Scratchpad is built for AEs. See what they have to say about us.
We may have heard a few things from their managers too...
Before I would spend at least an hour before our weekly pipeline meetings to make updates on deals. This would mean opening up almost every opp to update next steps, dates, notes, etc.
Now I will do a lot of this more ad-hoc because it's so simple to do in Scratchpad and I only spend about 10 minutes to make the same weekly updates I was doing before.
Admin is the worst part of my day to day. I want to focus my time on strategic client conversations and optimization of campaigns. Using Scratchpad, I can quickly update my latest touch points and statuses without clicking away for account by account in SFDC. Huge time saver. Keep it up ✌️
Quick one: If you use Salesforce but you hate the laborious slowness of doing small regular updates to (for eg) opportunities, adding meeting notes etc - try this awesome little Chrome Extension we have found called Scratchpad. It turns the SF experience into something more like using an Excel Spreadsheet - and the support / engagement is from real people! Top marks! #salesforcecrm #salesforceadmin #scratchpad
Scratchpad is a game changer for a sales professional who's looking to gain a competitive edge in productivity. The more efficiently I work, the more time I save for myself which leads to prospecting accounts, learning about the industry, and ultimately, closing deals.
We were an early adopter of Scratchpad back in 2019. While the product was early it still provided great value for our teams. Fast forward to today, and the product has grown by leaps and bounds and we can't live without. It's helped us align and standardize around our process and methodology.
We completely rely on it and literally can't function without it. The Sales team is able to "save a ton of time when editing opportunities while avoiding a slow and rigid SFDC interface" and my reps are "able to quickly visualize my pipeline and the important data points in one place allows me to work faster". Both Sales and Customer Success "do almost all of my notes in Scratchpad as well -- makes it very easy to quick throw things in salesforce and keep things up to date."
Let me tell you about a company that has provided an amazing customer experience. When I was at Divvy I stumbled across Scratchpad and it turned out it was a pretty great tool for helping reps update their salesforce opps quickly and manage their pipeline.
One of their reps Wunna Hlaing reached out and walked me through how to use it. He then scheduled a meeting for the CEO Pouyan Salehi to come and listen to the sales reps using it so they they could build more features to help our team. This is all without us paying a dime to Scratchpad. No contract pressure, no end of month promos. Just helped us use it and provided value.
That alone is commendable and worth giving them a look.
When I got laid off - Wunna kept in touch, and made sure I landed on my feet. When I moved over to eFileCabinet, Wunna didn't reach out to me. I reached out to him. He took time and attention to meet my needs, even when he had nothing to gain. And earned a lifelong customer.
In sales, it's easy to lose sight of the effectiveness of patience, listening, and giving. Sometimes you need to be aggressive and push for the deal, but other times, just being a good person, providing value, and fostering a partnership helps much more in the long run. I'd recommend Scratchpad to everyone in my network.
YOOOOOO! To all my Independent Contributors, The AE's, The SDR's of the world. If you are on Salesforce (SFDC) and you have not yet added the Scratchpad chrome extension. You're doing it wrong!
Scratchpad has solved my #1 problem as a rep – PIPELINE HYGIENE.
You can jump into any opp and change close dates, next steps and opp amounts from your entire pipeline list AT ONCE. No more opening 50 tabs to update pipeline 1 opp at a time.
Thank me later! I think I just saved 3 hours of my Friday and my manager is really happy going into last week of the month.
As Chief Revenue Officer 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!
I’d recommend anyone using salesforce that hasn’t tried SCRATCHPAD to check them out. I wish I'd been introduced to their UX a long time ago. 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!
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!!!! So thank you for sharing such an amazing product with our team!
I've been using Scratchpad for about a month now and it has been saving me hours every week in clicks and load screens in Salesforce. Not only is Scratchpad a joy to use, but it has actually got me logging a ton more info in Salesforce. Great stuff!
I hadn't actually loved using a product in such a long while. Until yesterday, when I received personalized onboarding from Scratchpad.com.
I already know it's going to be a huge part of my workflow.
10 stars out of 5 if I could do it. Super easy to set up and use and the new features they roll out are always things I didn't realize I needed but absolutely did.
Scratchpad saves me 1.5 hours per day by giving me an easy interface where I can manage critical customer tasks, notes, pipeline, and stay organized - and it all syncs instantly to salesforce.
It takes seconds to install and works instantly, I’ve never seen an easier to deploy sales tool that drives immediate enterprise wide adoption So basic a problem to solve yet nobody has done it this way.
Keep it up and thanks for making the lives of sales people easier.
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.
Fellow Salesforce users - Install this and your data entry just got easier. Where has this been all my career? Thank you Scratchpad.
CS and Sales Folks - Go get Scratchpad now. Scratchpad is free and has made me way more efficient, organized and my data entry a breeze.
Wunna Hlaing even shared some best practices with me! Check them out if you haven't!
Scratchpad.... where do I start? I have added Scratchpad into my workflow in my last and current role.... I have adopted Scratchpad for the last year with a heavy refusal to change. This tool takes the headache out of the admin work you have to do as an AE. In prior roles when I'd only work out of Salesforce, I didn't take near enough time updating opportunities/account information as well as using very limited fields.
Transitioning over to Scratchpad, my opportunities and accounts are rich with information. I use 5x as many fields as I've used in previous years - This meaning healthier Salesforce notes and my manager has a better understanding of my pipeline without having to always nudge me.
Working out of ScratchPad gives me more than enough time back to focus on things that are more critical to the success of my role!
Scratchpad is amazing. It's one of the tools that changes the game so much, you're left wondering how/why it did not exist sooner. I tested it out after a colleague recommended it to me and it's now a staple throughout our entire sales team.
Some sales tools help a little, and few help a lot. If you're an AE, or need to keep track of anything in Salesforce period, then you need to check out Scratchpad – one of the few tools that help a lot.
Being blunt, salespeople tend to struggle keeping track of deals, which leads to losing sales. Wunna has helped us implement Scratchpad, which I can easily say has led to more deals closing because of better organization.
It took less than 5 minutes to get going, and it has saved us 30+ minutes per day since then.
Get at him, and get it going!
Amazing, amazing, amazing. It will get rid of the millions of salesforce tabs, actually allow you to navigate your tasks from a single screen, customize views to how you want them to look, and save your literally hours on manually clicking through SFDC. No questions asked, you need it.
Sales friends using Salesforce. This add on is a must and a game-changer for your workflow. The easiest way to update SFDC fields from one tab!
Also, do the 1x1 welcome session with the Scratchpad team, they unlocked many useable features that I wouldn't have found. Let me know if you have any questions. Sharing because I think this is pretty awesome.
PSA: If you're in sales, use Salesforce, and you AREN'T using Scratchpad, then you are a damn fool. I'm blown away at how much time it is saving our team, with updating opps, next steps, notes, etc.
I don't work for Scratchpad, receive any compensation, nothing. I'm just an absolute #ravingfan of what they're doing. No more dealing with "editing record fails" because someone is editing it at the same time.
Trust me, download it. There's no easier way to improve salesforce hygiene, than this tool right here. You can thank me later.