Scratchpad Reviews & Product Details

I adopted ScratchPad for the note taking but fell in love with the abiliy to just click and join notes to an existing salesforce account or prospect.

I can premake templates and load them seconds before a call.

Sharing a template with work mates is super easy and once I make changes to mine it can be shared with everyone. Review collected by and hosted on G2.com.

I'd love the ability to draw notes or flow diagrams directly.

Think about how apple notes lets me write content, import an image or draw a diagram all within one note.

I want that for Scratch Pad. Review collected by and hosted on G2.com.

Quick and easy use. All in one, one-stop-shop for all my opportunities and accounts. I am able to keep my opps clean and managable. My managers praise me for keeping things clean and notes up to date. I'm able to quick click everything relating to my accounts. It is extemely customizable for what I need and how I use. The help from the team at Scratchpad also helps me learn new tricks if I need assistance. I use it multiple times a day. Honestly, I'd be lost if I couldn't use Scratchpad in my daily use. Review collected by and hosted on G2.com.

It takes a bit of time to get things set up the way I would like them and how/what I use from my accounts. However, the Scratchpad team helps train and show how to set up. If I can't figure it out, I contact them and they either show me or get back to me with answers. Review collected by and hosted on G2.com.

Scratchpad makes it so easy for me to update my pipeline-- at my last org, we didn't have scratchpad and updating my pipeline was the bane of my existence so I wasn't super great about keeping it updated. At my current org, we do have Scratchpad and boy is it a game changer, I actually now get compliments on how updated my pipeline is!! Review collected by and hosted on G2.com.

There is nothing I dislike about Scratchpad-- it is that great! Review collected by and hosted on G2.com.

I love the ability to search for the accounts I manage without having to leave the webpage I'm on. If I'm writing an email and I can't remember an email address or a prodduct they are interested in the hotkey CMD + J just saves me hundreds of clicks per day and lessens the amount of tabs i need to keep open.

I also really liked that one of the CSMs hopped on a call with me to build out my Scratchpad dashboard specific to me and my role as an Account manager. Review collected by and hosted on G2.com.

Not much. I use the free plan and haven't run into any issues/limitaions. I'm guessing the paid for version would give me other cool feautures but i don't know what i don't know :) Review collected by and hosted on G2.com.

Scratchpad makes all manager think you are just extremely organized. It makes updating opportunities quick and easy saving me *literally* hours a week. It also allows me to have a more streamlined view of close dates and stages. Another great thing is that you can inline edit your accounts which saves so much time when scrubbing your accounts. I am also impressed by their customer support and how easy it was to implement. There is not a day that I don't use Scratchpad. Review collected by and hosted on G2.com.

I have had a hard time pitching it to leadership, I currently pay out of pocket becuase it is such a great tool but I wish there was a better way to show the value to our leadership who isn't dealing with the little details of updating opportunities. Review collected by and hosted on G2.com.

A culmination of a thousand small "features" creates an indispensable layer to my workflows from prospecting to closing and beyond. These features were made by, demanded by, the users and prioritized and developed by the Scratchpad team. The platform is easy to get integrated and easy to use. I continue to learn how the software better thanks to the customer support team and the very strong product documentations and screen recordings they share.

The result is :

- a software that has been loved from the beginning by it's users

- a software that became an integral part of my daily effectiveness as a rep

- a software that is uniquely strong at supporting strategic sellers and transactional ones AND

- a sofware that constantly is improved based upon user feedback. Review collected by and hosted on G2.com.

While nearly every feature I have ever asked for has been developed, I am eager for more analytics of my usage of the platform and thus to bolster the ROI strory for my leadership team. Review collected by and hosted on G2.com.

Scratchpad allows me to customize my views and work flows in such a user friendly manner that it has become my main landing page for sales activities. I am able to organize, update, and segment my CRM without ever having to enter into Salesforce. The efficiency gains at the pricepoint of the Scratchpad add on make this a no brainer. Further, their customer service is unmatched. They are quick to respond and incredibly helpful. Cannot recommend this product enough for Sales professionals and Salesforce users. Review collected by and hosted on G2.com.

I hesitate to list any downsides because any room for improvement would likely be above and beyond what Salesforce itself is offering on the user level. Scratchpad really takes the cumbersome process of navigating and updating Salesforce and makes it so user friendly that its impossible not to see gains in efficiency in your daily workflow. Review collected by and hosted on G2.com.

Scratchpad for pipeline hygiene is the best because it helps streamline your workflow and keeps everything organized. It likely allows you to easily track tasks, manage follow-ups, and maintain clear communication with your team. This can lead to better visibility on your sales pipeline, improved productivity, and ultimately, more successful outcomes. Plus, having a dedicated space for notes and insights can make your process feel more cohesive and less chaotic! Review collected by and hosted on G2.com.

I dont have any major dislikes or things I find bad about scartchpad, t is truly a very easy to use tool that streamlines all salesforces processes. Review collected by and hosted on G2.com.

Ease of use, ease of implementation, quick adoption and immedaite time to value. After I installed scratchpad it took an hour or two to get it set up in a way that helped me visualize my pipeline. Its something I use every day. Review collected by and hosted on G2.com.

It use to be free, but eventualy I outgrew their free plan. Review collected by and hosted on G2.com.

The speed of use and the way it makes SalesForce a tool that can be used quickly, and efficiently to capture meeting notes, update opportunities, manage tasks and create insightful reports. Review collected by and hosted on G2.com.

I want a mobile app, particularly for task management and notes. Review collected by and hosted on G2.com.