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What is Scratchpad?

Industry Specialties: Sales.

Scratchpad is a sophisticated software solution designed to enhance sales productivity by streamlining task management, note-taking, and data entry processes. It is particularly well-suited for sales professionals and teams within industries such as technology, finance, and healthcare, where efficient sales operations are crucial. The software integrates seamlessly with CRM systems, allowing users to update records, manage pipelines, and track activities without switching between multiple platforms.

One of the standout benefits of Scratchpad is its ability to significantly reduce the time spent on administrative tasks, thereby allowing sales teams to focus more on selling. Popular features include a user-friendly interface, real-time collaboration tools, and robust data synchronization capabilities. Users often praise its intuitive design and the ease with which it can be incorporated into daily workflows.

Compared to similar products, Scratchpad is frequently highlighted for its simplicity and effectiveness in boosting sales productivity. Pricing details are not readily available, so it is recommended to contact SelectHub for a tailored quote based on specific needs.

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#48

Scratchpad is ranked #48 in the Sales Acceleration Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

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Scratchpad Pricing

Based on our most recent analysis, Scratchpad pricing starts at $19 (Per User, Monthly, Freemium).

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Starting From
$19
Pricing Model
Per User, Monthly, Freemium
Free Trial
Yes, Request for Free

Training Resources

Scratchpad is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Scratchpad:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Scratchpad Benefits and Insights

Why use Scratchpad?

Key differentiators & advantages of Scratchpad

  • Increased Efficiency: Scratchpad streamlines the process of updating Salesforce, allowing sales reps to spend more time selling and less time on data entry.
  • Enhanced Collaboration: Teams can easily share notes and updates, ensuring everyone is on the same page and reducing miscommunication.
  • Real-Time Data Access: Sales reps can access and update their Salesforce data in real-time, leading to more accurate forecasting and decision-making.
  • Improved Data Accuracy: By reducing manual entry errors, Scratchpad helps maintain cleaner and more reliable data in Salesforce.
  • Customizable Workflows: Users can tailor Scratchpad to fit their specific sales processes, enhancing productivity and user satisfaction.
  • Seamless Integration: Scratchpad integrates smoothly with Salesforce, ensuring that all updates are synchronized without additional steps.
  • Time-Saving Templates: Pre-built templates for common tasks help sales reps quickly complete their updates, saving valuable time.
  • Enhanced Focus: By minimizing the need to switch between multiple tools, Scratchpad helps sales reps stay focused on their core activities.
  • Better Task Management: Scratchpad allows users to organize and prioritize their tasks effectively, ensuring that important activities are not overlooked.
  • Increased Sales Productivity: With more streamlined processes and less administrative burden, sales teams can achieve higher productivity and close more deals.
  • Intuitive User Interface: The user-friendly design of Scratchpad makes it easy for sales reps to adopt and use, reducing the learning curve and increasing adoption rates.
  • Enhanced Mobility: Sales reps can update their Salesforce data from anywhere, whether they are in the office or on the go, ensuring continuous productivity.
  • Actionable Insights: Scratchpad provides valuable insights into sales activities and performance, helping managers make informed decisions and optimize strategies.
  • Reduced Administrative Overhead: By automating routine tasks, Scratchpad frees up time for sales reps to focus on high-value activities, reducing overall administrative workload.
  • Scalable Solution: Scratchpad can grow with your business, accommodating the needs of both small teams and large enterprises without compromising performance.

Industry Expertise

Scratchpad is a sales pipeline management platform that helps sales teams improve their productivity and performance. It is best suited for sales professionals, managers, and leaders who need to manage their pipeline, inspect deals, coach their teams, and forecast sales effectively.

Synopsis of User Ratings and Reviews

Based on an aggregate of Scratchpad reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • Improved Salesforce Usability: Salesforce users find Scratchpad makes Salesforce faster and easier to use for everyday tasks.
  • Better Pipeline Visibility: Sales teams can more easily track and manage their sales pipelines, leading to more informed decision-making.
  • Streamlined Sales Processes: Scratchpad helps eliminate manual data entry and automates key sales tasks, freeing up reps to focus on selling.
  • Enhanced CRM Hygiene: The platform makes it easier for sales reps to keep CRM data accurate and up-to-date, leading to better reporting and forecasting.

Cons

  • Limited Integrations: While Scratchpad excels at integrating with Salesforce, its compatibility with other CRMs or sales tools might be limited, potentially hindering workflows for teams reliant on diverse software.

Researcher's Summary:

Ever feel like managing your sales pipeline is like scribbling on a never-ending notepad? Scratchpad might be the solution you've been searching for. User reviews from the past year paint a largely positive picture of this sales productivity software. Scratchpad consistently earns praise for its user-friendly interface and seamless integration with Salesforce, which are critical for busy sales professionals who need quick access to data and don't have time for clunky systems. Users highlight its ability to streamline pipeline management, making it a breeze to update deals, track progress, and collaborate with team members, all within a familiar spreadsheet-like format. For instance, one user raved about how Scratchpad eliminated the tedious task of manually updating Salesforce, freeing up valuable time for more strategic activities.

While Scratchpad receives overwhelmingly positive feedback, some users point out that the cost might be prohibitive for smaller teams, especially considering the robust functionality of the free plan. However, for larger sales teams and enterprises, the enhanced productivity and time savings offered by Scratchpad make it a worthwhile investment. In a nutshell, Scratchpad is a game-changer for sales teams of all sizes looking to ditch their outdated notepads and embrace a more efficient way to manage their sales pipeline.

Key Features

Notable Scratchpad features include:

  • Unified Workspace: Consolidates all sales tools and data into a single, intuitive interface, reducing the need to switch between multiple applications.
  • Real-Time Data Sync: Automatically synchronizes with Salesforce, ensuring that all updates and changes are reflected instantly across platforms.
  • Customizable Views: Allows users to create personalized views and layouts tailored to their specific workflow and preferences.
  • Inline Editing: Enables direct editing of Salesforce fields within Scratchpad, streamlining the data entry process and minimizing errors.
  • Task Management: Integrates task tracking and management features, helping sales professionals stay organized and prioritize their activities effectively.
  • Pipeline Management: Provides a clear and detailed overview of the sales pipeline, facilitating better forecasting and decision-making.
  • Collaboration Tools: Includes features for team collaboration, such as shared notes and comments, to enhance communication and coordination.
  • Activity Logging: Automatically logs sales activities, such as calls and emails, ensuring accurate tracking and reporting.
  • Custom Fields: Supports the creation of custom fields to capture unique data points relevant to the sales process.
  • Integration with Email and Calendar: Syncs with email and calendar applications, allowing users to manage their communications and schedules seamlessly within Scratchpad.
  • Advanced Search: Offers powerful search capabilities to quickly locate specific records, notes, or tasks.
  • Mobile Accessibility: Provides a mobile-friendly interface, enabling sales professionals to access and update their data on the go.
  • Security and Compliance: Ensures data security and compliance with industry standards, protecting sensitive sales information.
  • Analytics and Reporting: Includes robust analytics and reporting tools to generate insights and track performance metrics.
  • Onboarding and Support: Offers comprehensive onboarding resources and ongoing support to help users maximize the value of the software.
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