AMAZING - so helpful in getting me up and running, responsive, and constantly open to user feedback. I would highly recommend this tool to all sales rep!

Scratchpad is amazing and saves me so much time when updating my sales pipeline that would normally take hours in Salesforce. The team there is great, too! Scratchpad is saving my life.

I use Salesforce too much to not use Scratchpad.  After 8-10 hours a day in Salesforce working on notation and everything else I have to do, the thing I dread the most is updating everything in Salesforce one by one.  Scatchpad literally saves me 60-90 minutes a day.  Highly recommended!

Scratchpad has helped me on a daily basis, not only with task organization, but swifter pipeline overview and updating. The real time updating and help received from their C Level Executives is over and beyond what I was expecting. I will continue to use this every day and couldn't imagine life without it!

I use Scratchpad EVERY DAY. It saves me a ton of time and gives me more visibility into my pipeline.

Amazing experience using Scratchpad for Salesforce. It has immensely streamlined my workflow!

I've seen Scratchpad make a number of lists, and you probably have too. It's a comprehensive solution that makes entering ANY data into Salesforce as simple as jotting notes in notepad. Service is A++. Shout out to Wunna Hlaing for hopping on numerous calls to make my CRM life waaaay easier. Check it out if you haven't.