Customer Love

Fellow Salesforce users - Install this and your data entry just got easier. Where has this been all my career? Thank you Scratchpad.

If Scratchpad was only a note-taking solution, it probably wouldn’t have worked out. But having the ability to quickly update deals and tailor sales rep workflows to help execute our sales process with Scratchpad Tiles along with everything else - It allowed us to create a new create a new experience for our sales team to help them follow our sales process that worked. Knowing that it's all going to push back and follow all the rules that we’ve established in Salesforce, we felt confident that we're not just introducing a one-off tool that nobody's going to use. We were transitioning people to make this their new home where they’d live 90% of the time.

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.

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!

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.

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.

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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.

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It took less than 5 minutes to get going, and it has saved us 30+ minutes per day since then.

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Get at him, and get it going!

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!

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.

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.

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 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.

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Scratchpad is game changing.

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.

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

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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 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!

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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 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.

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!

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 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.

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.

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.

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.

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

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!

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.

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.

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.

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.

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 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 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.

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

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.

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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.

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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.

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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.

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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!

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 ✌️

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.

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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.

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Trust me, download it. There's no easier way to improve salesforce hygiene, than this tool right here. You can thank me later.

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.

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.

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Scratchpad is transforming our pipeline management. We're seeing the impact it's having on our operational rhythm firsthand. Keeping Tabs on Pipeline: Scratchpad has become our team's trusted companion for pipeline tracking, ensuring everyone stays on top of their deals, from pipeline updates to next steps and general Salesforce hygiene.Zero Boards: We're pumped about the new Zero Boards feature. Having a clean and simple view that highlights priority deals and keeps us focused on what matters most every single day. Efficiency: 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.• Insights That Matter: Scratchpad gives us the clarity we need to identify priority deals and track changes effortlessly. It's like having a roadmap to success.

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.

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!

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Scratchpad has solved my #1 problem as a rep – PIPELINE HYGIENE.

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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.

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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.

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!

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.

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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.

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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.

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

Keeps everything on one page without having to load a new page or hit edit constantly… It gives us a ‘One page view’ for all of the company's opportunies and customers… Must-have for any Salesforce user.

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.

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.

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.

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

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

Scratchpad is magnificent! Its user experience and interface are clean and very straightforward for our people. Especially since they don’t have much salesforce experience this will be a major help in their day to day processes. They will be able to update and work through their opportunities, and various objects utilizing the scratchpad functions like mass update! I have spent time with each of our reps this week and last and they didn’t even realize the functionality which is very exciting!

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.

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.‍

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

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

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.

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 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!

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.

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.

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.

"From a RevOps perspective, Scratchpad drives adoption. It's super easy to create templates for things I want to capture. There are no vendors or platforms similar or do the same things with the ease and speed."

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In terms of the data that's being put in, opportunities are not missing next steps, there are thorough notes and there's a lot more ability for Ops and Leadership to gain insight into the state of the pipeline when [we’re] doing analysis. And it’s thanks to the data that reps are inputting.

Before we implemented Scratchpad, our average sales cycle was 50 days. After using Scratchpad for just 2 months it sales cycle improved to 35 days. We’ve become a quicker, more efficient team.

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.

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.

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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.

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.

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.

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.

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.

Best sales tool I’ve ever used… As a salesperson, I can honestly say I hate change. I fear it. When someone tells me we're rolling out a new tool or new way of doing things, I'm always worried about how it will affect my earning potential. Scratchpad was the opposite experience for me because it’s so easy to adopt… Scratchpad solves the chaos that is Salesforce Views. It helps me find what I need to find easier and faster. Spend less time navigating Salesforce and more time working the pipeline.

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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.

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.

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.

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

A more powerful version of Salesforce views to easily look view and update fields.

Worth every penny and enables sales cultures geared towards excellence.

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.

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 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.

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Personally I use it to update next steps, amounts, and even MEDDIC 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.

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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.

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.

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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.

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That alone is commendable and worth giving them a look.

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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.

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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.

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.

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 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!

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.

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.

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.

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.

If you use Salesforce, download Scratchpad ASAP!! It’s a game changer.

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“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.”

Purchasing Scratchpad will pay itself off within 1 week in sales productivity. I recommend this to any sales organization looking to streamline their operations and maximize rep productivity / organization.