Scratchpad Reviews & Product Details

The most helpful part of scratchpad is being able make udpates within Salesforce without ever opening Salesforce. It's accessible from anywhere (not just in a browser) which makes it easy to look up information quickly (i.e. saving 4-5 clicks and waiting for things to open/populate). Really a gamechanger with Salesforce Lightning. Review collected by and hosted on G2.com.

Not too much. They have a good outreach for current customers and are always sharing tips/tricks. Review collected by and hosted on G2.com.

I love Scratchpad as a sales tool because it eliminates mundane tasks, reduces the need for multiple tabs, and offers an intuitive interface with excellent customer service. Review collected by and hosted on G2.com.

Nothing at all I think it's perfect and would be lost without it. Review collected by and hosted on G2.com.

Makes the monatounous task of filling out salesforce for sales people a breeze Review collected by and hosted on G2.com.

there are some very minor glitches but pale in comparison to the benefits. The navigation can be a little clunky sometimes. Review collected by and hosted on G2.com.

Slick UI and a team that is aligned to sales reps/managers and the features we need. Review collected by and hosted on G2.com.

I had issues getting scratchpad to be my default page when I open chrome. Ended up adding another extension to auto route me to scratchpads url. Review collected by and hosted on G2.com.

Scratchpad saves me hours of task and call logging that would be an incredibly manual effort without it. Review collected by and hosted on G2.com.

Scratchpad solves every issue I ask of it - in the future they could make it so AI logs similar tasks for me, but I'll live in the moment for now! Review collected by and hosted on G2.com.

Scratchpad makes it really easy to update your forecast daily! I've set automation as well to highlight cells that aren't updated based on timings. For example, I need to have an updated forecast every Monday. My scratchpad will highlight each cell red that wasn't updated by Monday! Love it, highly recommend. Review collected by and hosted on G2.com.

Not much to dislike! I got Scratchpad because updating Salesforce took forever. Exactly fits my needs. Review collected by and hosted on G2.com.

I like the UI and the ability to edit/comment inline right in the dashboard. It has been easier to convert and close deal due to the increased visibility and forecasting ability. My CRM is cleaner than ever! Review collected by and hosted on G2.com.

Nothing so far, I have liked all the features provided by Scratchpad and looking forward to seeing more. Review collected by and hosted on G2.com.

The two features I enjoy and use the most are the Notes and the Pipeline view.

With Notes, it's super easy to create a note right from within Google Calendar, so my standard flow when I'm about to jump on a customer call is to simply create a note, and then join the call. It fits right into my standard workflow.

For Pipeline, we mostly use this feature as a high level Account list to track which customers are in implementation and which customers we are running projects with. It's so much more focused and streamlined than the standard Salesforce account lists.

Beyond features, the implementation was super easy. The Scratchpad Customer Delight team - shoutout Cristina - are indeed a delight to work with. As a tech implementor myself, I was definitely taking notes on Cristina's approach to enablement. Review collected by and hosted on G2.com.

This isn't really a dislike, because I imagine we're not even using all of the features that are available to us. But one nice-to-have would be the ability to iframe/embedd other tools/webpages into Scratchpad. There is one piece of functionality that is embedded into Salesforce which I use regularly, so it would be nice to basically not have to log into Salesforce at all! Review collected by and hosted on G2.com.

Scratchpad is unbelievably helpful in getting updates into Salesforce fast and accurately. I spend less time navigating windows and more time with clients.

It was so easy to get set up - no IT required as the integration was so somple and the folks at Scratchpad have been super helpful.

I use it everyday and it makes my life so much easier. Review collected by and hosted on G2.com.

Needs to have 365 integration and the ability to leverage Microsoft Teams. Review collected by and hosted on G2.com.

It makes it very easy to ensure that all reps are updating their opprotunitys, logging tasks, accurate forecasting, and ensure compliance with MEDDPICC. I have used Scratchpad for the past 2 years and it has been vital to keeping reps orginized and on-top of their opprotunitites. If you are working large territories and are running multiple opprotunitites this tool helps you keep on top of everything without letting anything slip through the cracks. I am all about efficency and this tool really helps me be the most effective and efficent rep. Review collected by and hosted on G2.com.

Honestly, there isnt much I would change. The ehancements for forecasting and automation that the copany has ppushed out have been amazing. Overall, it is a great product and I will always use it no matter where i go, and i have shared it with any reps who i think will benefit. Review collected by and hosted on G2.com.