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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

While Salesforce serves as an effective database, it tends to be slow, necessitating excessive clicks and numerous browser tabs for daily tasks. Consequently, many users resort to spreadsheets for their work, jotting down sales notes and managing to-do lists in different applications, which leads to scheduling time on their calendars solely for the purpose of transferring information back into Salesforce. Is this truly the most efficient approach? We argue that it is not! Enter Scratchpad, the first workspace uniquely crafted for sales professionals. Every feature and interaction has been thoughtfully designed with account executives in mind, prioritizing speed and convenience. Scratchpad seamlessly integrates sales notes, spreadsheets, tasks, Kanban boards, search functionalities, collaboration tools, and adherence to sales processes within a single, user-friendly workspace that links directly to Salesforce, thereby eradicating the need for multiple tabs and redundant efforts. With a plethora of tasks to manage daily, minimizing clicks is essential; Scratchpad consolidates notes, tasks, and customer information—including emails, calendar events, and activity logs—into an easily digestible view. This innovative solution eliminates the hassle of toggling between tabs, providing users with a comprehensive overview to facilitate prompt action. Ultimately, Scratchpad aims to revolutionize how sales professionals work, making their processes smoother and more efficient.

Description

Xembly simplifies the complexities of scheduling by making it as straightforward as sending a message through email or Slack. Acting like a highly efficient executive assistant, Xembly adapts to your preferences and fine-tunes your calendar accordingly. It also ensures that everyone stays informed and accountable by sending notes after meetings. With Xembly, there's no need to sift through a transcript; it automatically captures essential meeting details, creates clear notes, and summarizes the action items that truly matter. The challenge with traditional to-do lists is that they often remain unaddressed, leading to a situation where your productive hours are consumed by others' meetings. Xembly proactively manages your to-do list and reserves time on your calendar to ensure those tasks are completed. As a result, your calendar will accurately mirror your priorities and what you deem important. We recognize that your work is significant, innovative, and valuable, while the administrative tasks tied to it may not be as engaging. That’s why we developed Xembly—to give you the freedom to concentrate on the impactful work while we handle the administrative details for you, letting you reclaim your time for what truly matters. By streamlining these processes, Xembly empowers you to maximize your productivity and achieve your goals effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Slack
Ashby
GenRocket
Google Calendar
Google Chrome
Google Meet
Jira
Notion
Zoom

Integrations

Salesforce
Slack
Ashby
GenRocket
Google Calendar
Google Chrome
Google Meet
Jira
Notion
Zoom

Pricing Details

$19 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Scratchpad

Founded

2019

Country

United States

Website

scratchpad.com

Vendor Details

Company Name

Xembly

Country

United States

Website

www.xembly.com

Product Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Product Features

Productivity

Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat

Alternatives

Alternatives

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