Scratchpad Description
Salesforce is a great database but it's slow to load and requires too many clicks. It also has too many tabs. You can do your work in a spreadsheet. Keep sales notes and to-do lists separate in other apps. Then, you can block time on your calendar for copying and pasting the information back into Salesforce. Is this the best way to work? We disagree! Scratchpad was the first workspace designed for sales. Every interaction with account executives was designed to be fast. Scratchpad integrates sales notes, spreadsheets and tasks with Kanban boards, search, collaboration and sales process adherence into one intuitive workspace. It is connected to Salesforce to eliminate double work and unnecessary tabs. Every click is important when there are hundreds or even thousands of tasks to be completed each day. Scratchpad brings together notes, tasks, customer context, emails, and activity history in one view. You can now see the whole picture without switching between tabs and take action.
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