Joe A.
Star Rating: 4.5

What do you like best about the product?
As someone who has used a handful of CRMs and loves technology and processes, it had been a while since I had been over 5 years since I'd used Salesforce, and what I came back to was pretty similar to what was offered when I left, which wasn't overly innovative or user-friendly. What I didn't have before was an integration with Scratchpad, and it's really made things so much simpler for me. I rarely spend time in Salesforce anymore, and manage almost all of my Sales-related activities through Scratchpad. The interface is simple and intuitive, and my onboarding and support from Vanessa Faircloth made it very easy to get going.

What do you dislike about the product?
There's really nothing I dislike about Scratchpad. I wasn't looking forward to needing to learn another technology to go with a handful of other tools I didn't use in my other companies, but a 30-min call was basically all I needed to get up and running.

What problems is the product solving and how is that benefiting you?
It's helping me overcome the clunkiness of Salesforce

Jen H.
Star Rating: 5

What do you like best about the product?
With Scratchpad I can quickly go through what opportunities I have open and edit the field that I reference daily (Next Step) as well as any other things that have changed. I make sure at the end of every week that everything is in order and not having to click into every opp and edit there is minutes and tedious effort I'm so happy to be able to skip with Scratchpad. I use Scratchpad notes for every single meeting I hold and recently started using the templates to make it even more organized. I love being able to see them all in one place, click in from my calendar and link them to opportunities. I'm sure it keeps my leadership happy that it's easy for them to reference what's going on in my deals and that they're accurately reflected in salesforce! I've reached out to the team with a coupe of random questions throughout my time using it and they're always SO quick and helpful getting back to me and making any changes. Huge fan.

What do you dislike about the product?
I literally love it all, nothing I dislike about Scratchpad.

What problems is the product solving and how is that benefiting you?
Tedious manual work, saving time so I don't dread and avoid updating my pipe and copying and pasting notes into salesforce (which I never did before, they just stayed on my own computer in the Notes app for only me to see)

Adam S.
Star Rating: 5

What do you like best about the product?
I set Scratchpad as my homepage when I open Chrome so that my pipeline can always be front and center. Being able to update all of my deals in a single place is much more efficient than clicking into each opportunity in Salesforce one by one. Updating my pipe used to be cumbersome and something I would push off, but the ease of Scratchpad motivates me to make updates whenever I open up my browser or get off a call.

What do you dislike about the product?
One difficulty I have is changing stages of my opporuntities within Scratchpad given the required fields Salesforce requires to be filled out. I believe I can still work around this but an easier way to manage this would be great.

What problems is the product solving and how is that benefiting you?
The main pian Scratchpad solves for me is keeping my pipeline clean. Before using Scratchpad, I'd fail to consistently update my opportunities and scramble last minute before my forecast meetings. Given how easy it is to update the key attributes of my opportunities within Scratchpad, I consistently update my pipeline each day without having to spend loads of time digging and scrolling through each Salesforce page to check a box or fill out a field.

Fabian A.
Star Rating: 5

What do you like best about the product?
As an Account Manager, Scratchpad is a game-changer for me. It's incredibly user-friendly, allowing me to breeze through essential tasks and manage workflows with unprecedented ease. The platform's intuitive interface means I can find answers quickly, freeing up my time to concentrate on the strategic and tactical aspects of account renewals and expansions. Even though I've not used other products in a similar category, I can confidently say that Scratchpad's efficiency is so significant to my daily operations that I would invest in it personally if it wasn't already provided by my company.

What do you dislike about the product?
While Scratchpad excels in many areas, I feel that its notes section could be more robust. A dedicated space for unstructured thought capture, separate from the SFDC, would be a valuable addition. As someone who deals with a multitude of client interactions and strategic planning, having a private area to manage my thoughts without them being automatically funnelled into the single source of truth would enhance my workflow and the management of sensitive information.

What problems is the product solving and how is that benefiting you?
Efficiency in Workflow Management: Scratchpad’s user-friendly interface allows me to navigate and complete tasks rapidly. This means I spend less time on administrative work and more on engaging with clients, which is crucial for renewals and expansions. Quick Information Retrieval: The platform enables me to access critical account information swiftly. This rapid access to data is invaluable when I need to make informed decisions quickly or respond to clients' queries without delay. Time Management: By streamlining the workflow and information retrieval, Scratchpad significantly reduces the time I'd otherwise spend on manual data entry and cross-referencing information across platforms. This efficiency gain allows me to allocate more time to strategize on account growth and address any client issues proactively.

Chris F.
Star Rating: 5

What do you like best about the product?
Scratchpad is so freaking simple to use. It saves me time and energy, saves me clicks and the duldrums of having to log into SFDC, wait for it to load, log calls, send emails, take notes, etc. Scratchpad does it all for me now. It kind of seems too good to be true. Everytime I open a new tab, Scratchpad is there waiting for me. I log call notes there and auto add them to that SFDC opportunity. Making a bunch of calls, stop wasting your time in SFDC (and pulling out your hair) Scratchpad can log the calls for you with 10% of the effort.

What do you dislike about the product?
Nothing. I guess it could depend on your instance of SFDC how well it works for you. The team is amazing so they can pretty much do anything inside of SFDC. Wait, can I change my answer? I dislike SalesForce. 100% dislike SalesForce. So Scratchpad prevents me from having to live in SFDC which is amazing.

What problems is the product solving and how is that benefiting you?
All of the CRM stuff that reps dislike: logging calls, taking notes, tracking opps. Benefits = More time selling, less headaches from SFDC.

Carly C.
Star Rating: 5

What do you like best about the product?
I love that you can edit within the screen and customize views. I have a page for all my accounts - which allows me to grab information quickly, but also get to the salesforce page when more granular details are needed. I start my day every morning on Scratchpad to ensure I'm on top of everything going on this quarter. I also like that I can switch between quarters easily to see different reports without the clunkiness of having to build out a custom report each time. Every time I've had a scratchpad question, the team is super quick to respond and assist.

What do you dislike about the product?
I can't think of anything that I particularly dislike about scratchpad. I do wish I could customize it a bit more and do some color coding, but this isn't a deal breaker by any means. I've found that adding highlights can achieve this somewhat.

What problems is the product solving and how is that benefiting you?
Keeping on top of my sales pipeline and renewals so that nothing goes overdue and deadlines are met.

Heidi P.
Star Rating: 5

What do you like best about the product?
The ability to update all of my SFDC opps in the matter of about 90 seconds - this is a HUGE timesaving application that I want to do even more with. I have never seen a product that is this easy to work with and implement into my daily workflow. I have added filters to help give me insightful data without having to use Salesforce a lot - unless I'm creating a new opportunity (which I'm sure has more to do with company provisions). The fact that once you get past the initial learning curve it is BEYOND easy makes it the clear winner for all apps.

What do you dislike about the product?
The inability to be able to override systematic setup - this is obviously not a fault of the Scratchpad product, but rather internal company setup. It does have a little bit of a learning curve initially to figure out all of the little nuances, BUT the Scratchpad team is awesome in setting up time to help you out, complete with screensharing.

What problems is the product solving and how is that benefiting you?
It's giving me back much-needed time in my day. The one thing none of us can get back, is gifted to us in this product. I know if we could make additional edits internally, this would be my go-to place I would work out of. I would recommend any business that is looking to use this product - seriously - go ALL-IN! Your teams will love you for this and you will love that it gives your team more efficiency.

Chad B.
Star Rating: 5

What do you like best about the product?
Scratchpad has helped evolve my Salesforce 'clean up.' The first 8 months on the job, I was frustrated by the amount of time I had to dedicate to keeping my SF clean and up-to-date. When I installed the Chrome Extension, my world changed. It made things simple, quick, efficient and most importantly organized. The best part is getting the 1-on-1 personal training and set up for Scratchpad the way I need to use it. Luis helped me add the necessary fields and showed me how to complete so I would be able to do it myself moving forward. I have a 1-stop shop for all my leads, opportunities, accounts. I don't have like 20-30 open tabs on Chrome for each. I am able to give a quick synopsis to my manager without looking at each opportunity or lead. Everything is right there on one page. If my manager asks me about something, I can click the SF link, or open the tab box. Everything is so easy.

What do you dislike about the product?
It takes a little bit of time to set up Scratchpad the way I wanted and for it to be as useful and efficient for me as possible. HOWEVER! They give you free training and consulting with a Scratchpad pad rep that works with you 1-on-1 and follows up with you weekly until you are set.

What problems is the product solving and how is that benefiting you?
Time Efficiency. I have a 1-stop shop for all my leads, opportunities, accounts. I don't have like 20-30 open tabs on Chrome for each. I am able to give a quick synopsis to my manager without looking at each opportunity or lead. Everything is right there on one page. If my manager asks me about something, I can click the SF link, or open the tab box. Everything is so easy.

Courtney B.
Star Rating: 5

What do you like best about the product?
The most helpful thing I found with Scratchpad is the unique ability to built out custom reporting QUICKLY with little frustration. Having one place to view all the ops I have in play and easily being able to toggle between months / quarter end was effortless and would have been slow and not seemless of an experience with SFDC. The updates are automatic, you can update in bulk (amazing feature esp at the end of the quarter when you push 15,000 close dates out!). More importantly it helped me keep better tabs on my opps and increased my ability to accurately forecast which was a big change in momentum for me. I would recommend it to any and everyone in sales, sales ops, rev leadership. Implementation was awesome, customer support was great (and we weren't even a customer!). They helped me learn about the tool and also build out reports for me. Very very helpful folks. This tool is something I use exclusively unless I am in CPQ. It is the first thing I open in the morning most of the time to pull open my report for all ops with a next step date of today. Integrating this was so much easier then trying to build things out or submit report requests to sales ops. If you're on the fence, just go for it. It's easy, cool looking and I guarantee you if you want one place for notes, forecasting, next steps it will not let you down.

What do you dislike about the product?
I wish you had a program for Scratchpad evangalists to have double the amount of edits to continue to use and grow in the tech. Our company ended up selecting another vendor.

What problems is the product solving and how is that benefiting you?
Scratchpad ultimately helped me view all my ops in play from a different lense and took away my frustration from SFDC reporting, forecasting and keeping next steps updated. Which they almost always were behind. It not only benefited me but also my prospects, my boss and my commission check.

Brendan S.
Star Rating: 4.5

What do you like best about the product?
We've been using Scratchpad for the past 2 months to help us manage our pipelines. We are able to overcome salesforce limitations to update in realtime and properly forecast our deals for the coming month, quarter etc. What was taking my team up to 8 hours a day can now be done in 20-30 minutes. Implementation was easy as we were up and running in a few minutes and ready to go. Our Scratchpad team has been extremely helpful working with us on our specific needs to try to identify other time savers.

What do you dislike about the product?
As of yet, no complaints. We have a unique scenario where we don't own opportunities by name so that limits our ability to use the forecasting functionality. This is more an issue that we've created than Scratchpad.

What problems is the product solving and how is that benefiting you?
We are immediately able to update our pipeline saving hours from our week.

Paul K.
Star Rating: 5

What do you like best about the product?
Scratchpad makes my life as an Account Manager easy. I have a comprehensive list of my accounts, opportunities, and tasks all on the homepag of my browser. I'm able to quickly and efficiently in-line edit my notes, create tasks, and update opportunity fields without ever having to leave Scratchpad. I can also jot down notes during my calls and automatically link them to the salesforce record of the opportunity I'm working on. With forecasting being so important in a tough economic market, my leadership can count on me to take detailed notes and update the necessary fields to make sure that more of my deals progress towards closing and closing quickly.

What do you dislike about the product?
I honestly can't think of one bad thing to say about Scratchpad. Any time I come up with an idea for a product feature enhancement, they take my feedback seriously and even sometimes reach out to let me try a beta version of something they're working on.

What problems is the product solving and how is that benefiting you?
Scratchpad is solving the age old SAAS sales problem of keeping my pipeline clean and updated at all times. It's quick and efficient and I can't get enough of it.

Chris A.
Star Rating: 5

What do you like best about the product?
Being an AE, I have a lot of notes that I take in demos and internal meetings. Scratchpad gives me the ability to organize my thoughts and keep a record of how everything has been going. When I first signed up for scratchpad I heard it was awesome but then someone reached out to me and gave me a quick rundown on how to use it and it blew my mind on how many things I can use. I use it quite frequently and everyday. It also syncs to Salesforce and what I love about that is that it's easy to see where my note is on the contact or account. A lot of other softwares don't put it in an easy spot for quick viewing.

What do you dislike about the product?
It would be helpful if I could do inline editing within the Kanban view when looking at opportunities.

What problems is the product solving and how is that benefiting you?
Note taking and pipeline management

⛳️ Nick A.
Star Rating: 5

What do you like best about the product?
The time it saves me each week with making live updates on my salesforce opportunities and pipeline overall, and how eeasy it is to instantly start using this tool right out of the gate!

What do you dislike about the product?
Sometimes I move to quickly in making updates or go back to change a recent update only to find the system lagging or an error message is thrown back at me. It's very rare and only happens if you try moving too quickly between changes and the fields you want updated.

What problems is the product solving and how is that benefiting you?
Having to go into Salesforce and click through the myriad of tabs and sub tabs within mulitple windows just to have everything easily in front of you and a click away, sounds normal, but it's incredibly inefficient and down right confusing overtime if you're managing large pipelines in real time. ScratchPad has eliminated the need for various windows and tabs to be open throughout the day in my web browser and saves me soooo much time by not having to toggle between all the various reporting, custom views, and SF tabs to get to the opps I need to see and update ASAP. ScratchPad shows me everything I need in one view / list and does not require me to ever leave that one view / list in my web browser to make the changes I need to make to opportunity fields, such as: opp status, opp stage, opp dollar amount, opp activity notes, projected outcomes, etc. Easily make these changes from one place across mulitple opps at the same time, and in a blink of an eye fast!

Cole S.
Star Rating: 5

What do you like best about the product?
Our revenue team requires us to update and maintain a lot of fields in SFDC for every opportunity we create. With 20+ fields on each opportunity record across dozens of accounts, that are changing weekly, it's very time consuming to go to each opportunity to SFDC to make these edits. Scratchpad allows me to view my entire pipeline and cooresponding fields into one clean view where I can make edits without any additional clicks or loads. For me, I'm making thousands of updates a month and Scratchpad has helped me feel less frustrated with this data entry and saves me hours each month.

What do you dislike about the product?
I'd like to see more field mapping. Specifically for me, we have data entry to feilds that are attachments to opportunities, I'd like to see a way to bring them into the editing structure. There might be a way to do this already I just haven't spent a ton of time investigating this.

What problems is the product solving and how is that benefiting you?
Time savings, compliant with rev org rules around data entry, peace of mind, more consistent pipeline updates

Drew S.
Star Rating: 5

What do you like best about the product?
I used to handwrite my notes in a notebook, and then 1 hour before my scheduled forecast call I would race to update everything in Saleforce. By the time I load all the opportunities in separate tabs, I go get a coffee, and then come back and hope the tabs are loaded. Needless to say I was rushed, felt unprepared, and didn't seem to forecast very well. Could I start earlier? Sure. But, I work well with deadlines and have a very busy calendar, so there really is a small window to be completely up to date for a weekly "check point." Now, I use the scratchpad home page to update all of my opportunities daily. It even has fields that can be edited en masse, as opposed to the same fields in a report in SFDC showing as locked. Love it. My org uses the lite version, and I've thought about buying the upgraded version myself, but currently I just keep my edits to the key fields that need updated routinely. At any rate, I think my team is upgrading next quarter. Love the ease of use, and a single place to manage my deals and notes in SFDC.

What do you dislike about the product?
I am looking for more customizations, color coding, and basically a way to replicate a google sheet I keep as a deal tracker. I don't now if I can do it with the version I'm on or if I'll need to get an upgraded license. I would be keen to see trends, reports, and maybe highlight interesting stats based on my dealflow.

What problems is the product solving and how is that benefiting you?
Scratchpad is a simple place to organize, track, and update my opportunities in SFDC. Every rep gets judged on what people can see in a company wide system in addition to other factors. But I feel confident I am representing my work well to our entire company when I use Scratchpad to update and track progress on my sales efforts.

Moshe B.
Star Rating: 5

What do you like best about the product?
I'm not sure why Salesforce has such a clunky UI. I found myself so frustrated with clicking in and out of fields that need to be updated. I never understood why I couldn't generate a report and then update the fields in the report. Salesforce is a great tool, but frustrating to use without something like Scratchpad. I manage a lot of accounts, and my book of business is constantly expanding. Being able to use Scratchpad to keep things up to date has been incredible. I don't have to worry about clicking through a clunky UI or generating reports and jumping in and out of account pages. Scratchpad allows me to do everything quickly in view.

What do you dislike about the product?
No downsides! Talk to your revops team and get this tool.

What problems is the product solving and how is that benefiting you?
Scratchpad is making it easier for us to have up-to-date data on a higher volume of accounts. Writing up reports in Salesforce can be extremely arduous and tedious because of the UI. Scratchpad is helping us keep things clean and freeing up a lot of man-hours.

Patrik M.
Star Rating: 5

What do you like best about the product?
In my position, I own the opportunities I work on with my team. Scratchpad's biggest benefit for me is when reviewing opportunities with an extended team. Scratchpad allows us to easily view the overall overview and at the same time make changes to individual opportunities in this overview. Such an option shortens necessary internal meetings by dozens of minutes per week. Advanced filtering, highlighting and grouping capabilities are essential for building relevant views of the pipeline based on who I'm meeting with. And last but not least, it doesn't take more than 10 min of learning to fully use Scratchpad, so we were able to start using it from the first meeting after implementation. Not to forget, I appreciate the very fast and helpful support with personal touch.

What do you dislike about the product?
I have no major complaints, but I would appreciate optimization for working on a mobile device. It would also help to be able to load all opportunities with grouping on instead of loading opportunities five at a time.

What problems is the product solving and how is that benefiting you?
Scratchpad makes working with Salesforce opportunities effective, fast and actually possible.

Fran R.
Star Rating: 5

What do you like best about the product?
I love how Scratchpad shows me all of my opportunities in a very friendly and comprehensive UI. Every day I am able to quickly update my pipeline and see what tasks need to be follow up on. Having the tasks section is super helpful for me to stay on top of follow ups, outreach and even handling internal tasks. With Scratchpad integrating with my google calendar, I have the visibility to create my schedule for the day while ensuring all my tasks are completed. The scratchpad shortcut is also a life changer, as it saves me so much time when I'm using LinkedIn to research and update metrics on the accounts which exist in SF. The customer support has also been impeccable and they answer all of my questions with ease while showing me how to enhance more features.

What do you dislike about the product?
I really don't have any strong dislikes about Scratchpad. The tool is very easy to integrate into my daily tasks and also gives me the ability to have enhanced visibility on what is most relevant for me in SF. One thing that would be nice to have is being able to view the activity for a company with more detail. I am able to see what numbers or emails were previously sent, but it would be nice to see the names of the contacts associated with an account.

What problems is the product solving and how is that benefiting you?
Saves me so much time when reviewing my pipeline. It gives me time back to do more outreach and go through a proposal in more depth or do research for an upcoming call. The tasks feature keeps me super organized with follow-ups. Companies that I want to prioritize are no longer falling through the cracks. The shortcut saves me so much energy compared to when I have to update a company details section on SF. This keeps me more focused for longer and eliminates distractions.

Kristin C.
Star Rating: 5

What do you like best about the product?
I love that it makes a valuable resource like salesforce actually useable. I know that sounds silly but salesforce provides such valuable data and insights to our team but as an account executive, it is a huge pain to actually use (especially when you're busy). Scratchpad allows us to give our teams the insight they love from salesforce without the pain and suffering that goes into actually using it! Plus Brittney on the Scratchpad team is our FAVORITE! Quick and super helpful responses - plus she is fun! Once we were onboarded, we were off to the races. It was relatively quick and I love the shortcuts!

What do you dislike about the product?
I wish there was more power to adjust fields manually without having to do it in salesforce first, but i realize that is the nature of the beast!

What problems is the product solving and how is that benefiting you?
Honestly its just solving the problem of salesforce. No one on our team felt like Salesforce was user friendly but saw the benefits that using it gave us (put AE's in a bit of a tough spot). this allows us to have the best of both worlds!

Elke R.
Star Rating: 5

What do you like best about the product?
Scratchpad allows me to quickly update my pipeline, track and view activity. I love how easy it is to manage everything in one spot vs. waiting for SF to load each opportunity. Scratchpad allows me to stay on top of all deals with a single view of opportunities so I can efficiently stay on top of any next steps. It's easy to change dates, hop into the SF record and manage my pipeline. I use Scratchpad every day. The notes feature is great and easily accessible - notes can be linked to the record if you so choose. I love that I can create templates for notes too. The CS team at Scratchpad is excellent and responsive too!

What do you dislike about the product?
There is nothing I can think of that I don't like about Scratchpad,

What problems is the product solving and how is that benefiting you?
Scratchpad saves me so much time and effort by allowing me to see and take notes, and view my pipeline all in one easy-to-manage and editable report. The time savings aspect and pipeline management is my main usecase.

Scott W.
Star Rating: 5

What do you like best about the product?
One of my colleauges introduced me to Scratchpad about a year ago and I was reluctant to use is as our company is very stringent when it comes to SalesForce, how data is entered and how leads are followed up with. After months of frustration using legacy SF I was looking for an alternative and Scratchpad saved my bacon! It is so easy to use and customize that I'm hooked and pay for the monthly subscription out of my own pocket. It literally saves me at least 1-2+ hours per day and my followup is more accurate and timely as I HATE creating tasks in SF. As a senior sales person with 25+ years of technology sales experience I plan to use Scratchpad for the remainder of my career.

What do you dislike about the product?
I would like to have the ability to move or shrink the far left column on the main dashboard for my pipeline. I consider myself a novice user so don't really have a lot of other constructive feedback.

What problems is the product solving and how is that benefiting you?
It allows me to create a customized view and use of SalesForce specifically for my role which is saving me 1-2 hours daily for certain tasks which gives me more time to focus on my actual job.

Clayton B.
Star Rating: 5

What do you like best about the product?
Scratchpad dramatically accelerates the time it takes for me to do anything Salesforce, pipeline, or account management related. I helped champion bringing it in to my last organization and have been a huge fan ever since, so I was excited when I learned that my current company had already adopted it. Even lifelong Salesforce users have joined the fanclub, being surprised at just how much they find themselves loving Scratchpad. I'm in it daily to manage my pipeline, next steps, and getting a birds-eye view of active opportunities without the mess of working through Salesforce. That being said, I also leverage it heavily for note-taking (and creating visibility), building a plan of attack with my SDR, and more. I'm actually a huge fan of building out account lists, tiering, and other more powerful things that would either be slow in Salesforce or just way too difficult. Simply put, Scratchpad is a great example of how a tool is only as powerful as the adoption -- Scratchpad nails the adoption part. They also walk you through onboarding when you first get started and the support is great at customizing your needs and experience.

What do you dislike about the product?
Scratchpad does uplevel the org a lot, but I wish they'd invest a bit more in two areas. 1. Notes are not as robust as other tools. I'd imagine this is somewhat determined by underlying SFDC capabilities but formatting would be helpful, even if it doesn't passthrough in Salesforce itself. 2. I think there is more to be done with Automations and surfacing more examples of exactly how these could be used both by leadership and individual users.

What problems is the product solving and how is that benefiting you?
Scratchpad uplevels the speed and efficiency at which I can manage my pipeline, while not sucking up hours of my day (unlike SFDC itself). Specifically, updates are much faster, bi-directional, and allows me to even build reports in a much cleaner way that can be shared. I've also built a lot of discovery templates for team-sharing with the team.

Michael R.
Star Rating: 5

What do you like best about the product?
The ability to create personalilzed views that work for me. Too often, companies set up the workflow for you, but it doesn't allow personal flexibility. Scratchpad allows me to set up my workflow just the way I want to. As a CSM, I love how streamlined it is to add new contacts, take notes and document next steps with my customers in one easy to use screen. I can bring in just the fields that I need without having to see all of the clutter that goes along with Salesforce. In addition, the customer support provided by Scratchpad has been nothing short of amazing. From the early stages, Alex worked with everyone on my team to ensure we were set up properly and taking advantage of all of the features. Scratchpad is super easy to use and and will save you a ton of time on documentation tasks.

What do you dislike about the product?
I would like the ability to add attachments to my notes.

What problems is the product solving and how is that benefiting you?
Workflow Documentation Organization Task Completion

Ryan K.
Star Rating: 4

What do you like best about the product?
I love that our reps love using Scratchpad. The user experience is phenomenal and keeps our reps conditioned to make updates to their salesforce records. Also their support is top notch! They are quick to respond and pateint to enable new features.

What do you dislike about the product?
There are still some features that are missing from the product that may seem minute but would most certainly make the tool more sticky. One example is the absence of predefined values when creating new records from a specific object.

What problems is the product solving and how is that benefiting you?
In my eyes, Scratchpad is solving the pain of keeping Salesforce up to date for our reps. It is the type of tool that equips reps with the ability to quickly keep SFDC clean. If any rep comes forth and complains about their inability to keep their pipeline up to date, they no longer have an excuse. Scratchpad is the solution to that complaint. Which in turn makes my job so much easier!

Mark V.
Star Rating: 5

What do you like best about the product?
I am in it daily to do my updates and review my existig pipeline. The fact that it is seamless no matter what website or application I'm in makes it crucial to my daily workflow.

What do you dislike about the product?
I don't know if there is something specific I dislike other than creation of reports is somewhat confusing.

What problems is the product solving and how is that benefiting you?
The biggest problems being solved as an AE is time savings right now. I am in there daily updating and doing pipeline review either with my BDR, manager or on my own. Also, the note taking ability is keeping me organized and allows me to go back and find important topics quickly. Even better yet it is already updated in SF for me. My Solutions Engineers love this as we prep for important demos.....they know I have content there already they don't have to ask me for ahead of our prep calls.

Verified User in Financial Services
Star Rating: 5

What do you like best about the product?
Super intuitive and easy to use. Makes the hardest part of my day (sifting through salesforce reports to update pipeline and opportunities) a breeze. The ability to quickly edit necessary fields, keep everything up to date, and know it's being mapped back into SFDC is a game changer.

What do you dislike about the product?
Overall been a positive early experience using the tool. I think having increased capabilities for collaboration would be awesome. As an IC it would be great to have ways to better collaborate with my manager directly within Scratchpad. That being said, it has leveled up our 1:1s and strategizing as is.

What problems is the product solving and how is that benefiting you?
Scratchpad is solving the age-old problem of keeping salesforce up to date. Salesforce, however, is notoriously not user-friendly especially when it comes to managing pipeline / keeping opportunities up to date. It's helping me get better visibility into my pipeline, reduce the time spent on manual tasks, and it's helping me and my manager gameplan and strategize more effectively.

Verified User in Information Technology and Services
Star Rating: 5

What do you like best about the product?
Salesforce is widely recognized as the CRM industry standard and for good reason, though it's not without its faults (e.g. UI & flexibility). Scratchpad fills all of the inherent gaps in Salesforfe, making it an even invaluable tool. Furthermore, the customer service is unmatched. Their knowledgable team of trainers are some of the most helpful people I've worked with and they're willing to help on an individual basis at any time. You can tell they're genuinely passionate about what they do.

What do you dislike about the product?
The Filtering, Highlighting & Grouping capabilities for Tasks is one of my favorite tools, but I'd love to be able to sort the tasks based on different column values similiar to Sheets or Excel.

What problems is the product solving and how is that benefiting you?
Helps me to better organize all of my Tasks and Opportunities rather than the standard Salesforce UI which can seem daunting and isn't very flexible. The ability to gain customer insights and take call notes with the single click of a button on a Contact is also a huge highlight.

Martin C.
Star Rating: 4.5

What do you like best about the product?
Scratchpad is an incredible asset for sales professionals because it simplifies the entire arduous process of updating your CRM and makes it user-friendly. It's a tool that I genuinely enjoy using, not only because of its clean and user-friendly interface, but also because it streamlines the process of obtaining the necessary information to succeed in my role. Also, their support is second to NONE. Scratchpad's employees truly love helping their clients get the most out of the tool. Amazing support.

What do you dislike about the product?
What I struggle most about fully adopting Scratchpad in my mind is its apparent redundancy as well as lack of clarity on the unique value proposition other than "a better a salesforce." This is probably a "me" problem but I feel like its the greatest area of opportunity for myself.

What problems is the product solving and how is that benefiting you?
Salespeople tend to hate updating their CRM. Scratchpad fixes this by removing a lot of the friction that is typically found in doing menial tasks like updating opportunities, making notes and managing information.

Verified User in Biotechnology
Star Rating: 5

What do you like best about the product?
If is fast, easy, and the Scratchpad team and our CRM manager has added the fields my team and I need for the highly specialized services we sell. We can update, track, and report to management from a single place. Furthermore, we've created specific views for each person who needs access to deal progress and pipeline, without the need to contact the individual reps. Extremely versatile and useful. I no longer need to track deals using spreadsheets linked to the CRM. And this is super important! Scratchpad has the best customer service team I've ever had the pleasure of working with in any context! Responsive, helpful, knowledgeable, cheerful. Keep up the good work! Thank you!

What do you dislike about the product?
I can't think of anything I don't like about Scratchpad. Now that we have management using the views, life is much better!

What problems is the product solving and how is that benefiting you?
Scratchpad has made updating and tracking deals, tasks, etc. super easy. Furthermore, we presented Scratchpad to our management team (all the way up to C Suite) and created specific views for each person so they can see details of every deal in a format that they like. Has freed up a lot of time, and reduced the number of meetings/calls I get for updates.

Ignacio M.
Star Rating: 5

What do you like best about the product?
Scratchpad has helped our organization by greatly reducing the time it takes for reps to update their Opps in Salesforce, and therefore also helping maintain our pipeline information as updated as ever. The views that Scratchpad offers make it a very valuable tool both for reps to complete their pipeline information, and for managers to be able to do pipeline reviews.

What do you dislike about the product?
There are a couple of features that are still being developed, but the team always hears our suggestions and tries to include them in their product roadmap.

What problems is the product solving and how is that benefiting you?
The main problem that Scratchpad is solving is the time it used to take for reps to complete and update their pipeline in Salesforce. Also, from a management perspective, it's much easier to do a pipeline reviews with the reps having everything centered in one view.

Jason B.
Star Rating: 5

What do you like best about the product?
The user experience and interface are beautiful and welcoming...not the standard sterile environments of so many other CRMs out there. The ability to customize my in-call notes and record keeping on the fly and added capability allowing to attache to opps and accounts and immediately provide the added visibility into the opportunity progress (including MEDDPICC) for leadership, is immenselyt helpful. The less I have to go into Salesforce throughout the day, the better.

What do you dislike about the product?
Not a whole lot I dislike, currently. Really enjoying how it makes the "admin" side of my role, better and less duplication.

What problems is the product solving and how is that benefiting you?
Eliminates repeated and duplicative processes and less enjoyable work within other CRM related apps.

Karl D.
Star Rating: 5

What do you like best about the product?
It makes SFDC easy to use. We all know that SFDC is a 'previous generation' solution. The interface, even the latest one, is bad. What requires 3 clicks in next gen solutions still requires 10 in SFDC. That breaks the sales team's apetite and discipline to update the data and as a result disables leaders to do their job. And that's a problem.

What do you dislike about the product?
Yet another tool of course. So the next step should be the possibility to consolidate other tools. I believe with the forecast features well on track to be more than an alternative to Clari which is overly expensive.

What problems is the product solving and how is that benefiting you?
SFDC input, reporting, ...

Verified User in Computer Software
Star Rating: 5

What do you like best about the product?
I love how Scratchpad makes it easier to leave notes, manage tasks (HUGE) and visualize deals in a more flexible and easy way. Their support is very fast to reply, and the team is very responsive if I have any issues. Still digging in and learning more all the time!

What do you dislike about the product?
I wish there was a solid integration with Front (our email app we use) but it's easy to reference a record in browser, so it's not such a big deal. If there was a way to make calls through it with a Zoom integration (and track them through SF) it would also be excellent.

What problems is the product solving and how is that benefiting you?
It's not easy or fast to add information to Salesforce, so Scratchpad makes it quick to move through tasks, update SF records, and other manual processes. It's helpful to do a quick reference as well

Hiroshi O.
Star Rating: 5

What do you like best about the product?
Scratchpad is really intuitive. If I want to update something, I just need to click in that field thne update. If I want to create something, just push Ctrl+J. Response time is crucial. Scratchpad is really fast. Probably it is difficult to feel the benefit of Scratchpad if you don't try. But if you try it, you will be a fan of Scratchpad.

What do you dislike about the product?
Probably Scratchpad is updated very often. Sometimes, I will face the degration. At that time, if I report the issue, the fix is really fast. So it is still acceptable.

What problems is the product solving and how is that benefiting you?
The biggest issue of SFDC for my company is not to support in-line edit function. SFDC is too slow to update each opportunity. This is really stressful. Scratchpad solve this issue.

James S.
Star Rating: 5

What do you like best about the product?
Must have for Salesforce users, Scratchpad is fantastic for organizing information across multiple opportunities + accounts into a very readible way. For anyone on the fence the timesave is incredible, and only increases the more accounts you're currently working / prospecting in your territory.

What do you dislike about the product?
Takes a bit of upfront time to make sure you have the right filters to pull the information from Salesforce you need into different views, but that's not unique to Scratchpad, everything else is great.

What problems is the product solving and how is that benefiting you?
Keeping information organized in a neat and concise way. Helps me stay on track and organized with my revenue pipeline.

Ang M.
Star Rating: 5

What do you like best about the product?
Usually there are tools that I love as a VP of Sales that I need to push my team to utilize. Not Scratchpad. My team loves how easy it is use and how great the interface is. It has really helped us with pipeline management and forecasting. The team has been a pleasure to deal with as well.

What do you dislike about the product?
I don't have too many cons about scratchpad. I wish we implemented a bit earlier.

What problems is the product solving and how is that benefiting you?
We had a problem with updating salesforce now I can use scratchpad to get the most accurate read on my team's pipeline.

Maria R.
Star Rating: 5

What do you like best about the product?
I've been using Scratchpad for a few months now, and it has saved me so much time. Scratchpad's interface is beautifully simple and user-friendly, it didn't require much training. I use it every single day and it makes the process of capturing data so easy and efficient, all in one screen. As I work in sales, it makes it easy to manage my pipeline, update my statuses, notes etc. all with a seamless integration to salesforce.

What do you dislike about the product?
So far there's nothing I don't like. Having been a heavy salesforce user, scratchpad is such a time saver I wouldn't want to go back,

What problems is the product solving and how is that benefiting you?
Pipeline Management, reporting, keeping my salesforce records up to date just by pressing Command+J. Saves me so many clicks.

Andy C.
Star Rating: 4.5

What do you like best about the product?
I like how easy it is to fill everything out for an opportunity. I like being able to customize different views for account management vs prospecting, and I really enjoy using the highlights features to get a better idea of where I should be focusing my time. Their support team is also incredibly helpful and hands-on! I use this tool every single day.

What do you dislike about the product?
The one thing that's a bummer is that it doesn't integrate well with our quote-building process, so I have to go into SFDC to build a quote before coming back to fill out the other steps.

What problems is the product solving and how is that benefiting you?
The main benefit is the time-savings I get from the seamless workflows that would take forever in SFDC.

Jordan L.
Star Rating: 5

What do you like best about the product?
The ease of use and how quickly I can manage all my ops and pipeline. It's makes you at least 4X faster I'd say. Integrating took 2 seconds almost . I use it everyday day even on Sunday's. The custom support is crazy. Features are nuts - command J.... is next lvl... Pricing is totally reasonable.

What do you dislike about the product?
I cannot think of a single thing that I could Possibly say that I don't like.

What problems is the product solving and how is that benefiting you?
Logging into salesforce 50 Times a day... As well as jusr the cleanest view on my pipe and forecasting.

Jake L.
Star Rating: 4.5

What do you like best about the product?
The ability to update multiple opportunities from one pane of glass shortened the time it took me to update and re-validate my active opportunities each week in preparation to submit my forecast. In 15 minutes, I was up and running, and when I needed a bit of a refresher, the Scratchpad CSM was very accessible and helpful to me.

What do you dislike about the product?
Just as I believed we were carrying forward Scratchpad as a long-term solution, our company shifted gears. I, like most salespeople, am a bedgrudginy adopter of new technology, though it was easy to realize the value of the solution and what it could mean to our organization.

What problems is the product solving and how is that benefiting you?
It normally takes me 60-80 minutes each week to update the active deals in my sales funnel. The time I spent updating active deals in Scratchpad was 20-30 minutes. This was nearly an extra hour a week that I was able to spend with my family (we forecast on Saturday mornings). The other part I really liked about Scratchpad was that I received fewer questions from my manager over the weekend or first thing Monday morning because all of the details were uploaded from Scratchpad to our CRM successfully.

Verified User in Construction
Star Rating: 3.5

What do you like best about the product?
What I like best about Scratchpad is its intuitive user interface, making note-taking effortless. It's a versatile tool with efficient note-taking features and seamless integration with other apps, enhancing productivity and organization.

What do you dislike about the product?
I appreciate the opportunity to provide constructive feedback regarding Scratchpad. While it is a valuable tool, there are a few aspects that I believe could be enhanced: Limited Offline Access: One of the drawbacks I've encountered is the limited offline functionality of Scratchpad. It would be beneficial if the application could provide more robust offline access, allowing users to work seamlessly in situations with unreliable or no internet connectivity. Mobile App Optimization: While Scratchpad offers a mobile application, it could benefit from further optimization. Improving the mobile app's performance and feature parity with the desktop version would enhance the overall user experience for those who primarily use mobile devices. Advanced Collaboration Features: Scratchpad is a valuable tool for individual productivity, but it could further improve its collaborative capabilities. Incorporating advanced collaboration features like real-time co-editing and comments could make it even more appealing to teams. Customization Options: Providing users with more customization options for the interface and note organization would be appreciated. This would allow users to tailor the application to their specific workflow and preferences. I believe addressing these areas for improvement could make Scratchpad an even more exceptional tool for users like myself. Thank you for considering this feedback as you continue to enhance the platform.

What problems is the product solving and how is that benefiting you?
Efficient Note-taking: The note-taking capabilities of Scratchpad are exemplary. I find it incredibly convenient to jot down ideas, capture thoughts, and make important annotations within seconds. The rich text formatting options, including bullet points and headers, allow for clear and organized note-taking.

Verified User in Computer Software
Star Rating: 4.5

What do you like best about the product?
CMD+J - its amazing! Salesforce can be unweildy and difficult to build into your routine when you are pulled in many different directions. Salesforce hygiene is always on my "things I need to impove on" list. However, Scratchpad really makes this so much easier. I have ready access to take notes, create Timeline Events, access critical account data, etc. Scratchpad has completely changed my relationship to Salesforce! I also appreciate the Wish button which allows me to request features. Though I have not seen any be built, I do get quick responses from their team that feel human (rather than canned responses - though you never know in today's world of AI)

What do you dislike about the product?
Nothing so far! I use it daily for note taking, referencing critical account data, and ensuring that others who need informaiton about my accounts have that information!

What problems is the product solving and how is that benefiting you?
Salesforce Hygiene, tracking notes and moments on an account for other teams to have ready access to!

Verified User in Computer Software
Star Rating: 5

What do you like best about the product?
Seamless Integration with CRM: What I appreciate most about Scratchpad is its seamless integration with our CRM system. It's like an extension of our CRM, making it incredibly easy to update and manage our leads and opportunities. This integration saves me a ton of time, ensuring that our CRM data is always up-to-date. Intuitive Interface and Quick Note-Taking: Scratchpad's user-friendly interface is a standout feature for me. I can quickly jot down notes, update lead statuses, and set reminders without any hassle. It streamlines my workflow, allowing me to focus more on selling and less on administrative tasks.

What do you dislike about the product?
While Scratchpad is excellent for individual use, it falls short in terms of collaboration features. I wish it offered more robust tools for team collaboration, such as real-time collaborative editing. Occasionally, I've experienced sync issues between Scratchpad and our CRM. It's not a frequent problem, but when it happens, it can affect the accuracy of our data. I'd appreciate more robust syncing capabilities to ensure data consistency. While both of these aspects are not essential requirements for the tool, they would be valuable additions that could further enhance the overall value that Scratchpad already offers.

What problems is the product solving and how is that benefiting you?
Scratchpad is solving a couple of significant challenges for me. Firstly, it greatly improves lead organization by offering a clear and visual representation of our pipeline. This feature allows me to track and prioritize leads with great effectiveness. Moreover, Scratchpad has streamlined the often tedious task of manual data entry into our CRM system. By automating this process, it frees up valuable time that I can now dedicate to engaging with leads and customers. This boost in productivity and sales efficiency has truly been a game-changer for me.

Ross M.
Star Rating: 5

What do you like best about the product?
In the past, I would argue with our salesforce admin and revops team about the "design" of things like object records and usability in Salesforce. Scratchpad solves this by allowing you to set-up your own dashboard that's much easier and faster to update.

What do you dislike about the product?
I have almost zero complaints about Scratchpad except the Outreach integration. I wish there was the "Outreach Everywhere" dialer built into Scratchpad so you could call a prospect or customer with one click from Outreach.

What problems is the product solving and how is that benefiting you?
It's ALL about keeping my salesforce updated and having meaningful views that allow me to go through my Salesforce tasks in the smartest and most efficient way possible. Scratchpad does both for me!

Zach P.
Star Rating: 5

What do you like best about the product?
I love being able to update my pipe with being able to just look at the fields that I need. I don't have to scroll up and down SFDC. Its all just right there. Finding accounts, leads, and opportunites are so easy. It takes seconds narrowing down a field that you are looking for rather than having to go into saleforce and build a report that can be complicted.

What do you dislike about the product?
I wish I could get a little more specific with grouping. I wish I could do it by teams rather than just individuals.

What problems is the product solving and how is that benefiting you?
Saves a ton of time. Easy to find and update what I need to in Salesforce.

Chris E.
Star Rating: 5

What do you like best about the product?
Custom views, filters, highlights allow me to focus on the priority updates that leadership is looking for, first. We created a quote integration to save a few clicks to quickly access full details of the BOM, Game changer! We rolled the tool out quick, minimal effort. Engagement with the support team was lightning fast.

What do you dislike about the product?
Nothing. Minor nit about the quick links moving to the left panel vs the top.

What problems is the product solving and how is that benefiting you?
Scratchpad allows me to focus on customer engagement, getting away from SFDC management

Veronica Z.
Star Rating: 5

What do you like best about the product?
The ability to save templates to reuse on my calls saves me so much time! I can't forget the incredible integration with G-cal, which lets me create a new note directly from my schedule! It also keeps me from doing double work by automatically updating my notes in Salesforce. Scratchpad has been essential in speeding up my workflow.

What do you dislike about the product?
I wish I could have "mini" templates that I could add to any existing notes as I continue to follow up with my accounts.

What problems is the product solving and how is that benefiting you?
Scratchpad is helping me be a more efficient onboarding manager. Keeping records of my notes has never been easier!

Adam S.
Star Rating: 5

What do you like best about the product?
I have found Scratchpad makes it easy to review deals holistically, rather than just one at a time. It's very fast to update notes without the clunky navigation in Salesforce. Overall it saves me time and makes me feel less anxious about updating the pipeline.

What do you dislike about the product?
Not much I dislike, honestly. The task management feature is very basic but so is Salesforce so not much to complain about there. Honestly, it's a well thought out and simple interface. No complaints.

What problems is the product solving and how is that benefiting you?
It saves me time going in and out of my opportunities to update my notes and advance deals in my pipeline.

Verified User in Computer Networking
Star Rating: 5

What do you like best about the product?
Scratchpad gives me a super easy-to-use interface with my sales data which I can customise and filter how I like. Its so much quicker to make edits to my sales forecast when using scratchpad that I barely ever need to open Salesforce. It also gives a much more intuitive view of my pipeline which I can build in minutes.

What do you dislike about the product?
Not every function is built into scratchpad yet so its not a complete replacement for salesforce. That being said, it certainly delivers on most of my Day2Day activities.

What problems is the product solving and how is that benefiting you?
Salesforce takes so much time to navigate and make edits to my forecast that is barely usable. Scratchpad makes this much faster and therefore my pipeline hygiene is much better. Creating my own views in my other forecast tools which filter to a specific set of opportunities, is either very difficult or not possible. Scratchpad, I can use filters and select columns to build the view I want, then I simply edit the data there and then.

Kai B.
Star Rating: 4.5

What do you like best about the product?
For me, the thing I like the most about scratchpad is how easily I can add events for meetings that I ran. I like how it syncs up with my Google calendar and I can create an event from a contact right from the invite. In addition to creating events, updating opportunities is the biggest advantage. Utilizing the command feature makes updating opps 3x faster.

What do you dislike about the product?
Sometimes there are certain fields and/or intricacies that I can't utilize it for. For example, I can't use it for generating a quote or anything to do with our CPQ system.

What problems is the product solving and how is that benefiting you?
- Better clarity into my book of business - A holistic overview of accounts that I've already reached out to - Better management of my pipeline - Lowering the amount of admin time to input information in Salesforce

Hayley Q.
Star Rating: 5

What do you like best about the product?
Scratchpad makes it so easy and user friendly to update pipeline and get a really quick view of your quarter/year. No more needing to fumble through Salesforce reports, with Scratchpad I am able to filter by the opportuities I need, see the columns that are most important for me, and share it with my leaders in the organization. Another feature I love is being able to add notes directly to an account, so they are never lost somewhere locally on my desktop.

What do you dislike about the product?
Honestly, nothing. It's been great. I have been using it for almost 3 years now.

What problems is the product solving and how is that benefiting you?
Being able to update my pipeline quickly & at scale

Stephanie P.
Star Rating: 5

What do you like best about the product?
The ease and functionality of the tool are my favorite aspects. Organizing and cleaning my pipeline has never been easier! I use it almost everyday and I love that as I open a new tab, the ease of managing my pipeline is a click away rather than opening all my opps in different tabs when doing it via SFDC.

What do you dislike about the product?
Can't think of anything at the moment...

What problems is the product solving and how is that benefiting you?
Scratchpad is solving the ability to update my pipeline and opportunities in a much more convenient and easier way.

Meghan K.
Star Rating: 4.5

What do you like best about the product?
Salesforce is a mess when it comes to trying to keep your pipeline clean. I now live in Scratchpad. I can easily update all of my opps and stay on top of my deals. I love the product.

What do you dislike about the product?
It used to be free for pipeline management, but I guess all good things have to have a price tag eventually.

What problems is the product solving and how is that benefiting you?
It helps me with pipeline management.

Mark W. S.
Star Rating: 5

What do you like best about the product?
Gone are the days of it taking an hour to update my pipeline at the end of the month. Scratch pad helps take the busy work out of sales and allows me to focus on selling. I use this product every single day religoulsly. I always have a pulse on my pipeline without having to comb through dozens of reports. Have already reccomended this product to many others and will continue to do so!

What do you dislike about the product?
There's not much that I don't like. Really easy to use!

What problems is the product solving and how is that benefiting you?
Salesforce pipeline updates!

Diego C.
Star Rating: 5

What do you like best about the product?
The simplicity. In my opinion, it's what Salesforce should be. The way you're able to apply filters, create lists and update opportunities/leads/accounts in real time is almost too easy. Helped me maintain a clean pipeline and forecast accurately, not to mention, have all next steps, close dates as accurate as can possibly be.

What do you dislike about the product?
The one thing I would improve is to have the ability to integrate other tools such as Dialpad or outreach. That would be like Thanos having all infinity stones.

What problems is the product solving and how is that benefiting you?
Pipeline hygiene

Farinaz H.
Star Rating: 5

What do you like best about the product?
I love that Scratchpad integrates directly with Salesforce and I'm able to see the most important information about my pipeline in one tab. I'm an AE and staying on top of my pipeline is a daily task wether it's to stay on top of my deals or review with my manager. I can change close dates, change next step notes, etc. right there from one screen. I also love that a new tab opens up so I can see my pipeline easily multiple times throughout the day. I know this is a limited use of what Scratchpad can do, but it's amazing.

What do you dislike about the product?
I don't dislike anything about scratchpad

What problems is the product solving and how is that benefiting you?
A good snapshot of my pipeline whereas salesforce is so clunky and scattered

Verified User in Information Technology and Services
Star Rating: 5

What do you like best about the product?
Scratchpad allows me to get to the content I need FAST! I live in ScratchPad. The info I need from SFDC is always at my fingertips and I can create reports across various objects to get exactly the views I want. Hygiene is a snap because I create a view that provides the relevent content and just simply update the fields. Rich text fielding means I can get additional context into my updates and we have found that incredibly valuable and not native to similar products. The wish component is awesome. The team is very quick to respond and has provided me with the "art of the possible" and really made me think outside the box on how to manage my view. The ability to hilight with a fairly robust set of criteria is very beneficial for pointing out what is off-track. Really love that feature. Note taking is breeze as I create a new note from a template right from my calendar. It's all just very convenient. At the end of the day, ScratchPad saves me a considerable amount of time. I can do my SFDC related work in a quarter of the time.

What do you dislike about the product?
There are a few inconveniences around search capabilities that hopefully are improved at some point. For example, I can't filter the content on related fields within my tiles, so I don't always see the content I'm looking for. I use ScratchPad for all my meeting notes. Again, I would like to see an ability to apply criteria to a search to find the exact note I'm looking for. Surprisingly, it still works quite well. The one other inconvenience is the default field for views. An account extension ID doesn't provide much value. I'd rather be able to pin another field (such as the account name) to the view so I always have the context if I need to scroll horizontally.

What problems is the product solving and how is that benefiting you?
ScratchPad is reducing, almost removing, my need to go into SFDC and is saving me a significant of time! I get the views I want and need and the data is always at my fingertips. ScratchPad makes me significantly more productive and efficient.

Mac A.
Star Rating: 4.5

What do you like best about the product?
Scratchpad is super fast for pipeline updates. You can update pretty much any field unlike Salesforce list views. It also lets you set up rules to review your forecasts by quarter and group by forecast status that makes pipe reviews really easy. The best feature is being able to tag your notes to accounts and keep a running note log of all your conversations in an account.

What do you dislike about the product?
The note taking feature is really good for associating notes but it's limited compared to google docs/notion. It's hard to navigate or organize long notes.

What problems is the product solving and how is that benefiting you?
Let's me update my pipeline super quickly and organize my pipeline so I can focus on the important near & long term opps. Makaes pipe hygiene a breeze.

Verified User in Computer Software
Star Rating: 4

What do you like best about the product?
Scratchpad is easy to use and learn. As a sales rep I would be using Salesforce everyday but somedays I find my not using SFDC because of my scratchpad usage! With scratchpad it also enables me to cut through the fluff and see/action what I need/want.

What do you dislike about the product?
Scratchpad replaces a lot of my SFDC workflows but not all of it. I still find myself having to navigate to SFDC to take care of certain things that I know would be faster directly on scratchpad.

What problems is the product solving and how is that benefiting you?
SFDC is slow and unreliable at times. Scratchpad allows you to maintain your SFDC hygiene much quicker and with ease. It also gives me visibility (and the ability to action it) on my pipeline right away.

Talecha S.
Star Rating: 5

What do you like best about the product?
Scratchpad is very convenient and easy to use. The information automatically populates in Salesforce which saves me a lot of time when updating client information or entering comments from a client call or meeting.

What do you dislike about the product?
I haven't found anything to dislike about this product. It has helped me save time with multiple projects.

What problems is the product solving and how is that benefiting you?
Helps me determine which clients are bringing in revenue verses the ones that are not without me having to go into each individual account. This tool keeps me organized!

Matthew H.
Star Rating: 5

What do you like best about the product?
- Bulk updates to my open pipeline opportunities - add meeting notes in one consolidated place to quickly reference - check on upcoming renewals

What do you dislike about the product?
- a lot of filters but I could probably just schedule another training

What problems is the product solving and how is that benefiting you?
- salesforce is clunky and hard to utilize - super easy to use and pick up quickly

Monica M.
Star Rating: 4

What do you like best about the product?
It was much easier to pull custom reports, track the work of my direct reports, and note trends I could coach on.

What do you dislike about the product?
The forecasting function is a little lacking, but the Scratchpad team has been receptive to our feedback and is working on making product enhancements.

What problems is the product solving and how is that benefiting you?
It used to take a lot of time to pull the data I needed, so we laid Scratchpad on top of our CRM to make it easier.

Tamar K.
Star Rating: 3.5

What do you like best about the product?
I think the best part about Scratchpad is bypassing the clicks that it would take to update a record in SFDC.

What do you dislike about the product?
Mapping issues lead to errors when trying to update records quickly. Also, adding new opportunities is annoying.

What problems is the product solving and how is that benefiting you?
Scratchpad removes the barriers within SFDC to make it easier for cross-functional teams to collaborate. We have multiple people who touch each account / opportunity, and it's easier to add information from engagements into the record via scratchpad.

Doug C.
Star Rating: 5

What do you like best about the product?
I love how easy it is to use, and the support has been second to none! The rapid access to my Sales Force information, ease to update, and staying compliant with management directives every step of the way are priceless. When I have had a challenge doing something in Scratchpad the support team has been right there in short order with a tutorial or pointer to move me forward.

What do you dislike about the product?
I am using the free version. I would like my company to get on board with this application so the Sales Force experts get it fully set up with all the functionality I want. The Scratchpad support team will help me get there, I just need to keep notes about what needs tweaking for my next reach out to them.

What problems is the product solving and how is that benefiting you?
The biggest benefit to my daily usage is increased speed in my actions. I don't think I can ever go back to using SF by itself, the application is so dated, and Scratchpad is super clean to use.

Shannon M.
Star Rating: 5

What do you like best about the product?
It integrates directly with Salesforce and allows me to access information that is typically scattered across salesforce, directly from one place. It has streamlined my entire note-taking, information recording, qualification, forecasting, organization, reporting, and so many other processes. I can also access Scratchpad from any web domain, allowing me to easily move about my workday when I need to be on other webpages for research, cadence, email, calling, etc purposes. I am able to quickly and accurately manage my pipeline to make sure I am prioritizing the appropriate accounts.

What do you dislike about the product?
It doesn't integrate with Salesloft, the cadence/call tool we use. It is one of the only times I have to leave Scratchpad during my workflow. That said, given that I can open Scratchpad directly from Salesloft, it is not an inconvenice.

What problems is the product solving and how is that benefiting you?
Scratchpad allows me to access all dispersed Salesforce information from one place. For example, I can have all information about an account, it's contacts, history, activity, opportunities, all directly in one place without having to bop back and forth between pages in Salesforce. This has saved me so much time, allowing me to spend more time focusing on reaching out to prospects instead of searching through various locations for account info. I am saving anywhere from 5-20 minutes per prospect.

Logan W.
Star Rating: 5

What do you like best about the product?
It saves me hours a week on sales admin. Even though I'm the only salesperson at my company, I've converted everyone at my company to Scratchpad. It's easy to create different views and share them or for the team to make changes to opportunities or accounts. I know Scratchpad wasn't made specifically for small teams like mine, but I actually think it's more useful for me since my team doesn't know Salesforce flows.

What do you dislike about the product?
Scratchpad is a "nice to have" but not an absolute necessity. If Scratchpad was cost-prohibitive, we would likely stop using it since everything it does can be done on Salesforce with more elbow grease.

What problems is the product solving and how is that benefiting you?
Scratchpad is solving sales admin work and revenue operations. It's benefiting me by saving ~5 hours a week and helping my company be aligned on what opportunities are most important. It also makes sales organization an approachable task - before it seemed impossible.

Lauren C.
Star Rating: 5

What do you like best about the product?
The ability to add contacts to my pipe with a holistic view. Customer service was fast, helpful, and kind. Easy to use in my day to day.

What do you dislike about the product?
Can't think of any right now. I use it in a specific way and it meets my needs.

What problems is the product solving and how is that benefiting you?
Saving time

Nate H.
Star Rating: 5

What do you like best about the product?
Scratchpad allows me to efficiently get in and out of salesforce. Salesforce had to be the record of truth, but it can be uninspiring to work with when you are in productivity mode and are constantly delayed by page loading. Scratchpad allows me to fly through reports, inspecting pipeline and salesforce accuracy while coaching and policing data hygiene along the way. The ability to edit almost any field that is commonly blocked in SFDC (e.g. pipeline reports) is my favorite feature and most used feature. I use it to update, probability, next steps, qualifying, criteria, etc.. Yes, salesforce, super users… Scratchpad is much better than Split View and it actually works on my cell phone :-)

What do you dislike about the product?
I don't like that so many of the features are gated beyond the free version. This limits my team's ability to use the software to its fullest extent because I've got to go through normal procurement process is on my side.

What problems is the product solving and how is that benefiting you?
Scratchpad is making it easier for me to fly in and out of reports that normally have a lot of limitations on which fields can be edited in certain views. This is my core use case.

Chad W.
Star Rating: 5

What do you like best about the product?
I like how the software enables me to have simple reports that are quick to load, rather than having to wait like I do in Salesforce. I also like how easy it is to share a view that I create that I want my team to utilize. It helps us to stay on the same page when we do Funnel Reviews. I also love the support I'm getting from the team as they make it really easy to get the help I need fast.

What do you dislike about the product?
There are certain updates you do in Scratchpad that don't necessarily translate well over to Salesforce. That said, a lot of that depends on the logic gates you have established. We can't do our Intake process at this time in there, which would greatly speed up our efficiency but that is a custom thing for us.

What problems is the product solving and how is that benefiting you?
The interface simplifies my ability to see my team's sales funnels and identify places where they need to update proper fields for tracking. It's a lot easier to use this in my 1:1s as well as daily life to streamline my meetings.

Siam F.
Star Rating: 5

What do you like best about the product?
We brought in Scratchpad to our SE team about 4-6 months ago. Before Scratchpad, updating our SFDC records wasn't a common or timely practice for our team - many of us are doing multiple calls per day, and updating all those records directly through Salesforce was burdensome. Scratchpad makes updating records a breeze, and the organization of Scratchpad turns SFDC records from a chore into an actually useful tool to plan your week, follow up with prospects, and close more deals. I use Scratchpad every single day to organize my work and check on my prospects, and would find it incredibly hard to ever lose Scratchpad given how transformational it's been for us.

What do you dislike about the product?
Theres not a lot that I dislike about Scratchpad. There are minor things that I've made feature requests for - being able to see more records at once by default, having some additional highlight or sort functions included. These don't take away from the core usage of the product. It's so customizable already that sometimes you expect it to do just about anything!

What problems is the product solving and how is that benefiting you?
Scratchpad is solving the issue of the clunky and burdensome nature of updating salesforce records directly in SFDC. With Scratchpad, updating records becomes much easier and much quicker, allowing the records to become a sales tool instead of a chore.

Tristan S.
Star Rating: 5

What do you like best about the product?
I love Scratchpad! It's been a game-changer when it comes to updating my Salesforce pipeline. One of the things I love about it is how easy it makes the whole process. It streamlines everything and which saves me a ton of time. Plus the app itself looks great and is very user-friendly. What really sets Scratchpad apart is how efficient it is. If you're constantly dealing with a lot of data, this app is definitely for you. It makes updating your pipeline a breeze, and you can do it all in a fraction of the time it typically takes. I'd recommend Scratchpad to anyone looking to simplify their sales process.

What do you dislike about the product?
One thing that would make Scratchpad even better would be integrations for apps like SalesLoft. Not having to go back into Salesforce to export contacts would cut out several steps in my process.

What problems is the product solving and how is that benefiting you?
It helps me keep track of my pipeline, organize my accounts and visualize my reports, take notes on demos, and more. For creating and updating contacts and accounts, it's significantly faster than going into Salesforce and hunting for all the dependent fields that need to be filled out. I can add only the fields I need to a custom til.

Sascha B.
Star Rating: 4

What do you like best about the product?
Scratchpad allows me to have a quick look at my entire pipeline in a single window and to make changes to individual Opportunities, that would otherwise have me going through several different pages. And Salesforce is often not the quickest to load. It doesn't save me a considerable amount of time not working with hundreds of Opps at a time, but enough to make a difference but not having to go to Salesforce for Next Steps, Tasks, changing Forecast etc. makes it really comfortable and easy to do those everyday tasks.

What do you dislike about the product?
If you are working with Salesforce, there really is nothing to actually dislike about Scratchpad. Some of the features are obviously reserved for the paid subscription, but the free version works just fine for most everyday workflows.

What problems is the product solving and how is that benefiting you?
Speeding up everyday tasks and workflows without having to go to Salesforce for every step. For users handling large amounts of Opportunities, it can probably save a lot of time doing those tasks.

Carly H.
Star Rating: 5

What do you like best about the product?
I love using Scratchpad because it is 1) easy to use, 2) has an approachable and clean aesthetic, and 3) saves me so much time. I describe Scratchpad as a wormhole to Salesforce because it allows me to access and update fields in a few clicks which would take me many more clicks and some extra loading time in Salesforce. It is overwhelming to keep such a high volume of opportunities up to date, but Scratchpad helps me stay ahead of things, allowing me to quickly identify outdated pipeline and keep eyes on my most important deals so that things don't fall through the cracks. Cmd+J is life!!!

What do you dislike about the product?
This is a toughie. In my use of it thus far, I haven't found anything that I dislike - really! Initially I wasn't sure about Scratchpad opening whenever I open a new tab, but now that I use it so frequently, it doesn't bother me. I think it's actually a plus.

What problems is the product solving and how is that benefiting you?
Scratchpad is helping me keep my pipeline up to date, organize my opportunities to help me prioritize, and allowing me to quickly navigate to Salesforce pages that would otherwise take more clicks and more minutes to get to.

Natalie V.
Star Rating: 5

What do you like best about the product?
I love how easy it is to use and set up. There is a notes section that links to google calendar and can attach to any deal and you can create templates. So easy to keep everything in one place. I also love the in-line editing abilities so I can update all my deals seamlessly from one place.

What do you dislike about the product?
The only downside is that there are limitations with the free version and after the trial, which showed all features, I had to revert back to the free version since we didn't have budget approval. The paid version is excellent. I am still hoping we can bring it on to my organization as some point because there is a lot of value.

What problems is the product solving and how is that benefiting you?
Being able to open a note from a calendar invite, populate it with a template, and then link this to a salesforce deal is an time saving workflow for me. I also love being able to edit all my deals from one place and edit multiple at the same time. Updating Salesforce fields was such a nightmare before scratchpad and I found myself doing the bare minimum. Now my salesforce is so clean that I am used as an example to the team on how our salesforce should look. All thanks to Scratchpad!

Alanna T.
Star Rating: 5

What do you like best about the product?
Scratchpad has been an absolute game changer for me as an Account Manager. Using Salesforce has been so time-consuming and clunky when trying to keep accounts and opportunities updated and ultimately left things falling through the cracks. This platform allows you to make quick updates without opening up extra tabs or doing an additional 10 mouse clicks. Highly recommend it to anyone who is currently using SF in their day-to-day.

What do you dislike about the product?
I haven't been able to find anything I dislike yet. Their features allow you to customize things to your preference and when you need help, their team is ready to assist at any time! Hard not to love.

What problems is the product solving and how is that benefiting you?
Keeping track of my accounts and stages of deals. It allows you to quickly get a sense of what's going on without needing to spend an extra 5 minutes clicking through SF. I can make an opportunity without even going into SF as well which overall just makes the flow of my day go so much smoother. Being able to filter and highlight fields has been so helpful to target specific deals to keep on top of.