Scratchpad makes it so easy to update close dates, forecast categories, next steps and more all from a single view. With ScratchPad it takes me 3-5 minutes to update all of my opps and allows me to spend the time I saved on selling activities.
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!
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 has helped organize my pipeline, notes from calls and removed countless number of clicks that I would have had to take to update something in Salesforce. It's such a great resource for Account Executives and sales executives.
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!
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.
This is the way to Salesforce, period. For anyone that has to update Accounts, Contacts, Opportunities, Pipelines, or managing multiple reports for any of the above -- you need to try Scratchpad. The minute of setup will save you hours. I can't recommend Scratchpad enough!
I use Scratchpad EVERY DAY. It saves me a ton of time and gives me more visibility into my pipeline.
Scratchpad makes updating Salesforce simple and quick! The UI makes it simple to make updates to opportunities. You can pull in the exact fields you need to work with you're not loading custom field after custom field in a SFDC layout just to make a simple update. I really like the notes section as well, you can write notes in Scratchpad and then link them right over to the opp/contact you're working on.
I first was hooked when I saw the task workflow in Scratchpad since using the native tasks in Salesforce was never as smooth as I wanted. After a month of heavy use I calculated I was handling 50% more tasks just by using Scratchpad. I never went back!
The pipeline view was a similar revelation in the immediate filtering, field updates and data manipulation. Now pipeline reviews and my monthly planning are both much faster processes than before and I'm able to spend more time on output, which has led to a significant increase in new business closed per month.
I love using Scratchpad! It is so easy and efficient. Scratchpad has saved our sales team so much time. Great onboarding process as well as their product specialists are always willing to teach you how to best use the product!
Tired of "The record you were editing was modified by (INSERT USER) during your edit session"? Scratchpad is the solution. Edit & view multiple Salesforce entries just by searching by a unique field (name, phone number, email etc). The ability to move through (and edit) multiple records in Salesforce is a game-changer. No need to load a whole page if you just want to make a quick edit/reference.
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!
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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.
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Scratchpad is the best way for updating my pipeline on a daily basis. I'm always looking for ways to manage more deals at one time and scratchpad helps me stay organized while increasing my ability to manage more deals at once.
Honestly, I hardly open SFDC windows unless I absolutely have to. Scratchpad just works better and looks better. And then I don't have to deal with multiple clicks to update and save my updates for each opportunity. Additionally, creating tasks for myself is extremely simple using Scratchpad.
I'm a big fan of their customer success and product team as well. They are quick to implement new ideas and I've had several team members jump on calls to ask me more about my use cases.
My favorite part about Scratchpad is the simple and effective user interface. They set out to take the burden of admin on Salesforce off the plate of an active sales team and put everything in one easy to use (and easy to link) interface to make updating the pipeline, taking notes, and completing tasks a breeze. 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.
As an AE, this tool helps me update my pipeline much much faster at the end of the month. It is a great thing to have. I have shared it with a couple of my colleagues and we are all using/testing the platform. We've used for about 4-6 weeks and have seen great results.
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.
Amazing experience using Scratchpad for Salesforce. It has immensely streamlined my workflow!
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.
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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.
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.
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.
Scratchpad has been a huge productivity gain for my team. We spend less time filling out information in Salesforce and more time closing!!
Awesome experience using Scratchpad !!! it changes my life for updating any opportunities into Salesforce in efficient manner, very easy and very quick!!! if you are a sales or managing director, or account executives....or any related sales role....Use scratchpad to save time every day.
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!
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.
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 Salesforce experience into something more like using an Excel Spreadsheet - and the support / engagement is from real people! Top marks! #salesforcecrm #salesforceadmin #scratchpad
RevOps teams need to ensure data accuracy in Salesforce for every deal, at every stage of the sales cycle, across their entire global sales organization. Keeping this data up to date without burdening the sales team was a big focus for our organization. At Lacework, we found the solution we were looking for in Scratchpad, which removed the pain associated with updating records in Salesforce, provided the team with a workspace they liked, and made it super easy for them to keep their forecast updated. The result has been improved forecast accuracy, a higher level of data fidelity, and insights into where our sales management need to focus their coaching and sales enablement efforts. It’s been a win for both Sales and RevOps. Sales is able to reduce their administrative workload, save time, and stay better organized, while the RevOps team is able to make smarter decisions knowing the data they are basing them on is up to date and accurate.
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.
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.
Scratchpad saves me a ton of time on double entry, extra clicks, sifting through Salesforce, and updating spreadsheets. It allows my manager to see what I'm doing in real time so they don't have to ask me about it over slack or in person.
Scratchpad has been critical to driving compliance with certain workflows and helping the reps stay on top of their pipeline. Some of my reps would quit if I ever took it away!
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.
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.
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
I've been searching for something like Scratchpad for a long time. Awesome tool that makes life easier if you work in sales. I highly recommend it! If you need help with anything the Scratchpad team is always there to offer their service.
Scratchpad is the best way to manage your Salesforce pipeline. I love how easy it is to update my pipe (using the "next step date" filter. It's way easier than going into Salesforce to do it. Also, the level of visibility that allows me to see exactly where I am at any given moment.
Updating Salesforce has never been easier. At the beginning of every month I do a pipeline review to make sure I am on top of all of my opportunities. Using Scratchpad has saved me tons of clicks and hours waiting for information to load within Salesforce by providing a quicker and easier way to update fields as well as tiles that act as a template allowing me to quickly have all the fields I need to update in one location.
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!
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!
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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!
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.
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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 ✌️
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!
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.
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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 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!
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 makes one of the most time consuming tasks for any sales team a breeze -- Keeping your Salesforce up to date. You can get a high-level view of your opportunities in seconds, and easily update all the critical information to ensure your opportunities reflect the latest information.
Personally I use it to update next steps, amounts, and even MEDDPICC fields quickly without having to go into each separate opportunity or worry about things saving. I easily save 20-30+ minutes a day which adds up quickly. It also makes it easy to share customized changes / views across your team so people aren't duplicating work.
Absolutely essential tool if your company is utilizing Salesforce. Scratchpad makes updating deals and taking notes easy. Download it now for immediate time ROI!
I brought Scratchpad in after seeing folks talk about it on LinkedIn. It was easy to set up and now we're paying for it across our entire team. Scratchpad is great for adding information off any page using the command+J function. Forecasting 1:1s with reps by pulling up reports and also using command+J function to edit core fields (i.e. Next Steps, etc.) is a huge benefit. Scratchpad provides in-line editing that's wider than what you get from Salesforce's List View. You can easily create and share templates to the team as well as creating notes from a Google Calendar event.
Sales Reps out there that are tired of the 2,3,4 clicks to update one field in Salesforce. Scratchpad is your answer!
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!
Honestly the best thing that's happened to Salesforce. It pulls Salesforce's UI and UX into the future and our entire team loves it.
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.
I can't believe I've gone this far in my sales career without something like Scratchpad - I'm never going back. Thank you for all that you do, Scratchpad team!!
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."
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.
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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.
Scratchpad is a huge time saver. Great product and your team should be rewriting Salesforce's UI/UX! Great tool.
I love Scratchpad. I have never dunked on LeBron James, but I imagine it brings the same amount of joy as using Scratchpad.
Scratchpad will 10X your Salesforce productivity. Completing and updating tasks is by FAR the best part about ScratchPad. My fellow reps, take 30 seconds to setup ScratchPad and schedule a support call with them to make it faster. It'll help you blow through 100 tasks / day. You'll be razor sharp for ever single touchpoint.
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.
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.
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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.
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.
If you use Salesforce, download Scratchpad ASAP!! It’s a game changer.
“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.”
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 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.
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!
Scratchpad Command 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. Data maintenance and consistency is a huge focus for us as we scale, and Scratchpad Command is helping me achieve that.
If you are in sales and use Salesforce as your CRM then you need to take a look at Scratchpad!
Wunna Hlaing & Sam Brewer Thank you for helping us get started on Scratchpad! It's going to give our 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! Congrats to the team!
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.
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If anyone is looking to make working in Salesforce less painful, you have to check out Scratchpad!
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!
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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.
Oh man, don't even get me started on Scratchpad Command. I'm honestly at the point where I'd get Scratchpad Command tattooed on my back if it was acceptable. Scratchpad alone is an absolute miracle tool for navigating through Salesforce, especially SFDC Classic and then Scratchpad Command takes it to another level for updating information and notes on the fly. Creating accounts, leads, opps from anywhere is amazing. It's also useful for certain tasks you wouldn't necessarily think of immediately like during prospecting. It makes it much easier to see if leads/accounts you're looking to engage already exist which is invaluable for me as I'm now engaging potential business partners and not just lawyers/law firms.
Scratchpad is the easiest and quickest way to update my pipe. It saves me a lot of time and headache from working in Salesforce. It is really intuitive and hasn't required any time upfront to learn how to use. Wunna is awesome and very helpful as well!
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.
Ah, Scratchpad Command. I didn't know I missed you until I got you. When you're making calls & sending emails and you get a warm conversation with some information other than a meeting, it's the second best outcome you can hope for. But when you're on a roll, stopping and navigating into Salesforce to input Future Interest Date, Account Notes or update the customer’s current software solution, it’s guaranteed to break your workflow. So I did what many sales people do which is make a list of all the updates I have to make and save it for an hour on Friday (tgif, am I right?) but it doesn't always happen. When I found out about Scratchpad Command 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.
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.
