Scratchpad vs LeadSquared

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Our analysts compared Scratchpad vs LeadSquared based on data from our 400+ point analysis of Sales Acceleration Software, user reviews and our own crowdsourced data from our free software selection platform.

Scratchpad Software Tool

Product Basics

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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LeadSquared helps businesses increase closures, nurture prospect relationships and manage pipelines easily by offering marketing automation.

Capabilities include intelligent lead prioritization, process automation for marketing and sales activities, thorough analytics, enhanced engagement, reduced lead leakage and more. It also integrates with multiple business tools and has its own developer platform, where users can build custom business logic.
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$19/User, Monthly, Freemium
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Tailored to your specific needs
$25/User, Monthly
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Tailored to your specific needs
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Product Assistance

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Product Insights

  • 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.
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  • End-to-End Lead Management: Capture leads from online and offline channels, including lead aggregators and third-party websites. Track lead interactions in a singular and clean view, auto-qualify them based on quality score, notify sales reps about important actions to ensure timely prospect outreach, and grant role-based permissions. 
  • Intelligent Lead Distribution: Improve the prospect experience and reduce response time by distributing leads across teams and regions, based on quality, location, deal size, languages, application status, agent performance and more. Set capping logic to ensure agents aren’t assigned more than they can handle without compromising quality. Auto-distribute a churned agent's leads to minimize revenue loss. 
  • Efficient Remote Workforce: Track and manage a remote workforce to enhance productivity. Motivate team members by sharing real-time insights and report cards, and recognizing their achievements. 
  • Increased Revenue: Sales reps can check insights to identify upsell and cross-sell opportunities. 
  • Security: Track activities and trigger-specific actions based on defined logic, and ensure added security with two-factor authentication. 
  • Automated Field Operations: Automate day and route planning for field teams, ensuring maximum productivity. Track member activities using geotracking, assign new meetings and tasks, and prevent fraudulent check-ins and meeting misrepresentations using geofencing. It’s also possible to receive reports, and automate attendance and churn management. 
  • Managed Merchant Lifecycle: Ensure a hassle-free onboarding experience, timely engagement and increased revenue for merchants using paperless verification, self-serve portals, in-depth insights and more. Address inquiries from all possible channels to prevent leads from going unattended, increase merchant self-listing rates and map merchants to the right agents. 
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  • 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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  • Opportunity Management: Ensure zero team conflicts and specialized sales, and avoid lead duplication. Auto-capture opportunities from different inquiry channels, assign those to the right sales reps and prioritize opportunities based on importance. 
  • Sales Management: Automate follow-ups, repetitive tasks, notifications, funnel movement and sales tracking. Get a complete overview of sales through real-time dashboards, manage call center operations, and track field sales operations. It’s also possible to define the roles of team members through day planning, sales regimentation, guided actions and more. 
  • Automation Workflow Designer: Helps automate sales reports as well as tasks such as notifying managers, reassigning missed calls, setting tasks and alerts, and prioritizing and distributing leads. 
  • Sales Tracking: Measure data about quarterly revenue, lead generation and sign-ups through reports and dashboards. Check different sales stages using a pipeline, ensure quality conversations, identify under-performers and best performers, and track field sales agents thoroughly. 
  • Mobile Call Center: Access real-time audits through call records, control quality, monitor performance and share feedback from mobile devices. Also, track text messages and integrate with top IVR apps. 
  • Field Force Reporting: Reports show the total number, quality and type of meetings. Track assigned and completed tasks, distance covered, and incoming revenue. Get a 360-degree view of organization and measure sales productivity. 
  • Journey Builder: Customize prospect journeys and drive individualized experiences for customers, based on model goals and industries. Identify and improve pain points using flexible, no-code workflows. Offers customer demographics, social profiles and behavioral data. 
  • Landing Pages: Design responsive multilingual pages and forms, import landing page HTML, embed forms on a website, and send relevant autoresponders. It’s also possible to customize the CSS, tag leads and landing pages, and get detailed conversion analytics. 
  • Dynamic Content: Improve conversion rates with dynamic images, offers and product menus. Automate email actions using adaptive content, send customized invites, perform mathematical calculations, attach documents and create tailor-made templates.  
  • Market Analytics: Analyze email subject lines, send times and open rate, and identify landing pages with the best and worst conversion rates. Also offers performance reports for each step of drip campaigns and workflow analysis. 
  • Vendor Onboarding: Collect, upload and sync documents digitally, use dynamic forms for different verticals to speed up application, and reduce the chances of manual error. Route new partners to the verification team based on agent availability, vendor and product categories, and other factors. 
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Product Ranking

#48

among all
Sales Acceleration Software

#92

among all
Sales Acceleration Software

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Analyst Rating Summary

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Sales Analytics and Reporting
Opportunity Management
Customer Relationship Management
Integrations
Lead Management
Platform Capabilities
Sales Analytics and Reporting
Security

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Scratchpad
LeadSquared
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Customer Relationship Management Document Management Lead Management Opportunity Management Platform Capabilities Sales Analytics And Reporting Sales Automation Sales Collaboration Sales Compensation Sales Training And Onboarding 91 67 68 93 50 95 45 28 33 78 80 84 100 96 100 100 92 78 90 93 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

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Great User Sentiment 257 reviews
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87%
of users recommend this product

LeadSquared has a 'great' User Satisfaction Rating of 87% when considering 257 user reviews from 3 recognized software review sites.

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4.5 (152)
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4.1 (55)
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4.2 (50)

Awards

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SelectHub research analysts have evaluated LeadSquared and concluded it deserves the award for the Best Overall Sales Acceleration Software available today and earns best-in-class honors for Lead Management, Platform Capabilities, Sales Analytics and Reporting and Integrations.

Analysts' Pick Award
Lead Management Award
Platform Capabilities Award
Sales Analytics and Reporting Award
Integrations Award

Synopsis of User Ratings and Reviews

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.
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User-Friendly: Everyone referencing the interface mentions the product has a simple UI that’s easy to navigate.
Lead Management: According to 82% of reviewers who talk about this feature, it shows a bird’s-eye view of different lifecycle stages, lead status and details.
Support: The service team is proficient, knowledgeable and ready to resolve issues immediately, observe 80% of reviewers mentioning support.
Email Management: The system helps send and track emails as well as run effective campaigns, note almost 90% of reviewers referencing this feature.
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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.
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Glitches: Everyone referencing technical issues notes it suffers from glitches such as inability to send invitations to a conference, unavailability of country codes in phone numbers, difficulty running large campaigns and more.
Slow Server: The loading time is slow for particular pages and data can’t be updated immediately due to slow servers, reports every user referencing this aspect.
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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.

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LeadSquared is a marketing automation solution that helps increase closures, nurture prospect relationships and manage pipelines. It’s pretty user-friendly and the support team is quite helpful. Most reviewers find lead management and email management features to be beneficial, allowing them to get data overview and run effective campaigns. However, it has slow servers and suffers from a few glitches that can impact performance. Overall, it’s an efficient platform within a decent budget that helps improve ROI and customer relationships.

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