I by chance, came across Scratchpad and am so glad that I did! I lead business development for my company and as a result, spend a lot of time in Salesforce. Our company is incredible cross functional and therefore, information symmetry across various divisions is paramount to the success of our business. Prior to Scratchpad, there was no uniformity in how team members took notes or the cadence in which we synced/uploaded those notes to Scratchpad. With Scratchpad, our notes are easily related to Salesforce and sync automatically. Data fidelity has improved tremendously and will only continue to do so.
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.
super easy to use, connected to salesforce, super insights like scheduled next meeting, send documents, etc. it is a great help not to forget anything in the sales cycle process
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What is Scratchpad?
Scratchpad is a hygiene system for leaders seeking accurate forecasts, quality updates, and better deal control—without chasing sales reps. (1,400+ reviews, 4.8 stars on G
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