Scratchpad Review

Scratchpad is an innovative sales tool designed to help sales teams, managers, and revenue operations professionals streamline their workflows and improve CRM hygiene. By simplifying Salesforce usage, automating data entry, and providing AI-powered coaching, Scratchpad solves the common challenges of poor data quality, inefficient pipeline management, and time-consuming administrative tasks.

This tool is ideal for sales organizations looking to boost productivity, maintain accurate pipeline data, and enhance overall sales performance. Scratchpad offers a range of features that cater to the needs of various roles within the sales team:

1. AI Sales Agents automate data capture and provide real-time coaching, helping reps stay focused on revenue-generating activities.
2. Pipeline Management offers an intuitive interface for Salesforce, integrating notes, tasks, and call summaries to streamline deal management.
3. Deal Inspection provides real-time visibility into deal movement, highlighting warnings and problem areas for quick resolution.
4. Sales Forecasting eliminates surprises in pipeline projections with comprehensive analytics and historical snapshots.

By addressing the pain points of CRM usage and sales execution, Scratchpad enables sales teams to work more efficiently, maintain high-quality data, and make informed decisions based on accurate forecasting. If you're looking for a tool to optimize your sales processes, improve Salesforce adoption, and drive better results, Scratchpad is definitely worth considering.

Scratchpad: What Is the Product?

Scratchpad is a sales toolkit designed to improve CRM hygiene and sales execution. It simplifies Salesforce usage, monitors CRM data quality, and automates data entry and coaching for sales teams. Scratchpad helps sales professionals, managers, and operations leaders streamline their workflows, maintain accurate pipeline data, and enhance overall sales performance.

What Are Scratchpad's Main Features?

Scratchpad is built for sales teams and revenue operations professionals to solve common challenges in the go-to-market space. It addresses issues like poor CRM data hygiene, inefficient pipeline management, and time-consuming administrative tasks. By providing an intuitive interface and AI-powered tools, Scratchpad helps users maintain accurate Salesforce data, improve forecasting, and focus more time on selling.

AI Sales Agents

Scratchpad's AI Sales Agents automate manual data capture and provide real-time coaching. They offer quality AI updates for Salesforce objects, AI grading for next steps and sales methodologies, and integrate coaching into sales rep workflows. This feature helps sales teams stay focused on revenue-generating activities while maintaining accurate CRM data.

Pipeline Management

The Pipeline Management feature offers a fast and user-friendly interface for Salesforce. It includes AI-powered sales sheets that replace spreadsheet work outside the CRM, allows access and updates to Salesforce from any web app, and integrates notes, tasks, call summaries, and transcripts. This comprehensive approach helps sales reps manage their pipeline more effectively and keep all relevant information in one place.

Deal Inspection

Scratchpad's Deal Inspection feature provides real-time visibility into deal movement. It offers a full audit history of changes for every deal, allows users to inspect weekly changes in the open pipeline, and highlights warnings and problem areas. This feature enables sales managers and reps to quickly identify and address issues in their pipeline, leading to more accurate forecasting and better deal management.

Sales Forecasting

The Sales Forecasting feature aims to eliminate surprises in pipeline projections. It includes rollups to track deal status at every level, waterfall analytics to understand forecast changes, historical snapshots of pipeline changes, and sales trends analytics. This comprehensive approach to forecasting helps sales leaders make more informed decisions and predict outcomes more accurately.

Scratchpad Pricing

Scratchpad offers three pricing tiers to suit different business needs. The Free plan provides basic functionality, while the Standard and Business plans offer more advanced features for sales teams. Pricing is available monthly or annually with a 20% discount for annual billing.

Free

Free plan with limited features for individuals or small teams looking to try out Scratchpad.

Standard

$19 per user/month billed annually or $24 per user/month billed monthly. Includes core features like unlimited Salesforce updates and notes, 5 Scratchpad views, and 7 days of change history.

Business

$39 per user/month billed annually or $49 per user/month billed monthly. Offers advanced features like unlimited views and change history, hygiene monitoring, and advanced controls.

Scratchpad Capterra Review Summary

Scratchpad receives overwhelmingly positive reviews on Capterra. Users consistently praise its ease of use, time-saving capabilities, and seamless integration with Salesforce.

• Link to Reviews

Pros

• Easy setup and intuitive interface
• Significant time-saver for note-taking and Salesforce updates
• Customizable and designed for revenue teams
• "Scratchpad is a godsend when it comes to typing up notes. It's a centralized location for all my call notes and everything."

Cons

• Some users mention a learning curve for advanced features
• Occasional syncing issues with Salesforce reported
• "Our CRM is pretty complex and slow, updating takes forever."

Scratchpad is ideal for sales professionals and teams using Salesforce who want to streamline their workflow and improve efficiency in note-taking and CRM updates. However, those with very complex CRM setups may need to invest time in learning the tool's advanced features.

Scratchpad G2 Review Summary

Scratchpad receives overwhelmingly positive reviews on G2. Users consistently praise its time-saving capabilities and seamless integration with Salesforce. The tool is highly regarded for its ease of use and efficiency in managing sales workflows.

• Link to Reviews

Pros

• Significant time-saver for sales professionals
• Seamless integration with Salesforce
• User-friendly interface and easy setup
• Excellent customer service

"Scratchpad quite literally puts hours back in my day. I can quickly update my forecast, stay organized, write my notes and share views with the rest of my team." - Source

Cons

• Some users may find the CRM integration limiting if not using Salesforce

"It's worth it for the time savings and not having to spend so much time dealing with slow sales CRMs." - Source

Scratchpad is particularly beneficial for sales teams using Salesforce who want to streamline their workflow and save time on data entry and organization. However, it may not be as valuable for those using different CRM systems.

Reddit Review Summary

The sentiment around Scratchpad is generally mixed, with opinions varying based on the specific use case and version being discussed. Some users find it highly useful for certain tasks, while others question its necessity or effectiveness.

Pros

• Useful for quickly jotting down ideas or making temporary notes
• Helpful for creating multiple versions of audio tracks in music production

"I use it all the time. I always need to make 10sec, 30sec, 60sec versions of songs. I create a scratchpad for each one so I can arrange/bounce those versions." - Reddit user

Cons

• Some users find it unnecessary or cumbersome for certain workflows
• Mixed reviews on employee satisfaction and company culture

"Their repvue and glassdoor are pretty bad but their G2 reviews are fantastic. It also feels like a nice-to-have in an increasingly tight ..." - Reddit user

Scratchpad seems to be most beneficial for users who need a quick, temporary space for notes or ideas, particularly in creative fields like music production. However, it may not be essential for those with established workflows or who prefer more comprehensive note-taking solutions.

Scratchpad

• LinkedIn URL

Scratchpad is a highly-rated sales toolkit with 22.5K+ followers on LinkedIn. It has 1,400+ reviews with an average rating of 4.8 out of 5. The company is praised for improving CRM hygiene, pipeline management, and forecasting for sales teams. Users appreciate its ability to provide accurate forecasts and better deal control without micromanaging sales reps. The tool is popular among RevOps, Sales Leaders, and Reps worldwide. Scratchpad claims to improve CRM hygiene by 80% in just two weeks. While specific cons are not mentioned in the available reviews, the overall sentiment appears overwhelmingly positive.

Scratchpad's TrustPilot Reviews

The sentiments for Scratchpad are overwhelmingly positive, with users praising its productivity-enhancing features and seamless integration with Salesforce. Reviews consistently highlight its user-friendly interface and time-saving capabilities.

Link to Reviews

Pros

• Seamless Salesforce integration
• Intuitive and user-friendly interface
• Significant time-saver for sales teams
• Excellent customer support
• Improves CRM data hygiene

"Scratchpad is easily the best tool for managing your pipeline and salesforce updates." - Source

Cons

• Some users report occasional syncing issues
• Limited customization options for certain features

"The only con I can think of is that there are some customization limitations." - Source

Scratchpad would be an excellent tool for sales teams looking to streamline their Salesforce workflow and improve productivity. However, it may not be ideal for those requiring extensive customization options or working outside of Salesforce ecosystems.

Who Scratchpad Is Best For

Scratchpad is an ideal tool for go-to-market teams, particularly those in sales roles who rely heavily on Salesforce. It's best suited for:

• Account Executives who need to quickly update Salesforce records, jot down meeting notes, and manage their pipeline on-the-go. Scratchpad saves them significant time by streamlining data entry.
• Sales Managers looking to monitor their team's CRM hygiene, coach reps, and gain pipeline visibility. Scratchpad's customizable views and insights help them stay on top of their team's performance.
• Sales Operations and Enablement professionals aiming to simplify Salesforce for their reps, automate processes, and ensure data integrity. Scratchpad helps them drive Salesforce adoption and productivity.
• Revenue Operations leaders who want to align their go-to-market teams around a single source of truth. Scratchpad integrates with Salesforce, allowing cross-functional collaboration on a shared pipeline view.

In terms of team size, Scratchpad can provide value for small startups to large enterprises. However, it's particularly well-suited for growing mid-market and enterprise sales organizations with 10-500 reps who are heavily reliant on Salesforce.

Smaller teams of 1-10 reps can benefit from Scratchpad's Free plan to streamline their workflow. As teams scale and require more advanced features like customizable views, additional integrations, and granular permissions, upgrading to the Standard or Business plan becomes advantageous.

Overall, Scratchpad is best for revenue teams that want to save time on Salesforce data entry, improve their CRM hygiene, and boost sales productivity. By simplifying the seller workflow, it enables go-to-market teams to focus on what matters most - engaging buyers and closing deals.

Final Thoughts

Scratchpad is a powerful sales tool that simplifies Salesforce usage, improves CRM data hygiene, and boosts sales productivity. With its intuitive interface, AI-powered features, and seamless integration with Salesforce, Scratchpad addresses common pain points faced by sales teams, managers, and revenue operations professionals.

The tool offers a range of features tailored to the needs of various roles within the sales organization. AI Sales Agents automate data entry and provide real-time coaching, while Pipeline Management streamlines deal management with an easy-to-use interface. Deal Inspection offers visibility into pipeline changes, and Sales Forecasting eliminates surprises with comprehensive analytics.

Scratchpad's pricing plans cater to different business needs, with a Free plan for individuals and small teams, and Standard and Business plans offering advanced features for growing sales organizations. User reviews on Capterra, G2, and Reddit consistently praise Scratchpad's ease of use, time-saving capabilities, and seamless integration with Salesforce.

Overall, Scratchpad is an ideal tool for go-to-market teams, particularly those heavily reliant on Salesforce. It's best suited for Account Executives, Sales Managers, Sales Operations, and Revenue Operations professionals looking to streamline their workflows, maintain accurate CRM data, and drive better sales results. If you're seeking a solution to optimize your sales processes, improve Salesforce adoption, and boost productivity, Scratchpad is definitely worth considering.