Scratchpad
Overview
Scratchpad is a software company that provides an AI-powered workspace designed specifically for sales teams. Their platform integrates with Salesforce to streamline sales processes, improve data management, and enhance team collaboration. Scratchpad offers tools for pipeline management, deal inspection, sales forecasting, and process compliance, all aimed at increasing sales productivity and efficiency.
Industry: Software
Ideal Customer Profiles: Scratchpad's ideal customers are sales teams and sales leaders who use Salesforce and are looking to improve their sales process efficiency, data management, and team collaboration. This includes sales managers, account executives, RevOps professionals, and sales enablement teams in medium to large enterprises.
Website: scratchpad.com
LinkedIn: http://linkedin.com/company/scratchpad-sales
Twitter: http://twitter.com/Scratchpad
Products
Pipeline Management
Scratchpad's Pipeline Management offers a fast, intuitive interface that integrates with Salesforce, reducing the need for multiple tabs and clicks, and providing a single view for managing sales pipelines efficiently.
Features
Consolidated Tools
Description: Integrates various tools like notes, sheets, docs, Salesforce, tasks, calendars, notifications, and search into one interface, simplifying the sales process.
Benefit: Reduces complexity and saves time by providing a single platform for all sales-related activities.
Kanban Boards
Description: Provides an interactive view of the sales pipeline using Kanban boards, allowing users to categorize opportunities and tailor views with field-level customization.
Benefit: Enhances visualization and organization of sales opportunities, improving pipeline management.
Sales Notes Integration
Description: Allows users to create and manage sales notes that are linked to the pipeline and automatically synced with Salesforce.
Benefit: Ensures that all sales notes are up-to-date and easily accessible, improving data accuracy and efficiency.
Real-time Access
Description: Enables real-time access to deal information and Salesforce updates from anywhere on the web.
Benefit: Increases flexibility and responsiveness by allowing sales teams to manage their pipeline on-the-go.
Team Collaboration
Description: Facilitates better collaboration across sales teams through improved account planning, deal inspection, and one-on-one meetings.
Benefit: Enhances team communication and coordination, leading to more effective sales strategies.
Automations & Enablement
Scratchpad offers no-code Salesforce automations that streamline sales processes and improve data hygiene, providing actionable insights and real-time updates.
Features
No-code Automations
Description: Allows users to create automations without coding, providing actionable alerts to help sales teams work faster and focus on building pipeline and closing deals.
Benefit: Increases efficiency by automating routine tasks and ensuring critical information is not overlooked.
Data Hygiene
Description: Ensures that sales reps maintain accurate and up-to-date information in Salesforce by automatically nudging them to update missing or outdated data.
Benefit: Improves the quality of sales data, leading to more accurate forecasting and decision-making.
Real-time Coaching
Description: Provides real-time context about the sales pipeline, allowing managers to coach reps and update deals instantly.
Benefit: Enhances sales performance by enabling timely interventions and adjustments.
Forecasting Accuracy
Description: Ensures that sales forecasts are based on accurate and up-to-date data, improving the reliability of sales predictions.
Benefit: Increases confidence in sales forecasts, aiding in strategic planning and resource allocation.
Ease of Use
Description: Offers an intuitive interface for creating automations, making it easy for users to set up and manage without technical expertise.
Benefit: Empowers sales teams to customize their workflows quickly and efficiently.
Deal Inspection
Scratchpad's Deal Inspection provides detailed visibility into sales deals, allowing sales leaders to spot risks and understand changes in real-time.
Features
Quick Inspection
Description: Enables users to quickly inspect deals, understand changes, and ensure adherence to sales processes with a few clicks.
Benefit: Saves time and enhances decision-making by providing rapid insights into deal status.
Change Highlighting
Description: Highlights changes in the sales pipeline, such as shifts in deal value or stage, providing a clear view of what has changed and why.
Benefit: Improves transparency and allows for proactive management of sales opportunities.
Audit History
Description: Provides a complete audit trail of all activities and changes made to deals, allowing for detailed inspection and risk assessment.
Benefit: Enhances accountability and enables thorough analysis of sales activities.
Conditional Highlighting
Description: Allows users to set conditions for tracking deals, such as stage progression or expired close dates, and highlights deals that meet these conditions.
Benefit: Facilitates targeted management of deals, ensuring that critical opportunities are prioritized.
Data Presentation
Description: Presents sales data in an easy-to-understand format, making it simple to identify trends and issues.
Benefit: Improves clarity and aids in strategic decision-making by providing a clear view of sales performance.
Sales Forecasting
Scratchpad's Sales Forecasting offers a simple, reliable way to track and predict sales performance, integrating seamlessly with Salesforce for real-time updates.
Features
Predictive Insights
Description: Provides insights into sales performance, helping users understand changes in the forecast and prevent unexpected drops in pipeline coverage.
Benefit: Increases predictability and reduces uncertainty in sales forecasting.
Waterfall Analytics
Description: Offers detailed analytics on forecast changes, allowing users to identify risks and understand the reasons behind changes.
Benefit: Enhances strategic planning by providing a clear understanding of forecast dynamics.
Trends Analytics
Description: Utilizes past sales performance to create visual forecasts, helping users track deal progression and assess sales targets.
Benefit: Improves confidence in meeting sales targets by providing a historical perspective on sales trends.
Rollups
Description: Provides a comprehensive view of team deals, allowing for detailed analysis of sales regions, teams, and individual performance.
Benefit: Facilitates effective sales management by providing a holistic view of sales activities.
Daily Snapshots
Description: Captures daily data across reps, teams, and activities, providing a historical record of pipeline changes for review and analysis.
Benefit: Supports long-term analysis and performance evaluation by maintaining a detailed record of sales activities.
Sales Process Compliance Software
Scratchpad's Sales Process Compliance Software simplifies sales process adherence, ensuring that sales reps follow established guidelines and maintain data hygiene.
Features
Ease of Adoption
Description: Simplifies the sales process for reps by reducing the number of steps and clicks required to update Salesforce, making it easier to follow established processes.
Benefit: Increases compliance with sales processes, leading to more consistent sales performance.
Simplified Process
Description: Reduces the complexity of sales processes by providing a streamlined interface for updating necessary fields directly from one view.
Benefit: Enhances efficiency and reduces the burden on sales reps, encouraging adherence to processes.
Automated Nudges
Description: Uses Slack automations to remind reps to update missing information and follow sales methodologies, ensuring process adherence.
Benefit: Improves data accuracy and process compliance by providing timely reminders to sales reps.
Conditional Highlights
Description: Identifies deals missing critical information using conditional highlights, allowing reps to quickly update their pipeline.
Benefit: Ensures that all necessary information is captured, improving data quality and decision-making.
User-Friendly Interface
Description: Offers a user-friendly interface that is well-received by sales teams, making it easy to manage pipeline and notes in Salesforce.
Benefit: Increases user satisfaction and adoption, leading to better sales process management.
Quantitative Benefits
"4.8 from 1,470+ G2 reviews"
"4-7 hours a week have been given back to me with this tool."
Source: Scratchpad Command
Testimonials
"Scratchpad is essential and the most efficient way to keep Salesforce up to date. It's SOOO fast and customizable giving me more time to sell and more time with my family! It's SUPER important to capture data in Salesforce and Scratchpad removes the chore involved with making Salesforce updates."
Brad Brower, North America Sales Manager at Avalara
"Saved me tons of time managing my pipeline. I have been able to more efficiently track how I am doing as an IC and even my managers have been able to pull up views of my pipe during our 1:1s using scratchpads and talk about it that way as well."
Christopher McDonough, Account Executive at Regal Voice
"Now being able to have the images, notes, and all syncing in one spot that I can cut down on the wasted time and get back to selling."
Justin Green, Sales Manager at Comexi
"Scratchpad offers an easy way to keep all your thoughts in one place as you can just click 'command J' to quickly open a Scratchpad window and update your pipeline fields as you go."
Hollie Wood, Customer Success Manager at Cognism
"Scratchpad saves me a ton of time on double entry, extra clicks, sifting through Salesforce, and updating spreadsheets. It allows my manager to see what I'm doing in real time so they don't have to ask me about it over slack or in person."
Christian Barfuss, Account Executive at Divvy
"Scratchpad has solved my #1 problem as a rep – PIPELINE HYGIENE. You can jump into any opp and change close dates, next steps and opp amounts from your entire pipeline list AT ONCE. No more opening 50 tabs to update pipeline 1 opp at a time."
Matt Lefrandt, New Business at Route
"Love that the Inbox provides a collaborative space for AEs and Sales Leaders."
Anja Logan, Sr. Enablement Manager at Vidyard
Source: No-code Salesforce Automations
"Scratchpad Automations are awesome for making sure that things get done when they're supposed to get done."
Alex Miller, Director of RevOps at Medallion
Source: No-code Salesforce Automations
"Scratchpad Automations simplifies workflows and puts it all in one place for the reps to manage."
Shashank Mishra, RevOps Manager at Mixpanel
Source: No-code Salesforce Automations
"Being able to trigger things from the Studio is really good."
David Lovell, GTM & Sales Ops at Senseon
Source: No-code Salesforce Automations
"If you're managing a team where you're looking after 10 or more reps, you can't have your finger in all deals. Scratchpad gives you the ability to do that and coach better."
Bradley Franks, Head of Sales at BeApplied
Source: Deal Inspection
"My most beloved AE loves this and so do I. Scratchpad allows me to fly through reports, inspecting pipeline and salesforce accuracy while coaching and policing data hygiene along the way."
Nate Henry, VP of Channel Resellers at Birdeye
Source: Deal Inspection
"Scratchpad's forecasting presents the data in a way that makes it easy to identify what's going on."
Andrew Morton, CRO at UserVoice
Source: Deal Inspection
"It's one snapshot, in one screen, that gives me the ability to see where we're at in terms of revenue and address everything. I love it!"
Peter M, Sr. Director of Sales at Virtek Vision International
Source: Deal Inspection
"We've seen significant improvements in forecast accuracy since rolling out Scratchpad. It's a necessary tool across the sales leadership team (and our reps love it too)."
Greg DelGenio, CRO at Plative
Source: Deal Inspection
"I can now trust my data as I know reps are constantly updating their opportunities. Better forecasting. Better visibility into deals. Better chance of closing deals."
Greg Wright, Former Chief Sales Officer at eFileCabinet
Source: Sales Forecasting for Salesforce
"If you're managing a team where you're looking after 10 reps, you can't have your finger in all deals. Scratchpad gives you the ability to do that and coach better."
Bradley Franks, Head of Sales at BeApplied
Source: Sales Forecasting for Salesforce
"Elegance in simplicity. Forecast is more accurate, no deals get missed, data is updated quickly and in real-time from the field."
Saam Fouladgar, CEO at Evolve
Source: Sales Forecasting for Salesforce
"Scratchpad forecasting gives me the fastest, easiest way to understand pipeline coverage, track rep performance, and know where I can help, so that we can more predictably hit our targets. My team is more aware of the number they're committed to and how to get there, enabling them to call their numbers with greater accuracy and confidence. The visibility Scratchpad Forecasting provides into my team is a game changer!"
Roland Skreslet, VP of Sales at Promoboxx
Source: Sales Forecasting for Salesforce
"Scratchpad is a fan favorite here at Sendoso. It was actually our AEs and frontline sales managers who organically adopted it initially, and I was elated they were so enthusiastic about a tool that helps them keep pipeline/notes clean in Salesforce. We've since expanded this to any internal group that manages/owns records in SFDC, including CSM, Account Management, Onboarding, etc. Scratchpad has been a big boost in getting some newer less SFDC-savvy teams using CRM."
Alex Miller, Director of RevOps at Sendoso
"I would highly recommend Scratchpad. It is a game-changer. Pipeline hygiene was a huge issue at my org. With Scratchpad it is now no longer an issue. The support is amazing, the team leads training, and the new features that are launching are always relevant!"
Ben Butler, GTM Productivity Manager at Brex
"From a RevOps perspective, Scratchpad drives adoption. It's super easy to create templates for things I want to capture. There are no vendors or platforms similar or do the same things with the ease and speed."
Rosalyn Santa Elena, Founder & Chief Revenue Operations Officer at The RevOps Collective
"Scratchpad helps us move opportunities through the pipeline way more efficiently and effectively and in a friendlier way than AE's were previously trying to do with just Salesforce. For them, Scratchpad is actually fun to use which makes them want to move their deals through the pipeline. If Scratchpad were removed, I think people would legitimately be upset. This is how salespeople will interact with Salesforce in the future at nearly every single company."
Victor Schwenoha, GTM Operations at Vanta
"I brought Scratchpad in after seeing folks talk about it on LinkedIn. It was easy to set up and now we're paying for it across our entire team. Scratchpad is great for adding information off any page using the command+J function. Forecasting 1:1s with reps by pulling up reports and also using command+J function to edit core fields (i.e. Next Steps, etc.) is a huge benefit. Scratchpad provides in-line editing that's wider than what you get from Salesforce's List View. You can easily create and share templates to the team as well as creating notes from a Google Calendar event."
Jeff Ignacio, Growth & Revenue Operations at UpKeep
"Good ops teams should be figuring out how to make it easier for salespeople to sell and enablement is about providing the training, guidance, and coaching to make sales teams really effective. When you have an ops team and an enablement team that have sold before and have had any element of empathy for salespeople, it's a no-brainer to buy Scratchpad."
Jonas Taylor, GTM Enablement Effectiveness at Lattice
"The correlation that sold me was the people using Scratchpad were the ones with the most accurate forecasts, the ones updating next steps, and they had deals in the right sales stage. That information is crucial."
Michelle Adams, CRO at Algolia
Source: Sales Pipeline Reviews
"As Chief Revenue Officer 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!"
Scott Kiever, CRO at Amino
Source: Sales Pipeline Reviews
"I'd recommend anyone using Salesforce that hasn't tried SCRATCHPAD to check them out. I wish I'd been introduced to their UX a long time ago. 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!"
Mark Tapscott, Director of International Sales at Wallbox
Source: Sales Pipeline Reviews
"With Scratchpad we were able to drive the desired behaviors and get key insights with CoM + MEDDPICC + Forecast inputs to help drive predictability, and our team didn't need to take on a change management effort because salespeople already loved using the product. Scratchpad was also launched to help with our AE and SDR teams jointly collaborating on outbound and territory management."
Joe Morrissey, CRO at Segment
Source: Sales Pipeline Reviews
"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."
Saura Johnston, Enterprise Account Executive at Unknown
Source: Scratchpad Command
"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."
Matt McSpiritt, Account Executive at Segment
Source: Scratchpad Command
"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."
Mitch Miller, Account Executive at Talkdesk
Source: Scratchpad Command
"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!"
Starlyn Snitko, Account Executive at Productboard
Source: Scratchpad Command
Customer Stories
Avalara
Problem: Inefficient process of updating Salesforce
Value Add: Scratchpad provided a fast and customizable way to keep Salesforce up to date, removing the chore involved with making Salesforce updates.
Outcome: More time to sell and more time with family, while efficiently capturing data in Salesforce.
Regal Voice
Problem: Inefficient pipeline management
Value Add: Scratchpad provided efficient tracking of individual contributor performance and enabled managers to pull up pipeline views during 1:1s.
Outcome: Saved tons of time managing pipeline and improved efficiency in tracking performance.
Comexi
Problem: Wasted time managing sales information across multiple platforms
Value Add: Scratchpad provided a single spot to sync images, notes, and all sales information.
Outcome: Reduced wasted time and allowed more focus on selling.
Cognism
Problem: Difficulty in keeping thoughts organized and updating pipeline fields
Value Add: Scratchpad offered an easy way to keep all thoughts in one place with quick access through 'command J' to update pipeline fields.
Outcome: Improved organization of thoughts and easier pipeline management.
Divvy
Problem: Time-consuming double entry, extra clicks, and updating spreadsheets
Value Add: Scratchpad consolidated data entry and provided real-time visibility for managers.
Outcome: Saved a ton of time on data entry and improved communication with managers.
Route
Problem: Poor pipeline hygiene and inefficient process of updating opportunities
Value Add: Scratchpad allowed bulk updating of close dates, next steps, and opportunity amounts for the entire pipeline at once.
Outcome: Solved the #1 problem of pipeline hygiene, eliminating the need to open multiple tabs to update pipeline one opportunity at a time.
BeApplied
Problem: Managing a large sales team with limited visibility into all deals
Value Add: Scratchpad provided the ability to have visibility into all deals and coach better
Outcome: Improved ability to manage and coach a team of 10 or more reps by having better visibility into all deals
Source: Deal Inspection
Birdeye
Problem: Difficulty in efficiently inspecting pipeline and maintaining Salesforce accuracy
Value Add: Scratchpad allowed for quick navigation through reports, inspecting pipeline, and maintaining data hygiene
Outcome: Improved efficiency in pipeline inspection, coaching, and maintaining Salesforce accuracy
Source: Deal Inspection
UserVoice
Problem: Difficulty in identifying what's going on in the sales pipeline
Value Add: Scratchpad's forecasting presented data in an easy-to-understand way
Outcome: Improved ability to identify and understand pipeline status
Source: Deal Inspection
Virtek Vision International
Problem: Lack of a comprehensive view of revenue and sales status
Value Add: Scratchpad provided a single snapshot view of revenue and all necessary information
Outcome: Improved ability to see and address revenue status in one screen
Source: Deal Inspection
Plative
Problem: Inaccurate sales forecasting
Value Add: Scratchpad provided a necessary tool for sales leadership and reps
Outcome: Significant improvements in forecast accuracy
Source: Deal Inspection
eFileCabinet
Problem: Lack of trust in sales data and visibility into deals
Value Add: Scratchpad ensures reps are constantly updating their opportunities
Outcome: Better forecasting, improved visibility into deals, and increased chance of closing deals
Source: Sales Forecasting for Salesforce
Evolve
Problem: Inaccurate forecasts and missed deals
Value Add: Scratchpad provides elegance in simplicity with quick and real-time data updates
Outcome: More accurate forecasts, no missed deals, and faster data updates from the field
Source: Sales Forecasting for Salesforce
Promoboxx
Problem: Difficulty in understanding pipeline coverage and tracking rep performance
Value Add: Scratchpad forecasting provides fast and easy way to understand pipeline and track performance
Outcome: More predictable target hitting, greater accuracy and confidence in calling numbers, and improved visibility into the team
Source: Sales Forecasting for Salesforce
Sendoso
Problem: Keeping pipeline and notes clean in Salesforce
Value Add: Scratchpad provided an enthusiastic tool adoption that helps keep pipeline and notes clean in Salesforce
Outcome: Expanded usage to any internal group that manages/owns records in SFDC, including CSM, Account Management, Onboarding, etc. Scratchpad has been a big boost in getting some newer less SFDC-savvy teams using CRM.
Brex
Problem: Pipeline hygiene was a huge issue
Value Add: Scratchpad solved the pipeline hygiene issue
Outcome: Pipeline hygiene is no longer an issue. The support is amazing, the team leads training, and the new features that are launching are always relevant.
Vanta
Problem: Inefficient and ineffective movement of opportunities through the pipeline
Value Add: Scratchpad provided a more efficient and effective way to move opportunities through the pipeline in a friendlier way than AE's were previously trying to do with just Salesforce
Outcome: AEs find Scratchpad fun to use, which makes them want to move their deals through the pipeline. The company believes this is how salespeople will interact with Salesforce in the future at nearly every single company.
UpKeep
Problem: Difficulty in adding information, forecasting, and editing core fields efficiently
Value Add: Scratchpad provided easy information addition, efficient forecasting, and in-line editing capabilities
Outcome: The entire team is now using Scratchpad. It offers benefits such as adding information off any page using the command+J function, efficient forecasting 1:1s with reps, editing core fields easily, and creating and sharing templates with the team.
Lattice
Problem: Making it easier for salespeople to sell and providing effective training, guidance, and coaching
Value Add: Scratchpad simplified the sales process and provided tools for effective sales operations
Outcome: The company sees Scratchpad as a no-brainer purchase for ops teams and enablement teams that have sold before and have empathy for salespeople.
Algolia
Problem: Inaccurate forecasts and deal information
Value Add: Scratchpad helped improve forecast accuracy, update next steps, and ensure deals were in the right sales stage
Outcome: The people using Scratchpad were the ones with the most accurate forecasts, updating next steps, and had deals in the right sales stage, which was crucial information for the CRO
Source: Sales Pipeline Reviews
Amino
Problem: Inefficient account management and deal updates
Value Add: Scratchpad made it easy to manage accounts and offered a more efficient way of putting in updates in real-time
Outcome: The CRO uses Scratchpad every day, and the sales team loves it for its efficiency in managing accounts and updating information
Source: Sales Pipeline Reviews
Wallbox
Problem: Unintuitive interaction with Salesforce and team management
Value Add: Scratchpad provided a more intuitive and faster experience than any version of Salesforce
Outcome: The Director of International Sales recommends Scratchpad to anyone using Salesforce, highlighting its intuitive UX and faster experience for interacting with Salesforce and managing teams
Source: Sales Pipeline Reviews
Segment
Problem: Lack of predictability and collaboration between AE and SDR teams
Value Add: Scratchpad helped drive desired behaviors and get key insights with CoM + MEDDPICC + Forecast inputs without requiring a change management effort
Outcome: Improved predictability in sales, and enhanced collaboration between AE and SDR teams on outbound and territory management
Source: Sales Pipeline Reviews
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