Scratchpad Features

Compiles data from a breadth of either internal or external sources. This feature was mentioned in 42 Scratchpad reviews.

Enables user to communicate data by securely exporting and sharing it. 42 reviewers of Scratchpad have provided feedback on this feature.

Allows users to view data visualizations on several devices. 38 reviewers of Scratchpad have provided feedback on this feature.

Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. 46 reviewers of Scratchpad have provided feedback on this feature.

Enables user to segment customer or prospect data in meaningful ways such as by industry or region. 40 reviewers of Scratchpad have provided feedback on this feature.

Provides scores or rankings of each prospect based on the data provided. 39 reviewers of Scratchpad have provided feedback on this feature.

Provides insights to determine which deals already in the pipeline have the best chance of closing. 39 reviewers of Scratchpad have provided feedback on this feature.

Warns sales teams of accounts that may be at risk of being lost. This feature was mentioned in 38 Scratchpad reviews.

Provides live customer data so that sales organizations forecasts stay current. This feature was mentioned in 43 Scratchpad reviews.

Based on 46 Scratchpad reviews. Updates every time a change is made enabling users to trace a deal through the pipeline.

As reported in 40 Scratchpad reviews. Enables competition between a sales team by providing things like challenges and scoreboards.

Provides insightful data at the account level to arm salespeople with the most relevant information possible. 41 reviewers of Scratchpad have provided feedback on this feature.

Based on 43 Scratchpad reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication.

Organizes knowledge from fellow sales representatives and other experienced employees for reference.

Offers content and training for new hires within the tool.

Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes.

Records users' practice or live pitches for future reference and improvement.

Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.

Provides a scorecard to display team and/or individual performance.

Allows managers to utilize and snapshot scorecards to coach new hires and assign action items.

Projects team sales performance publicly to reward and motivate employees.

Updates sales data in real-time so as to help teams remain close to their goals.

Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction.

Motivates employees by creating time-sensitive competititons that drive performance.

Automatically recognizes achievements that should be added to the leaderboard. 148 reviewers of Scratchpad have provided feedback on this feature.

Highlights top-performing employees to publicly reward their achievements. 131 reviewers of Scratchpad have provided feedback on this feature.

Generates reports with customizable fields to further understand employee performance. 262 reviewers of Scratchpad have provided feedback on this feature.

Based on 264 Scratchpad reviews. Visualizes individual and team insights such as new leads and outbound calls.

Allows teams to set trackable goals within the tool. 167 reviewers of Scratchpad have provided feedback on this feature.

As reported in 282 Scratchpad reviews. Integrates with CRM and financial systems to help determine goals

Organizes team members by roles, activities and objectives and weighs tasks by importance. This feature was mentioned in 149 Scratchpad reviews.

Allows managers and administrators to peruse profiles and monitor employee behavior and performance. This feature was mentioned in 145 Scratchpad reviews.

Offers a chatbot to initiate and carryout inital conversations with prospects and leads. 53 reviewers of Scratchpad have provided feedback on this feature.

As reported in 61 Scratchpad reviews. Automatically calculates which leads are the most likely to become a customer.

Automatically contacts all leads. 72 reviewers of Scratchpad have provided feedback on this feature.

As reported in 61 Scratchpad reviews. Utilizes natural language processing to set up meetings.

Based on 168 Scratchpad reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Based on 162 Scratchpad reviews. Automates the entry of collected data.

Based on 124 Scratchpad reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

As reported in 68 Scratchpad reviews. Provides real-time coaching to sales representatives.

Tracks and analyzes sales representative performance. 81 reviewers of Scratchpad have provided feedback on this feature.

Measure return on investment and leverage data to predict profitability of future projects. This feature was mentioned in 75 Scratchpad reviews.

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. 111 reviewers of Scratchpad have provided feedback on this feature.

As reported in 182 Scratchpad reviews. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.

Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. 116 reviewers of Scratchpad have provided feedback on this feature.

Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. 100 reviewers of Scratchpad have provided feedback on this feature.

Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. This feature was mentioned in 85 Scratchpad reviews.

Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. 194 reviewers of Scratchpad have provided feedback on this feature.

As reported in 130 Scratchpad reviews. Integrates with calendar software so users can seamlessly schedule calls.

Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. This feature was mentioned in 148 Scratchpad reviews.

Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. This feature was mentioned in 143 Scratchpad reviews.

Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. 171 reviewers of Scratchpad have provided feedback on this feature.

Based on 155 Scratchpad reviews. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.

As reported in 118 Scratchpad reviews. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.

Provides gamifaction features to rank sales reps on performance 96 reviewers of Scratchpad have provided feedback on this feature.

Records sales calls and facilitates playback

Utilizes machine learning technology to analyze recorded sales calls

Analyzes or facilitates the analysis of recorded and stored sales calls for insight

Leverages analytics to qualify and score calls in real time

Leverages technology to rate or "read" recordings to determine the impact of sales calls

Transcribes sales calls from speech to text

Utilizes artificial intelligence technology to discover insights within recorded sales calls

Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. This feature was mentioned in 129 Scratchpad reviews.

Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage 110 reviewers of Scratchpad have provided feedback on this feature.

Based on 95 Scratchpad reviews. Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations

Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. This feature was mentioned in 94 Scratchpad reviews.

Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior. 95 reviewers of Scratchpad have provided feedback on this feature.

As reported in 17 Scratchpad reviews. Allows users to generate text based on a text prompt.

As reported in 17 Scratchpad reviews. Condenses long documents or text into a brief summary.

Condenses long documents or text into a brief summary.

Condenses long documents or text into a brief summary.

Based on 74 Scratchpad reviews. Allows users to generate text based on a text prompt.

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives