Salesforce is a great database, but as a place to do your work it's slow to load, requires too many clicks and countless browser tabs. So you do your work in a spreadsheet, take sales notes and maintain to-do lists in separate apps, and block time on your calendar to copy and paste the info back into Salesforce. Is this really the best system? We say NO!
Scratchpad is the first workspace built for sales. We designed every feature and interaction with account executives in mind, which means speed. Scratchpad combines sales notes, spreadsheets, tasks, Kanban boards, search, collaboration, and sales process adherence in one simple and intuitive workspace - connected to Salesforce to eliminate all those tabs and double work.
Totally game changing. Life-altering productivity. Can't be understated. 4-7 hours a week have been given back to me with this tool. I wish I had this for all my years in sales. Staying on top of all of these Salesforce fields used to be my biggest stressor, and now I can see them in an easy to use view. Absolutely love this product! Their team is also super helpful and supportive. This is a must-have for Salesforce users.
I hadn't actually loved using a product in such a long while. Until yesterday, when I received personalized onboarding from Scratchpad. I already know it's going to be a huge part of my workflow.
PSA: If you're in sales, use Salesforce, and you AREN'T using Scratchpad, then you are a damn fool. I'm blown away at how much time it is saving our team, with updating opps, next steps, notes, etc.
I honestly have to credit Scratchpad for my promotion! Wouldn't have been able to get this promotion without being able to open Scratchpad everyday and track all the different ops I was working and take notes during every meeting. Seriously used it more than Salesforce!!!! So thank you for sharing such an amazing product with our team!
With tens or hundreds of tasks each day, every click matters. Scratchpad combines notes, tasks and customer context including emails, calendar events, and activity history into one simple view. No more bouncing between tabs to get the full picture and take action.
"Makes interacting with SFDC and managing teams a more intuitive and faster experience than any version of SFDC I've encountered. They have a free version, too!"
Update important fields for each opportunity, link your notes and setup tasks faster than ever before. Get more contextual data in your CRM - all with less effort.
"I honestly have to credit Scratchpad for my promotion! Wouldn't have been able to get this promotion without being able to open Scratchpad everyday and track all the different ops I was working and take notes during every meeting. Seriously used it more than Salesforce!!!!"
Scratchpad is fast and easy to access. Clear your head by adding new tasks as they come to mind, quickly write notes during or after a call, see what tasks you have left to tackle, and get a quick glance of your calendar events for the day.
"I literally use it everyday. I am hearing from our sales team they love it because it makes it so easy to manage their accounts and offers a much more efficient way of putting in updates real time. Thank you Scratchpad team!"
You spend hours every day working on notes, todos and updating opportunity fields. When you use something for that long, it should be fast and delightful.
