[ Scratchpad Reviews ](https://www.g2.com/products/scratchpad/reviews) [ Scratchpad Reviews ](https://www.g2.com/products/scratchpad/reviews) # Scratchpad Features ##### ## Data Sourcing (5) Data Sourcing Compiles data from a breadth of either internal or external sources. Exporting & Sharing Data Enables user to communicate data by securely exporting and sharing it. Multi-Device Data Visualization Allows users to view data visualizations on several devices. Interactive Dashboards Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. Data Segmentation Enables user to segment customer or prospect data in meaningful ways such as by industry or region. Show More ##### ## Predictive Analytics (4) Lead Scoring Provides scores or rankings of each prospect based on the data provided. Opportunity Scoring Provides insights to determine which deals already in the pipeline have the best chance of closing. Risk Analysis Warns sales teams of accounts that may be at risk of being lost. Live Forecasting Provides live customer data so that sales organizations forecasts stay current. Show More ##### ## Sales Management (4) Live Pipeline Management Updates every time a change is made enabling users to trace a deal through the pipeline. Sales Gamification Enables competition between a sales team by providing things like challenges and scoreboards. Account-Based Analytics Provides insightful data at the account level to arm salespeople with the most relevant information possible. Activity Tracking Enables sales managers to stay on top of their team activities by providing visibility into customer communication. Show More ##### ## Training (4) Knowledge Base Organizes knowledge from fellow sales representatives and other experienced employees for reference. Coaching Materials Offers content and training for new hires within the tool. Playbook Creation Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes. Video Record Records users' practice or live pitches for future reference and improvement. Show More ##### ## Feedback (7) Review Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement. Scorecard Provides a scorecard to display team and/or individual performance. Coaching Card Allows managers to utilize and snapshot scorecards to coach new hires and assign action items. Leaderboard Projects team sales performance publicly to reward and motivate employees. Real-Time Updates Updates sales data in real-time so as to help teams remain close to their goals. Notifications Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction. Competition Motivates employees by creating time-sensitive competititons that drive performance. Show More ##### ## Incentives (2) Triggers Automatically recognizes achievements that should be added to the leaderboard. Leaderboards Highlights top-performing employees to publicly reward their achievements. Show More ##### ## Personalization (3) Custom Reports Generates reports with customizable fields to further understand employee performance. Dashboards Visualizes individual and team insights such as new leads and outbound calls. Goal Setting Allows teams to set trackable goals within the tool. Show More ##### ## Administrative (3) Integration Integrates with CRM and financial systems to help determine goals Employee Structure Organizes team members by roles, activities and objectives and weighs tasks by importance. Behavior Monitoring Allows managers and administrators to peruse profiles and monitor employee behavior and performance. Show More ##### ## Lead Facilitation (4) Customer-facing Chatbot Offers a chatbot to initiate and carryout inital conversations with prospects and leads. Lead Qualification Automatically calculates which leads are the most likely to become a customer. Lead Follow-up Automatically contacts all leads. Meeting Scheduling Utilizes natural language processing to set up meetings. Show More ##### ## Organization (3) Opportunity and Pipeline Management 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. Data Entry Automates the entry of collected data. Integrations / APIs 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. Show More ##### ## Performance Analysis (2) Coaching Provides real-time coaching to sales representatives. Peformance Tracking Tracks and analyzes sales representative performance. Show More ##### ## Sales Analysis (2) ROI Forecasting Measure return on investment and leverage data to predict profitability of future projects. Sales Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Show More ##### ## Integrated Workflows (7) Task Management Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. Email Tracking/Automation Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. Calls and Voice Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. Other Outreach Options Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. CRM Integration 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. Calendar Integrates with calendar software so users can seamlessly schedule calls. Shared Records Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. Show More ##### ## Repeatability and Reportability (5) Content Management Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. Workflow Management Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. Workflow Performance Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. Sales Coaching and Insights Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. Gamification Provides gamifaction features to rank sales reps on performance Show More ##### ## Call Analytics (4) Call Recording Records sales calls and facilitates playback Machine Learning Utilizes machine learning technology to analyze recorded sales calls Call Analysis Analyzes or facilitates the analysis of recorded and stored sales calls for insight Lead Qualification Leverages analytics to qualify and score calls in real time Show More ##### ## Artificial Intelligence - Conversation Intelligence (3) Customer Scoring Leverages technology to rate or "read" recordings to determine the impact of sales calls Speech-to-Text Transcribes sales calls from speech to text Sentiment Analysis Utilizes artifical intelligence to analyze emotional tone and interactions in a conversation Show More ##### ## AI and Automation (5) Lead Prioritization Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. Lead Scoring Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage Best Time of Day Scheduling Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations Buyer Intelligence Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. Machine Learning Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior. Show More ##### ## Generative AI (5) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Agentic AI - Sales Performance Management (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Sales Analytics (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Sales Coaching (4) Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Sales Engagement (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - AI Sales Assistant (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Conversation Intelligence (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Productivity Bots (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Decision Making Makes informed choices based on available data and objectives Show More ## Top-Rated Alternatives [ ![HubSpot Sales Hub](https://images.g2crowd.com/uploads/product/hd_favicon/4197737e447f044e17be1a5ebb4ba193/hubspot-sales-hub.svg "HubSpot Sales Hub") HubSpot Sales Hub 4.4/5 (13,237) ](https://www.g2.com/products/hubspot-sales-hub/reviews) [ ![Clari](https://images.g2crowd.com/uploads/product/hd_favicon/325c3df8553cee1b8ab793d8f3dfa14a/clari.svg "Clari") Clari 4.6/5 (5,499) ](https://www.g2.com/products/clari/reviews) [ ![Weflow](https://images.g2crowd.com/uploads/product/hd_favicon/4c96ae730dbe4a528c91742a0e2c7d22/weflow.svg "Weflow") Weflow 4.6/5 (120) ](https://www.g2.com/products/weflow/reviews) [ View All Alternatives ](https://www.g2.com/products/scratchpad/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Call Recording](/glossary/call-recording-definition) What is call recording and why is it important as a software feature? Our G2 guide can help you understand call recording and popular software with call recording features. [Machine Learning](/glossary/machine-learning-definition) What is machine learning and why is it important as a software feature? Our G2 guide can help you understand machine learning and popular software with machine learning features. Scratchpad Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_99ff0672c142d385655f69866e2676c7/weflow.png "Product Avatar Image") Weflow 4.6/5 (121) [ Compare Now ](https://www.g2.com/compare/scratchpad-vs-weflow) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_92f791c125019514c13f2138425a640b/hubspot-sales-hub.png "Product Avatar Image") HubSpot Sales Hub 4.4/5 (13,841) [ Compare Now ](https://www.g2.com/compare/hubspot-sales-hub-vs-scratchpad) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_639496e43ff3c84b8ca5dfb97a425de2/clari.png "Product Avatar Image") Clari 4.6/5 (5,605) [ Compare Now ](https://www.g2.com/compare/clari-vs-scratchpad) ##### Categories on G2 [ AI Sales Assistant ](https://www.g2.com/categories/ai-sales-assistant)[ Sales Engagement ](https://www.g2.com/categories/sales-engagement)[ Conversation Intelligence ](https://www.g2.com/categories/conversation-intelligence) [ Sales Analytics ](https://www.g2.com/categories/sales-analytics)[ Sales Performance Management ](https://www.g2.com/categories/sales-performance-management)[ Sales Coaching ](https://www.g2.com/categories/sales-coaching)[ Productivity Bots ](https://www.g2.com/categories/productivity-bots) Show More ##### Explore More [ Which account-based platform has the best integrations ](https://www.g2.com/discussions/which-account-based-orchestration-platforms-offer-the-best-integrations)[ Best workforce software for productivity tracking ](https://www.g2.com/discussions/best-workforce-software-for-productivity-tracking)[ Which ABM analytics solution is best for revenue growth tracking? ](https://www.g2.com/discussions/which-abm-analytics-solution-is-best-for-revenue-growth-tracking) [ Which financial data APIs platforms offer straightforward integration without requiring significant engineering rework? ](https://www.g2.com/discussions/which-financial-data-apis-platforms-offer-straightforward-integration-without-requiring-significant-engineering-rework)[ What is the top-rated screen and video capture software for enterprises? ](https://www.g2.com/discussions/what-is-the-top-rated-screen-and-video-capture-software-for-enterprises)[ Pros and Cons Details ](https://www.g2.com/products/scratchpad/reviews?qs=pros-and-cons) Show More [ Which account-based platform has the best integrations ](https://www.g2.com/discussions/which-account-based-orchestration-platforms-offer-the-best-integrations)[ Best workforce software for productivity tracking ](https://www.g2.com/discussions/best-workforce-software-for-productivity-tracking)[ Which ABM analytics solution is best for revenue growth tracking? ](https://www.g2.com/discussions/which-abm-analytics-solution-is-best-for-revenue-growth-tracking) [ Which financial data APIs platforms offer straightforward integration without requiring significant engineering rework? ](https://www.g2.com/discussions/which-financial-data-apis-platforms-offer-straightforward-integration-without-requiring-significant-engineering-rework)[ What is the top-rated screen and video capture software for enterprises? ](https://www.g2.com/discussions/what-is-the-top-rated-screen-and-video-capture-software-for-enterprises)[ Pros and Cons Details ](https://www.g2.com/products/scratchpad/reviews?qs=pros-and-cons)