Scratchpad Reviews & Product Details - Page 5

Simplicity, which is second to the overall customer journey. Customer journey doesn't actually get enough recognition across the board but everyone I've interacted with from marketing emails to follow ups about my experience have been really genuine and actually leave the impression that they are about customer success.

Product wise - integration is lightweight and very well thought out - be it with saleforce or Chrome. Stuff I never would have bothered tracking (and centralising contemporaneous notes and tasks) has been really useful. Review collected by and hosted on G2.com.

Not a scratchpad criticism - if your salesforce admins restrict how and where you make changes inside Salesforce it will hamstring your ability to use the get the most out of the tools Review collected by and hosted on G2.com.

It's ease of use and simplicity. Data entry that used to take me hours within SFDC directly, now only takes me a few minutes. Review collected by and hosted on G2.com.

My manager doesn't Slack me as often because he doesn't have to ask me to update SFDC :(

Also, they finally figured out how to limit the free version enough to get me to upgrade to the paid version. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I literally love it all, nothing I dislike about Scratchpad. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Scratchpad is the savior I've been looking for my ENTIRE career. I've integrated it into my calendar to quickly create notes, automatically include my specific template, insert prospect information into salesforce, and monitor my pipeline. Review collected by and hosted on G2.com.

There's not a word count in the boxes so I don't know if I exceeded the word count in Salesforce Review collected by and hosted on G2.com.