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.

Pricing

Pricing Starts At:
$19 per user per month
Pricing Information:
Billed annually
Free Version:
Yes

Integrations

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Company Details

Company:
Scratchpad
Year Founded:
2019
Headquarters:
United States
Website:
scratchpad.com

Media

Scratchpad Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Documentation
Customer Support
Online

Scratchpad Features and Options

Sales Performance Management Software

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

Field Sales Software

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

Scratchpad User Reviews

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