--- title: Scratchpad Reviews meta_title: 'Scratchpad Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1493 reviews by the users' company size, role or industry to find out how Scratchpad works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 1493 scale: '5' date_modified: '2026-07-21' parent_category: name: Sales Acceleration url: https://www.g2.com/categories/sales-acceleration --- # Scratchpad Reviews **Vendor:** Scratchpad **Category:** [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) **Average Rating:** 4.8/5.0 **Total Reviews:** 1,493 ## About Scratchpad Scratchpad: The AI workspace for sales Remove admin work. Execute flawlessly. Win more deals. Scratchpad is the AI workspace built for sales. It removes admin work for sellers and drives strategy and execution on every deal — automated before and after every call. Sellers use Scratchpad to: - Update Salesforce fields from calls, emails, and notes - Take structured notes tied to opportunities and accounts - Draft follow-ups, business cases, and handoff docs - Review deals, surface risks, and prep for next steps - Qualify pipeline consistently with MEDDIC, SPICED, or custom criteria - The Scratchpad Notetaker — the best desktop note taker for sales — captures live calls and syncs insights straight to Salesforce. With robust integrations across Zoom, Gong, Meet, and more, Scratchpad fits into your workflows. Trusted by high-performance teams at Brex, Clio, Cognism, Crunchbase, Cursor, Dialpad, MaintainX, Settle, Vercel, and Verkada — Scratchpad helps reclaim selling capacity for sellers and gives leaders the visibility they need to run their business. Clearskies: The context layer for revenue AI Clearskies is Scratchpad's context layer for revenue teams using AI. It connects your CRM, call transcripts, email, calendar, and Slack into a single Customer Context Graph — so when your team asks Claude, ChatGPT, or any AI about a deal, an account, or the pipeline, the answer is built from every source, not just one. Sales leaders use Clearskies to: - Get pre-call briefs that pull from every system — not just the CRM - Detect pipeline risk across all channels, not just stalled CRM stages - Run win-loss analysis from actual calls and emails, not disposition codes - Surface coaching moments from every rep call with timestamps - Keep the CRM updated automatically after every interaction - Qualify deals against MEDDPICC or custom criteria using real signals Clearskies works with Salesforce, HubSpot, Gong, Slack, Google Workspace, and Microsoft 365. It connects to Claude via MCP and works with ChatGPT and any LLM. Usage-based pricing with no per-seat fees. Two products. One team. One belief: Revenue teams are sitting on enormous amounts of signal across their tools. Scratchpad removes the admin work so sellers can sell. Clearskies makes that signal available to AI so every answer, every brief, and every pipeline review reflects what's actually happening — not what someone remembered to log. Learn more at scratchpad.com and clearskies.cc. ## Scratchpad Pros & Cons **What users like:** - Users appreciate the **seamless CRM integration** of Scratchpad, enhancing organization and streamlining opportunity management effectively. (4 reviews) - Users love the **customizability** of Scratchpad, enhancing their efficiency with tailored setups and easy modifications. (4 reviews) - Users love the **customization options** in Scratchpad, enhancing efficiency and streamlining their workflow effortlessly. (4 reviews) - Users love the **clean and intuitive interface** of Scratchpad, enhancing their experience in Salesforce with efficiency and ease. (4 reviews) - Users value Scratchpad for its **organizational efficiency** , streamlining workflow and enhancing productivity across numerous accounts. (3 reviews) - Users love the **ease of use** of Scratchpad, praising its intuitive design and seamless integration with Salesforce. (3 reviews) - Efficiency (3 reviews) - Users love the **Seamless Salesforce integration** of Scratchpad, greatly enhancing their workflow and saving precious time. (3 reviews) - Access Ease (2 reviews) - Action Items (2 reviews) **What users dislike:** - Users find **missing features** in Scratchpad, particularly for complex workflows and mobile experience, affecting usability. (2 reviews) - Users note the **high subscription cost** after outgrowing the free plan, but find the investment valuable overall. (2 reviews) - Users experience **add-on conflicts** with Scratchpad, leading to challenges when setting the home page for new tabs. (1 reviews) - Users report **app issues** related to plugin conflicts that disrupt the functionality of Scratchpad. (1 reviews) - Users find the **complexity** of Scratchpad challenging due to the need for extensive knowledge and budget constraints. (1 reviews) - Dashboard Issues (1 reviews) - Delays (1 reviews) - Users find Scratchpad to be **expensive** , especially after outgrowing the free plan and needing a sufficient budget. (1 reviews) - Expertise Required (1 reviews) - Frequent Updates (1 reviews) ## Scratchpad Reviews ### 1. 100%, can't live without tool **Rating:** 5.0/5.0 stars **Reviewed by:** Katie J. | Strategic Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2022 **What do you like best about Scratchpad?** I cannot live without these things: 1: Instant updates in SFDC without having to save and wait for the page to update 2: Easier access to notes for each account vs. having to look through old activities or open attachments 3: Easy launch every time I open a new browser (helps when I join a meeting late and need to start typing notes immediately) 4: Task management is so easy - way better than the task function in SFDC Lightning edition **What do you dislike about Scratchpad?** I wish I could save my notes as an activity to they are tracked in my reports for managers to see. I also wish there was an "undo" function because I accidentally deleted something I couldn't get back. **What problems is Scratchpad solving and how is that benefiting you?** Saves so much time and keeps me organized **Official Response from Nicole Tan:** > Katie, the dream has always been to be a "need-to-have" tool. Thank you for making our team's day with your incredible review. We'd love to keep a top spot in your tech stack, so I'll make sure our team highlights your wish for future improvements. Keep crushing it! -Nicole // Community @ Scratchpad ### 2. A must-have for all sales people who use Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Scratchpad?** I love that Scratchpad allows me to customize my preferred view when managing my pipeline. It easily allows me to bulk update my opportunity stages, close dates, notes, etc all from one view without having to open up a billion tabs. **What do you dislike about Scratchpad?** Currently there isn't a way to completely hide certain opp stages I don't use. I provided this feedback to the team and they immediately responded with a custom recorded video walking me through a couple of work-arounds I can do in the meantime. Their support is really top-notch. I've never experienced such a personalized and speedy customer service team! **Recommendations to others considering Scratchpad:** I highly recommend all sales teams use this to manage their pipeline more efficiently. **What problems is Scratchpad solving and how is that benefiting you?** Managing my opportunities in Salesforce alone is very time consuming and sometimes challenging due to certain product limitations. Scratchpad makes it much quicker and easier to update my pipeline for my 1:1s. **Official Response from Nicole Tan:** > I'm excited (but not surprised) to hear our support team was super speedy! They're always raising the bar for efficient and personalized responses. I'm glad you think so too! - Nicole Community Manager @ Scratchpad ### 3. SCRATCHPAD >>> Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Enterprise (> 1000 emp.) **Reviewed Date:** August 09, 2022 **What do you like best about Scratchpad?** The best part about scratchpad is the opportunity to make quick efficient changes in SFDC without using the processing power and time that SFDC requires. SFDC is slow, SCRATCHPAD IS FAST!! **What do you dislike about Scratchpad?** I dislike the fact that you can not sort lists/reports by more than one field. Being able to sort by two fields and prioritize one over the other would be great! **What problems is Scratchpad solving and how is that benefiting you?** Scratchpad is solving the ease-of-use that SFDC does not provide for its users. In a fast-paced sales role, you need to be able to move with speed while focusing on a single task, SFDC disables you to do this and SCRATCHPAD solves that problem very well! ### 4. Saves me so much time & makes me more efficient! **Rating:** 5.0/5.0 stars **Reviewed by:** Charissa C. | Customer Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** July 12, 2022 **What do you like best about Scratchpad?** I am able to do my forecasting so much easier!! In fact, I'm actually DOING my forecasting every week now!! And it isn't the worst part of my day anymore! Thank you! **What do you dislike about Scratchpad?** There is really nothing I can say bad about Scratchpad. It's helping me so much! **What problems is Scratchpad solving and how is that benefiting you?** Before Scratchpad I had to open each client's SFDC page in a new tab in order to scroll down and forecast, but now I can do it all in one place and it automatically updates in SFDC!! **Official Response from Nicole Tan:** > Hey Charissa! Dang, your leadership team must be blown away by your forecasting consistency! 🙌 Let's work together to discover new ways to make life even easier for ya. Thanks for taking the time to drop us a line! -Nicole // Community @ Scratchpad ### 5. Amazing - Give's me time back in my day! **Rating:** 5.0/5.0 stars **Reviewed by:** Nate D. | Enterprise AE, Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Scratchpad?** I like how I can update everything I need in salesforce right there. It saves me a considerable amount of time in my day. **What do you dislike about Scratchpad?** Nothing! The product does everything I need it to. **What problems is Scratchpad solving and how is that benefiting you?** This allows me to save probably an hour of my day with updates. **Official Response from Nicole Tan:** > Nate, thanks for taking a moment to leave your review! Your time and feedback is precious to us. Reading that Scratchpad saves you an hour of updates a day makes all our work worth it. I hope future updates to our app creates even more space in your schedule. Keep an eye out! -Nicole // Community @ Scratchpad ### 6. The Secret to Quota **Rating:** 5.0/5.0 stars **Reviewed by:** Tarun M. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2021 **What do you like best about Scratchpad?** The most significant benefit of Scratchpad, in my mind, is the simple, user-friendly interface and ability to build flows based on your role. Beyond that, I think it comes down to the fact that the possibilities of how you use Scratchpad and for what purpose are simply endless. I use it myself as an Account Executive in SaaS but also see tremendous benefits for my BDRs and support teams (Sales Engineers etc.). It not only makes editing opportunities, contacts, accounts etc. in SalesForce simple and more accessible, but it allows me greater control and insight over my pipeline because of the ability to filter out non-relevant information to my particular role. I also think it's incredibly important to note how incredible Scratchpad's team is, from sales to onboarding, product, development, marketing, implementation. This team right from the top down with it's CEO, Pouyan, make it incredibly clear that they're building the solution with the user's at the forefront of everything. Everytime I submit suggestions, they get back to me and low and behold, almost always deliver on my ask. **What do you dislike about Scratchpad?** I don't know that I dislike anything about Scratchpad right now, especially when taking into account how early-stage this company is. While there is plenty of ways I can see this solution improving to help sales organizations in greater capacities, I think the true beauty of this company is the emphasis that it places on customer feedback. They make clear they are constantly developping this product with customer feedback and satisifcation at the core of what they do. **Recommendations to others considering Scratchpad:** I think the most significant recommendation I can provide to Scratchpad users is, utilize the Scratchpad team to ensure you're maximizing your usage. They have an incredible group of individuals who are endlessly committed to delivering a solution which not only meets but exceeds client expectations. When you use Scratchpad, you just become part of the family. **What problems is Scratchpad solving and how is that benefiting you?** There are plenty of things that Scratchpad solves. Ultimately the true benefit is greater efficiency and utilization of Salesforce to help drive sales success. As an Account Executive, Scratchpad allows me to create workflows for common scenarios to update SalesForce. It also enables me greater insight and ultimately accuracy into forecasting by providing more of an Xcel feel. Scratchpad ensures that I can stay on top of relevant tasks and activities by delivering key integrations to software like G-Suite. For BDRs, it allows greater efficiency, especially for Dialing Blitz, etc., by eliminating the need for countless tabs to be open. Lastly, regardless of role, Scratchpad's life-saving "Common-J" function allows you to access SalesForce anywhere on the web and edit contacts, opportunities, leads etc. ### 7. An easier way to keep Salesforce up to date **Rating:** 5.0/5.0 stars **Reviewed by:** Austyn V. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2022 **What do you like best about Scratchpad?** I love how easy it is to see and update the next steps for my opportunities. Ease of use is in my opinion the most pivotal factor in adoption and scratchpad has that in abundance. **What do you dislike about Scratchpad?** I really don't have anything I dislike but apparently, I need to hit a minimum amount of characters so here we are **Recommendations to others considering Scratchpad:** nothing for scratchpad but G2 crowd is getting there with all these questions **What problems is Scratchpad solving and how is that benefiting you?** having to navigate the wild world of salesforce and not updating my opportunities ### 8. Outstanding product + customer experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Arielle D. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** March 09, 2022 **What do you like best about Scratchpad?** If leadership at my company took away Scratchpad, they'd no doubt have a hugely disappointed group of AEs on their hands. My entire team LOVES this tool - it's intuitive, efficient, & 10x faster than using Salesforce to update opportunities or pipeline. My favourite part about Scratchpad, however, is their absolutely INCREDIBLE success team. They went above and beyond with providing training and onboarding for me & my teammates so that Scratchpad works with our existing workflows and tools. They are unbelievably responsive & helpful. Thank you for making our lives as sales professionals better. :) **What do you dislike about Scratchpad?** Nothing bad to be said! The Scratchpad team is incredibly receptive to feedback if we feel there is a feature missing or that could be improved. **What problems is Scratchpad solving and how is that benefiting you?** - Faster to update SFDC opportunities & pipeline - Better note-taking during demo calls - Updating lead/contact records with a few clicks **Official Response from Nicole Tan:** > Arielle, let's hope your company hears you and your teammates loud and clear then! Our success team would be devastated to not be able to work with you anymore. We've loved partnering with you in creating something really special at Scratchpad. Keep your feedback coming! So grateful for you. -Nicole // Community @ Scratchpad ### 9. Sr. Director Revenue Operations **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan W. | Sr. Director, Revenue Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2022 **What do you like best about Scratchpad?** Game changer! The ease by which sales reps (and RevOps) can maintain and update SFDC is now at another level. **What do you dislike about Scratchpad?** Nothing - meets expectations. Love how we were able to trial before buying **Recommendations to others considering Scratchpad:** Use the free trial - once you use it you'll see all the potential use cases and you will be hooked! **What problems is Scratchpad solving and how is that benefiting you?** Viewing data coupled with in-line editing (even for product-level updates). Maintaining and updating forecast **Official Response from Nicole Tan:** > Hey Ryan! Rewriting the rules of the game is totally our aim. 🙌 I'm so glad you and your team are hooked on Scratchpad. We're always rolling out updates to help Revenue Teams eliminate complexity from their day, so please let us know if you dream up more ways to create efficiency. Let's get it implemented for you! Until then, thanks for taking the time to leave us a review. -Nicole // Community @ Scratchpad ### 10. Why I choose Scratchpad **Rating:** 5.0/5.0 stars **Reviewed by:** Tyler S. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** March 08, 2022 **What do you like best about Scratchpad?** Speed. I can get to anything that I need from any tab. **What do you dislike about Scratchpad?** Sometimes the command j function takes me to an unintended tab **What problems is Scratchpad solving and how is that benefiting you?** Moving salesforce leads through the sales funnel. Being able to do that more easily and quickly makes it more likely that I'm keeping records up to date. **Official Response from Nicole Tan:** > Hi Tyler, thank you so much for choosing Scratchpad! How did you know speed was one of our core values? I'm so jazzed you're better able to keep your data up to date from wherever you are on the internet. I'd love to know more about your issues with Command + J though. The team will be reaching out to see if this is still a problem for you. Keep an eye out! -Nicole // Community @ Scratchpad ### 11. Easy Organization **Rating:** 4.5/5.0 stars **Reviewed by:** Sirene R. | Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 08, 2022 **What do you like best about Scratchpad?** Scratchpad makes having tons of notes and information (that would get quickly cluttered in other note-taking platforms like Gdocs or Word) look organized and simple -- not to mention very aesthetically pleasing. Some of my favorite features include the ability to link pages to Salesforce for fast access to additional account info, utilizing templates to save time on new outlines, stacking folders, and using "copy link" of a note to send it to anyone in my org. Overall, I am very happy with my Scratchpad experience! **What do you dislike about Scratchpad?** The only feature I would like added is the ability to share note folders with others, so they could pull up the page without me having to send it to them, similar to how Google Drive operates. **What problems is Scratchpad solving and how is that benefiting you?** Scratchpad helps me keep all notes in one place and they are always accessible, which allows for a more efficient workday. **Official Response from Nicole Tan:** > Hi Sirene, thanks so much for taking the time to leave us a review! We've made a bunch of updates to Scratchpad's note taking system -- with many more upgrades on the horizon. Let us know what you think. We love getting your feedback! -Nicole // Community @ Scratchpad ### 12. Great concept with good CS support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 28, 2022 **What do you like best about Scratchpad?** makes updating pipline in one place easy. ability to have custom fields and custom views is helfpul as well to manage your SFDC pipleline. **What do you dislike about Scratchpad?** Needs some support to setup the custom fields if your SFDC admin changes manatory fields, not a huge proplem but a sync with required fields would be amazing. **What problems is Scratchpad solving and how is that benefiting you?** As a sales professional, it allows me to manage my pipeline faster, easier, and reduce the need to have your manager remind you to update your pipeline and forecast ### 13. Scratchpad Changed my life **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew D. | Account Manager, Enterprise, Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2022 **What do you like best about Scratchpad?** Scratch pad makes the worst part of my job not only bearable but so easy that I actually look forward to it! I use scratch pad to manage my pipeline, my accounts, and to see relevant information all in one place.I have gone from someone who always struggled to keep notes next steps forecast numbers up date for weeks on end to updating my pipeline daily. It is so incredibly fast and intuitive I almost cannot believe it exists. **What do you dislike about Scratchpad?** so far there is not anything that i dislike about scratchpad. I feel like i am just "scratching" the surface haha. Once i get more in the weeds with the functionality i may find things i dont like but so far so good! **Recommendations to others considering Scratchpad:** Just do it already! your sales team will love you. **What problems is Scratchpad solving and how is that benefiting you?** I hate clicking through every account I have an opportunity with, almost makes me not want to add an opp at all. this in turn messes up my pipeline numbers and in turn aggrivates sales leadership. scratch pad mitigates all of this for me its truly a win/win situation. **Official Response from Nicole Tan:** > Hey Andrew, thanks so much for your delightful review. What an honor to be the toolset that makes you look forward to the worst part of your job! Administrative fluff is a necessary evil, it seems. Glad to hear we're making it easier for you! Keep digging through our tool and PLEASE let us know if there's anything we can do to keep taking the load off your back. -Nicole // Community @ Scratchpad ### 14. Saves me time every single day **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Mid-Market (51-1000 emp.) **Reviewed Date:** September 27, 2022 **What do you like best about Scratchpad?** It makes pipeline reviews 100x easier. Being in a transactional environment with an entire team, I can breeze through daily updates/ forecasting. What used to take me 2 hours now takes me 20-30 minutes. **What do you dislike about Scratchpad?** I wish It could bring in my SF Dashboards/Reports. It would make the daily use of the product go up and the product more sticker. **What problems is Scratchpad solving and how is that benefiting you?** Salesforce updates/ Forecasting/ allowing my reps to update accounts sseamlessly. Its easy to onboard and get a rep going from day one. ### 15. Scratchpad makes Salesforce blissful **Rating:** 4.0/5.0 stars **Reviewed by:** Bradley F. | Head of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2022 **What do you like best about Scratchpad?** - How easy it is to use the scratchpad to update fields, take notes, and view the pipeline - I can easily stay on top of all my opportunities and ensure I don't miss a beat in my daily workflow - Salesforce is quite slow/clunky and Scratchpad is super speedy **What do you dislike about Scratchpad?** - There aren't many templates, and it can be a bit challenging to understand how things work initially. - I've noticed that my Google Calendar doesn't always sync correctly with individual opportunities/contacts. - Scratchpad doesn't easily allow you to convert leads to Opportunities/Contacts/Accounts, so I have to do that in Salesforce and also manually re-assign notes from leads to new opportunities. - There are some bugs, but the team is great and Customer Experience is always happy to support and resolve issues. **What problems is Scratchpad solving and how is that benefiting you?** - Time spent updating Salesforce - Difficulty having visibility of next steps on opportunities **Official Response from Nicole Tan:** > Hey Bradley! Thank you so much for your review. It's been a couple months since you've left your feedback-- have you had a chance to review our updates? I think you might be pleasantly surprised by how much progress we've made toward your wishes. We'd love to earn your last star 🤩 Feel free to book a 1:1 with one of our specialists below. Our team will be reaching out separately too! -Nicole // Community @ Scratchpad ### 16. A salespersons dream product **Rating:** 5.0/5.0 stars **Reviewed by:** Alex W. | Strategic Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2022 **What do you like best about Scratchpad?** If you are spending too much time clicking in Salesforce this product is a huge win. Effortless integration allows you to input data without the aggro. **What do you dislike about Scratchpad?** Can be limited if your Salesforce instance is too strict on locked fields. **What problems is Scratchpad solving and how is that benefiting you?** Keeping my forecast up to date eaisly. Quickly taking notes. Tracking my pipelines and tasks. **Official Response from Nicole Tan:** > No one wants a high aggro bar, Alex, so I'm glad Scratchpad has lowered the barrier to entry for your workflow! Thanks so much for taking the time to drop us a line. -Nicole // Community @ Scratchpad ### 17. First time sales rep - I love it **Rating:** 5.0/5.0 stars **Reviewed by:** Mindy H. | Regional Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2022 **What do you like best about Scratchpad?** I love that it cuts down some of the noise for me. I can quickly create views with the most important fields to me and leave the noise in SalesForce. It's really made my experience as a brand new rep easy to keep on top of my pipeline. **What do you dislike about Scratchpad?** Honestly, there isn't much I dislike. I'm still a newish user so I'm sure there are many additional features I'm not aware of. **What problems is Scratchpad solving and how is that benefiting you?** It helps me stay focused on the most important things. ### 18. Scratchpad is a GAMECHANGER!!! It is everything I wanted salesforce to be, and faster! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** September 27, 2022 **What do you like best about Scratchpad?** I love that I can customize views and have all the info I need for my demos on one page! No more multiple windows for me! **What do you dislike about Scratchpad?** The one thing I wish Scratchpad would do better is to allow me to rearrange my tasks. It's a minor inconvenience but still ten times better than the alternative **What problems is Scratchpad solving and how is that benefiting you?** It's helping me to stay more organized and not spend half of my day trying to gather the information I need to work my day. ### 19. So. Easy. **Rating:** 5.0/5.0 stars **Reviewed by:** Jacob B. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2022 **What do you like best about Scratchpad?** It's just easy. Editing, manipulating SF records is just simple. **What do you dislike about Scratchpad?** I personally wish that SOME of the pro options were in the free with limits, but I'll be paying for it soon enough. **What problems is Scratchpad solving and how is that benefiting you?** eliminiating massive amounts of time wasted updating SF as an AE. I don't have to open mulitiple tabs and constantly go back to SF to see where I stand and what's next. ### 20. Game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Jamie F. | Engagement Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 10, 2022 **What do you like best about Scratchpad?** I can input data into SF via Scratchpad at 10X in comparison to SFDC **What do you dislike about Scratchpad?** At first, configuration can be daunting and it can be difficult to visualise what you really want. Fortunately, the SP team are incredible and extracting that from me. **What problems is Scratchpad solving and how is that benefiting you?** SFDC is slow. Scratchpad solves this. It also allows me to visualise my sales pipeline in a way I couldn't do in SFDC. **Official Response from Nicole Tan:** > Jamie! Thanks so much for leaving us a review. I bet it'll take more time for me to craft this reply than you to update your opps. 🥳 I'm glad you found our team's onboarding session super useful. Discovering ways to work within your flow is their superpower. Feel free to grab a meeting with them any time! -Nicole // Community @ Scratchpad ### 21. You make my life easier. **Rating:** 5.0/5.0 stars **Reviewed by:** Michael M. | D, Small-Business (50 or fewer emp.) **Reviewed Date:** April 12, 2022 **What do you like best about Scratchpad?** My pipeline is always in my view. logging into SFDC is no needed, so when I get that email from leadership asking us to button up our pipelines, I no longer feel like its going to be annoying to complete. **What do you dislike about Scratchpad?** I wish there was a way that I could allow for the application to be with me in the field which I know doesn't make the most sense. This is just a wish or a dream and not a need. **Recommendations to others considering Scratchpad:** From a producers perspective, I would encourage you to just give it a try. **What problems is Scratchpad solving and how is that benefiting you?** Consistant Pipeline review, update and overall business managmeent with tasks and account reviews available each time I open a new chrome browser. This application saves me a ton of time. **Official Response from Nicole Tan:** > Hey Michael, I'd love to parse through what you're dreaming up for Scratchpad. Wishes and dreams are just as important as needs in our book. I'll let our CS team know to reach out soon. Thanks so much for being a fan! Three cheers to making your life easier! 🥳 -Nicole // Community @ Scratchpad ### 22. Scatchpad made Salesforce fun to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Stefan B. | Enterprise Account Exec, Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2022 **What do you like best about Scratchpad?** There are so many fields at our organisation we need to keep track of! With Scatchpad it is so easy to create the needed views and mass update in seconds what would typically take you an hour to do so in Salesforce. Salesforce without Scratchpad isn't possible for me anymore! Thanks for the great tool, guys! **What do you dislike about Scratchpad?** If there only were a way to see all activities from one account or even better from one account hierarchy! That would be swell! And maybe, the tab view of some elements, if you could also make them available in spreadsheet looks, that would be great as well. If you could find a way to sync SF contacts to Android phonebooks that would help a lot! **What problems is Scratchpad solving and how is that benefiting you?** I really like updating my data via Scratchpad. I wouldn't have done that before. So, engagement for one. And of course saving lots of time for preparing deal reviews and cadences. Much easier this way. **Official Response from Nicole Tan:** > Hey Stefan, thank you so much for your feedback. I can't say many people find Salesforce fun, so knowing Scratchpad was able to add a little bit of joy to your day totally made me giddy. I'd love to know a little bit more about what views would really amp up your experience. One of my teammates will be reaching out soon. Hopefully we can get some workaround for you in the meantime! -Nicole // Community @ Scratchpad ### 23. Sr. Account Executive **Rating:** 5.0/5.0 stars **Reviewed by:** Chris N. | Sr. Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** April 12, 2022 **What do you like best about Scratchpad?** Scratchpad saves me a ton of time. Helps me stay organized with my notes and allows me to update salesforce super quickly. And in real-time with Command J. The support team is very helpful with training and helping you put your process in the tool. **What do you dislike about Scratchpad?** I haven't built a good process to manage and updated leads yet. But some of that is on me and I need to set some time with their CS team. They are really good and collaborative. **Recommendations to others considering Scratchpad:** Meet with your team to talk about your team's and your individual workflows so they can help you get the most of out it. **What problems is Scratchpad solving and how is that benefiting you?** Updating salesforce easily. Saving time. Pipeline management. Makes pipeline meeting easy and keeps my opps and accounts updated. **Official Response from Nicole Tan:** > Hey Chris, our CS team would LOVE to help build out a process to manage your leads in a way that makes the most sense for you! Command+J and CS are at your service. Can't wait to save even more time in your day! Thanks for taking a minute to leave your review-- it's much appreciated. -Nicole // Community @ Scratchpad ### 24. Easy to update, easy to manage, and then easy to move on to other tasks! **Rating:** 4.5/5.0 stars **Reviewed by:** Rahim T. | Commercial Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** May 10, 2022 **What do you like best about Scratchpad?** Scratchpad helps quickly update my opps while on the go, with very little clicks and instant sync with SF. It's there as soon as I open a new tab in Chrome and I'm updating notes in seconds. **What do you dislike about Scratchpad?** I'd love to change the font or style of the pipeline page. That is literally it. Customer service team is awesome although I have never needed help, you can tell they love the product! **What problems is Scratchpad solving and how is that benefiting you?** SF is slow and cumbersome to update. I lose time, energy and focus when I have multiple accounts to update but takes 30 mins in SF. Scratchpad makes it so quick I can easily update on the fly. **Official Response from Nicole Tan:** > Hey Rahim, thanks for taking the time to leave your feedback! It would be awesome to change the font inside our app. I'll make sure that's recorded for our product team. If you think of anything else, please don't hesitate to drop us a line. And even if you don't find yourself needing help, our service team is happy to chat through best practices at your convenience. We love talking about what we love! -Nicole // Community @ Scratchpad ### 25. The Best Tool For Revenue Sales Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Carter S. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2022 **What do you like best about Scratchpad?** The speed at which you can update Salesforce records, easily create multiple views in seconds and keep track of task lists. **What do you dislike about Scratchpad?** I wish there was a collaboration feature within notes where you and a teammate can work on a document in real-time. I know this is on the product roadmap! **Recommendations to others considering Scratchpad:** Try it out. The free plan allows you to get a feel of notes, tasks, and pipeline views. Get the Salesforce notes integration and Chrome extension for maximum effect! **What problems is Scratchpad solving and how is that benefiting you?** We use Scratchpad to keep up to date with deals we are working on and to determine how much sales/profit each account, product, or sales rep contributes to the company. **Official Response from Nicole Tan:** > Hey Carter, just dropping by to express my gratitude for your review. I love that you already know your wish is on the product roadmap! Our engineering team is hard at work updating our notes feature, so keep an eye out! It's going to be incredible. -Nicole // Community @ Scratchpad ### 26. Best tool in our sales stack **Rating:** 5.0/5.0 stars **Reviewed by:** Nick C. | Director of Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** February 15, 2022 **What do you like best about Scratchpad?** Scratchpad is the best tool in our sales stack. Having the ability for reps to easily maintain a clean pipeline and update opps on the fly is lightyears ahead of where we were pre-scratchpad. Our ops team loves having the data in SFDC clean and reps love the time savings, they barely ever have to go directly into Salesforce anymore. As a sales leader, I leverage Scratchpad heavily to quickly create opp views while on 1:1s and add my manager notes right into opps in real-time. If we tried to rip Scratchpad out, our reps would revolt. **What do you dislike about Scratchpad?** Really nothing we don't like. A couple of our wishlist features that we're excited to see them roll out are integrations into additional tools so that eventually reps truly live in Scratchpad and can do things like sending a Sendoso gift right from the same place they update Salesforce notes. **Recommendations to others considering Scratchpad:** Just do it **What problems is Scratchpad solving and how is that benefiting you?** In July, 37 scratchpad users made 2620 updates to 844 records. Roughly, this saved us 10 mins per record @ 10 mins per record, we saved 8440 minutes - or - 140 hours of time. At an average hourly employee cost of $100, we avoided a loss of roughly $14,000 in rep productivity in one month alone for an annual ROI of ~$168k **Official Response from Nicole Tan:** > Hey Nick, what an honor to be called the best tool in your sales stack! 🤗 As an avid Sendoso user, it would be pretty dang sweet to send gifts straight from Scratchpad. I'll keep sounding the horn to get more integrations in place. Please always feel free to knock on our door if you have any other wishes we can fulfill! -Nicole // Community @ Scratchpad ### 27. Sick of waiting on Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Jon K. | Director, Sales Development, Mid-Market (51-1000 emp.) **Reviewed Date:** February 15, 2022 **What do you like best about Scratchpad?** Scratchpad enables me to set specific parameters around which fields can be updated for my team. Additionally, I'm able to access Salesforce onjects much faster than logging into Salesforce itself. My junior team, is able to look up and edit Salesforce objects quickly and remove the clunkiness of diving into the depths of a tool that can be fairly daunting. **What do you dislike about Scratchpad?** It's tough to say at this point. The interface is super responsive, and the Scratchpad team is world-class. I have zero gripes right now. **What problems is Scratchpad solving and how is that benefiting you?** Problems were: - Ease of SFDC accessibility. It's just so slow. - Messy SFDC instance. - Junior employees who've never delved into SFDC. All of these problems have been solved by Scratchpad. Since implementation, our team has input data expeditiously within a clean and straightforward UI. Salesforce data input no longer feels scary. Another great benefit has been pulling list views with relative ease. I'm a big fan overall! **Official Response from Nicole Tan:** > Jon, the Scratchpad team was sick of waiting on Salesforce too. I'm glad you guys were able to jump onboard quickly and update your CRM data without any extra friction. If your team ever needs a little extra boost in productivity, our workflow specialists are always excited to help you out! And if you've found a gripe since February, we're all ears. 👂 Thanks for your lovely review! -Nicole // Community @ Scratchpad ### 28. Scratchpad saves me time and stress **Rating:** 5.0/5.0 stars **Reviewed by:** Cedric G. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2021 **What do you like best about Scratchpad?** I like that Scratchpad makes it easy for me to keep my pipeline updated -- our company recently introduced new rules for pipeline hygiene and making all the necessary changes from Salesforce alone is time-consuming and, more importantly -- stressful. Working in sales, I think we could all use a little less stress in our lives, and Scratchpad helps me keep things straight and organized quickly. **What do you dislike about Scratchpad?** This is a difficult question to answer -- if there was one thing that I would improve, and maybe I just don't know how to do it yet, but if I could get the main contact associated with my opportunities to appear next to my opps with the ability to click to dial, that would be awesome! **Recommendations to others considering Scratchpad:** Please take advantage of the folks that will guide you through the setup and best practices for scratchpad -- this was HUGE for my team and made our experience unforgettable. **What problems is Scratchpad solving and how is that benefiting you?** I am keeping my pipeline clean and up to date. I am notoriously disorganized, but I realized that I have been disorganized because I haven't had the right tools to support my work. Scratchpad is simply phenomenal for taking notes, updating fields in Salesforce, and staying on top of your opps with integrated Salesforce tasks. **Official Response from Nicole Tan:** > Hey Cedric, thanks so much for your review update! You're definitely not the only person who's requested internal dialing. I'll add an extra couple hatch marks next to that for ya. And your recommendation is spot on. Our workflow specialists are obsessed with making your sales team's workflows as streamlined as possible. Don't forget you can always drop in to check out all the latest features we've rolled out! -Nicole // Community @ Scratchpad ### 29. Amazing notes for an ADR/SDR **Rating:** 5.0/5.0 stars **Reviewed by:** Brendan F. | Account Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** February 15, 2022 **What do you like best about Scratchpad?** I love the notes feature! I can link each note to a SalesForce profile, and as an ADR, I have so many calls and notes that it helps to have one place to keep track of them all. The file system is simple and intuitive and I love the fact that it opens on every new tab. THE PHOTOS! I LOVE THE PHOTOS! Such a great Idea, they are beautiful and sometimes make my day. Props to the company that puts them out there and the people taking them! **What do you dislike about Scratchpad?** Not much. There is nothing I can complain about right now other than to maybe add some more formatting options in the notes feature. Also I would like to be able to hit enter to re-tab a bullet point. But that is just me. **Recommendations to others considering Scratchpad:** Use it for every meeting you have. Check out and support some of the photo creators if you can. Link it to SFDC as soon as possible. Don't use any other note-taking service, Scratchpad is awesome. **What problems is Scratchpad solving and how is that benefiting you?** The problem of organizing all of my notes in one place online for the hundreds of contacts I have to contact. I have realized that having all of my notes in one place in my browser is an awesome idea! **Official Response from Nicole Tan:** > Brendan, you'd be surprised by how often we squabble over the daily photos. The team all has their favorite views and want them to be pushed out to the greater workforce 😅 As for your dislike... you might be excited to hear we're rolling out improved notes soon. What are your most-wanted formatting options? I'll see if we can squeeze them in ASAP! -Nicole // Community @ Scratchpad ### 30. An absolute necessity! **Rating:** 5.0/5.0 stars **Reviewed by:** Liz T. | CFO, Logistics and Supply Chain, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2022 **What do you like best about Scratchpad?** Scratchpad's mission of making salespeople happy and helping revenue teams produce more isn't just shouted from the rooftops (or billboards), it is gained momentum and love from each user who has come across the platform in a search to make utilizing Salesforce easier. Like so many of you, I have been one of those ground-up advocates, and the results really do speak for themselves! While the product is amazing and could stand on its own merit, the team at Scratchpad is what is exceptionally special! For them, it is not about sales and implementation... it is about solutions and partnership, value and efficiency, advocacy, and innovation. Thank you to the team for your passion for breaking down the barriers and making work easier! **What do you dislike about Scratchpad?** There is nothing to dislike. The platform is constantly evolving, and new solutions are rolled out regularly based on customer feedback. They take the time to listen and work together to make this solution a valuable part of your tech stack. **What problems is Scratchpad solving and how is that benefiting you?** Managing data integrity in Salesforce and conducting commissions audits have been the biggest impacts that Scratchpad has had on my daily role in finance/ops. Building custom pipeline views and being able to update notes to manage processes without having to click into every individual Salesforce Opportunity has been a huge time and sanity saver. **Official Response from Nicole Tan:** > Aw shucks, Liz! We're all collectively blushing. 🥰 Thank you so much for singing such wonderful praises. We're really the lucky ones here! Scratchpad couldn't do it without you. -Nicole // Community @ Scratchpad ### 31. Ease, Efficiency, and Top Notch Customer Success! **Rating:** 5.0/5.0 stars **Reviewed by:** Parker B. | Member, Mid-Market (51-1000 emp.) **Reviewed Date:** February 15, 2022 **What do you like best about Scratchpad?** These days, truly exceptional customer experience can be a tricky thing to come by. That's why I wanted to give a mega shoutout to Cassie Adkins and the rest of the Scratchpad team for the incredible value they've been bringing to the table. 1) The tool is fantastic. REALLY fantastic. Not only is it a ridiculously efficient way to keep track of notes, pipeline, deals, etc..., it's super intuitive (which--for a sometimes tech-illiterate person like myself--is huge). 2) The hands-on enablement is exceptional. Folks like Cassie Adkins sat down and took the time to do something I rarely see in the realm of success/adoption: make it truly about the customer. No changing my workflows or processes to fit some preconceived standard, but really listening to what I was saying, what I valued, and building upon that to add even more value with efficiencies I didn't even know where possible. If you haven't checked out what the Scratchpad team is doing, I suggest you get on it. **What do you dislike about Scratchpad?** The only dislike I have about this product is that I had not discovered it sooner! At this stage, there truly is nothing about the tool I dislike: it really is a lifesaver! **What problems is Scratchpad solving and how is that benefiting you?** Scratchpad has proven invaluable for helping document my note taking and log that data within Salesforce. It has saved me at least 2-3 hours weekly where I'd be otherwise predisposed by time-consuming admin work in my CRM **Official Response from Nicole Tan:** > Hey Parker, thank you so much for your glowing review. Cassie's an amazing teammate and Scratchpad is so lucky to have her. All that time in her past career as a therapist really sharpened those listening skills, didn't they?! As for your only dislike-- I'll see if the team is willing to build a time machine. 😤 No one should ever suffer a painful CRM update again! -Nicole // Community @ Scratchpad ### 32. Huge Time and Frustration Saver! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2022 **What do you like best about Scratchpad?** Scratchpad is super easy to use and they also have support if you need a tour before you begin using the tool. It allows you to choose any field in Salesforce to view in one easy pane and seamlessly syncs back and forth. **What do you dislike about Scratchpad?** I wish I could color code things, but I'm on the free plan and I shouldn't complain about anything. There are a ton of other features I'd love to have that exist on the paid plan. **Recommendations to others considering Scratchpad:** Buy the plan! **What problems is Scratchpad solving and how is that benefiting you?** It saves me tons of time scrolling through Accounts and Contacts... All I have to do is pull in the fields I want to update and do it in one place with Scratchpad. ### 33. A must have for all Salesforce sales teams! **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan W. | VP Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** March 23, 2022 **What do you like best about Scratchpad?** Scratchpad makes inputting information into Salesforce lightning-fast and easy. No more opening opps, accounts, and custom objects, inputting your changes, and then saving. update everything on the flight from one dashboard without saving. Update in bulk easily. Salesforce hygiene is much easier for my team to maintain and thus I can ask more of them now that we have Scratchpad. I love the dashboa reviews, both grid and kanban. Makes it very simple for me to see our whole pipeline in one view. **What do you dislike about Scratchpad?** I wish that task management was a bit more geared toward Customer Success/Post Sales teams. Would love to replace Asana with Scratchpad if I could. **What problems is Scratchpad solving and how is that benefiting you?** I can hold a higher standard of Salesforce hygiene with my team which allows me to better forecast and report our pipeline upward. **Official Response from Nicole Tan:** > Hi Ryan, thanks for taking a moment to leave us a review! It's so great to know you're able to keep cleaner data and easily see your team's pipeline from multiple angles. As for building out our post-sales capabilities-- I'm sure you're well acquainted with our team's priority there too. 👀 We're always open to new ideas on how to make Scratchpad's app a complete revenue workspace. Thanks for all the tips, tricks, and feedback you've been providing. You're a superstar and an asset to the Scratchpad squad! -Nicole // Community @ Scratchpad ### 34. Makes updating pipeline a BREEZE :) **Rating:** 5.0/5.0 stars **Reviewed by:** Britani K. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2022 **What do you like best about Scratchpad?** The ability to customize, how easy it is to update my SalesForce pipeline, and I get a new desktop picture every day?! Incredible. **What do you dislike about Scratchpad?** I personally don't have any dislikes about scratchpad. Their team is incredibly helpful and I'm a big fan of the aesthetics of having the attachment on my desktop. **What problems is Scratchpad solving and how is that benefiting you?** Salesforce can be a tedious to update, scratchpad makes it easy to update your pipeline without all the tedious work of going into each opportunity. **Official Response from Nicole Tan:** > Hey Britani! Scratchpad loves being the wind beneath your wings 🌬 I'm so glad you find our carefully curated backgrounds a pleasing bonus too. Thanks so much for being a fan! -Nicole // Community @ Scratchpad ### 35. great productivity tool, super efficient workflow **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2022 **What do you like best about Scratchpad?** Being integrated with Salesforce makes it extremely easy and fast to update the entire pipeline. It's really helpful to stay on top of it and ready for forecast. **What do you dislike about Scratchpad?** There isn't anything in particular that I dislike. For what is intended to do, it works very well and delivers. The team is doing an awesome job and pushing new features very often to enhance the use case. **Recommendations to others considering Scratchpad:** I would recommend Scratchpad to anyone in Sales who wants to make their life easier, be more efficient and stay on top of things like pipeline management and hygiene, and forecast. It works great as well to take notes in calls, discovery and qualification, and makes it very easy to sync this to SF for wider audience view. **What problems is Scratchpad solving and how is that benefiting you?** Pipeline update, close dates, notes and next steps, including custom fields if I want to filter and sort my pipeline. I can update 15-20 opportunities in less than 10 minutes. Discovery and qualification notes - i import directly into SF on the opp record. ### 36. Great tool for sales people using Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Perry Z. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2022 **What do you like best about Scratchpad?** Helps me to keep my Salesforce updated regularly, reducing time wasted and allowing me to focus on the more important tasks throughout the day **What do you dislike about Scratchpad?** There is abit of a learning curve needed but thankfully it wasnt too much of a challenge. **What problems is Scratchpad solving and how is that benefiting you?** I spend less time on the boring administrative stuff and can direct all my attention to revenue-generating activities instead. **Official Response from Nicole Tan:** > Hey Perry! I love that you've been able to cut down on wasted task-switching time. Mono-tasking becomes increasingly difficult with every new tool introduced to sales teams. I'm glad Scratchpad has been able to reclaim some of that time for you! I know you mentioned a bit of a learning curve-- were you able to take advantage of our 1:1 workflow sessions? Our team is excellent at helping you find best practices to fit our app into your workflow. 🎉 I'll drop a link below just in case! -Nicole // Community @ Scratchpad ### 37. The most efficient & effective way to stay organized so you can drive sales **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2022 **What do you like best about Scratchpad?** In a world of neverending SaaS & tech resources, it's the universal hub for everything you need to drive your pipeline. Salespeople need the ease of process so they can focus on what they were hired to do & that's SELL. For salespeople, Scratchpad is the Amazon of tech resources. Just like Amazon makes it TOO easy to buy, Scratchpad makes it too easy to sell. People can't be on the same page if they're not looking at the same page & when everyone involved in sales from salespeople to managers to sales ops is looking at one universal source for strategy, the possibilities are endless & you're equipped for nothing but success in every role. Scratchpad is the swiss army knife for an entire sales org. **What do you dislike about Scratchpad?** On the topic of ease- an app would be lethal. **Recommendations to others considering Scratchpad:** Stop overthinking & just do it. You'll see the ROI & your salespeople will thank you! **What problems is Scratchpad solving and how is that benefiting you?** -More effective onboarding: allows newly hired salespeople to get feedback from managers on their pipeline strategy to increase their effectiveness earlier. -Peace of mind for salespeople- let's be honest, salespeople aren't the best with notes & processes. This gives us the reassurance we're logging what we need to (& makes it insanely easy) since everything is in one place & that managers & sales op are looking at the same thing we see. -At the end of the day we can be more effective at collaboratively working as a team & SELL MORE ### 38. A Must Have for any SalesForce User **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle M. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2022 **What do you like best about Scratchpad?** The interface is very user-friendly. I like that the note-taking aspect is very similar to Apple notes, and you can easily update any section of SFDC through Scratchpad (opportunities, leads, etc.). I also like that you are able to create templates for various workflows. **What do you dislike about Scratchpad?** There is nothing I dislike about Scratchpad in its current iteration. **Recommendations to others considering Scratchpad:** If your organization uses SFDC as its CRM, give Scratchpad a try! **What problems is Scratchpad solving and how is that benefiting you?** Scratchpad solves the problem of how clunky SFDC can be to use at times. There is no need to have multiple tabs open as you can easily update various fields on a single screen within Scratchpad. This eliminates my team's excuses for not updating SFDC. **Official Response from Nicole Tan:** > Hey Kyle! As a serious tab-hoarder, I'll do anything to streamline my web browser. I'm so glad Scratchpad has been able to cut down on the extra noise and make it easy to keep your SFDC instance up-to-date. If you ever dream up new ways to make working even easier, give us a holler. We'd love to make it a reality for you! -Nicole // Community @ Scratchpad ### 39. I don't even look at Salesforce report aymore **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2022 **What do you like best about Scratchpad?** I love the highlevel reports on my pipeline to be able to see who I want to follow up with soon and then Next Steps portion is key for me! **What do you dislike about Scratchpad?** I wish there was a section that I could have "follow up date" so I could organize my pipeline that way and have key dates that I want to follow up if I haven't heard back form our last touch point. Not a dislike - but if we could add a template or snippet to a current note that would be super helpful! **Recommendations to others considering Scratchpad:** If you're looking to get organized and save time, Scatchpad is your answer **What problems is Scratchpad solving and how is that benefiting you?** How slow SFDC is to load and how bulky it can be. I also have all of my notes in one place and can filter through them very quickly and have templates ready for calls if I need to get things ready quickly. ### 40. Next Level Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Scratchpad?** Sign up for free and they provide incredible support & engagement through your journey without a pushy close to convert to a paid customer **What do you dislike about Scratchpad?** In the Note section, would love checklist format option **What problems is Scratchpad solving and how is that benefiting you?** Organizing & sharing Sales call notes & attaching them to opportunities in Salesforce ### 41. A MUST HAVE for opportunity management **Rating:** 5.0/5.0 stars **Reviewed by:** Sabrina A. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** February 22, 2022 **What do you like best about Scratchpad?** It is quick, intuitive, removes lag time from working out of SF, and is an easier way to keep ops up to date with simple navigation short cuts! I have not found another platform or solution that is comparable! **What do you dislike about Scratchpad?** No complaints, just a request! I wish the "command-J" shortcuts were more intuitive in predicting what I am searching for based on whatever window I might be on! ex: If I am in Gmail responding to a prospect and want to update SF notes on the op **What problems is Scratchpad solving and how is that benefiting you?** Scratchpad keeps my managers (and anyone who needs visibility into SF) happy while allowing me to work the way I want- less time spent on admin work! Seamlessly integrates my notes and enables me to manage my ops efficiently. I have excellent visibility into my business without dealing with cumbersome Salesforce reports/dashboards/load times. **Official Response from Nicole Tan:** > Hey Sabrina, thank you so much for your review! Has someone reached out about your wishlist item? Having some predictive learnings could be a super interesting project for our team. Keep an eye on your inbox-- I'd love to get some details! -Nicole // Community @ Scratchpad ### 42. Everything you wished Salesforce could be **Rating:** 5.0/5.0 stars **Reviewed by:** Bryan H. | Senior Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2022 **What do you like best about Scratchpad?** Saves me hours a day on quick searches for contacts and updating opportunities. As an AE, I updated my pipeline and next steps much more frequently than in my 10+ previous years prior to using Scratchpad. The notes section had completely replaced my reliance on disparate note-taking tools requiring a copy/paste, or more likely, a lack of sync to salesforce in anyway. **What do you dislike about Scratchpad?** Nothing yet. Still can't believe Salesforce didn't ever try and implement simplicity like this into the product on their own! **What problems is Scratchpad solving and how is that benefiting you?** Updating salesforce opportunity pipelines, adding new contacts, changing ownership on leads ### 43. Where have you been all my life?? **Rating:** 5.0/5.0 stars **Reviewed by:** Shea B. | Sr. Implementations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2022 **What do you like best about Scratchpad?** Before Scratchpad I had separate files for all of my notes about client interactions, and now I am able to have everything right there! Scratchpad is so easy to navigate and made it so easy for me to adjust my processes. Now I don't have fiddyleven files everywhere, I have Scratchpad! Beyond the simplicity and ease of use, the customer service I've received has been top-notch! Thanks, Scratchpad! **What do you dislike about Scratchpad?** I wish there were an Outlook integration, but because you have an outstanding customer service philosophy, I know you're working on it! **Recommendations to others considering Scratchpad:** Don't wait another moment! Schedule your demo today! **What problems is Scratchpad solving and how is that benefiting you?** In my role, I need to constantly keep Salesforce updated for the sales team and Scratchpad has reduced the amount of time and the number of steps I need to take in order to keep them in the loop. **Official Response from Nicole Tan:** > Oh Shea, I'm glad you finally found us! If the company had a middle name, it would probably be "simple and easy to use." Your belief in us and our user philosophy really warms the cockles of our hearts. You're absolutely correct: our team is working diligently to roll out more integrations to slim down your workflow. In the meantime, keep spreading the good word about Scratchpad so no one else has to wonder where we were all their lives! -Nicole // Community @ Scratchpad ### 44. Making CRM maintenance actionable in the flow of business development **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2022 **What do you like best about Scratchpad?** Scratchpad serving as a connection between note taking and CRM data; when I make a note, or update a field straight from a meeting, the data populates on Salesforce **What do you dislike about Scratchpad?** The pricing and partnership models are overreaching for a nice-to-have (however enabling it might be) **What problems is Scratchpad solving and how is that benefiting you?** Capturing CRM inputs (one-time) in the flow of work ### 45. Necessary & valuable tool for sales reps **Rating:** 5.0/5.0 stars **Reviewed by:** Emily R. | Mid Market Account Executive , Enterprise (> 1000 emp.) **Reviewed Date:** April 14, 2022 **What do you like best about Scratchpad?** 1. Update SFDC quickly - Scratchpad allows reps to update their pipeline quickly and easily in bulk 2. All opps in one place - you don't need fancy reporting skills to see all opps in your pipeline in one place, and you can edit everything in one page (in SFDC I need to toggle between different reports since I can't edit different opportunity types in one report) 3. User experience - Scratchpad is beautifully designed, easy to navigate and loads very quickly 4. Reduce risk of opps slipping through the cracks since everything is in one place Scratchpad makes my life much easier as a rep, and keeps managers happy since my pipeline is always up to date. **What do you dislike about Scratchpad?** Nothing! Scratchpad is awesome and I wouldn't change a thing. **What problems is Scratchpad solving and how is that benefiting you?** The main problem Scratchpad helps me solve is updating my pipeline in a timely manner. Scratchpad makes it easy to update all opportunity types in one view so that you can quickly add notes, change close dates, stages, etc. This makes me look good to my boss, and allows them to forecast accurately. **Official Response from Nicole Tan:** > Hi Emily, if you and your manager are happy, we are absolutely thrilled. I'm so glad you've found Scratchpad so useful! Please let us know if there's anything we can do to keep you crushing your goals. -Nicole // Community @ Scratchpad ### 46. ScratchPad is the next evolution for how the modern AE uses Salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** Ken C. | Sr.Growth Account Executive , Mid-Market (51-1000 emp.) **Reviewed Date:** February 15, 2022 **What do you like best about Scratchpad?** Scratchpad just simplifies every Salesforce interaction, significantly speeding up the time it takes me to update the pipeline, sort through views and meet with my manager to discuss pipeline. **What do you dislike about Scratchpad?** I wish it was more intuitive to figure out some of the filters! But other than that, it is solid. Pricing is also a significant factor currently as it is tough to pitch the ROI. **Recommendations to others considering Scratchpad:** If you don't have anything in place right now I highly recommend using Scratchpad. It makes taking notes, updating opps, updating pipeline and easily organizing a breeze. I will never go back to basic Salesforce **What problems is Scratchpad solving and how is that benefiting you?** Much clearer Revenus forecasting as I can easily update next steps and the opportunity details Scratchpad is my all-in-one go-to solution to update my opportunities and interact with others, I don't have to share Call notes I just share the Scratchpad link! **Official Response from Nicole Tan:** > Hi Ken! Thanks so much for dropping a line. Scratchpad really values creating the cleanest, most intuitive UI for salespeople. I'd love to dig into what we could do better to onboard future users so they never feel the pain of figuring out filters. Until then, never hesitate to check in with our workflow specialists. They're there just for YOU! 🤩 -Nicole // Community @ Scratchpad ### 47. Technology working for salespeople, instead of the other way around. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** September 27, 2022 **What do you like best about Scratchpad?** Scratchpad allows our sales team to work ten times faster than working in Salesforce alone. The solution will enable sales teams to focus more time on selling activities rather than data entry and keeping our systems up to date. **What do you dislike about Scratchpad?** Some minor summary, sorting, grouping and filtering capabilities that I'm sure will be resolved shortly. **What problems is Scratchpad solving and how is that benefiting you?** Driving sales efficiency, improving data fidelity, and helping sales management make better data-driven decisions. ### 48. Amazing Productivity Hack: Spend Less Time Updating Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Danilo C. | Commercial Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** September 02, 2022 **What do you like best about Scratchpad?** I like how easy it is to update MEDDIC notes, next steps and even add use cases for all of my prospect and client accounts. **What do you dislike about Scratchpad?** Like any new tool, there's a tiny learning curve. But thankfully the scratch pad team is super responsive and willing to jump on a call any time to help out if you get stuck. **What problems is Scratchpad solving and how is that benefiting you?** It usually takes me 20-30 minutes to update all of my opportunities. With Scratchpad. I spend no more than 5 minutes. **Official Response from Nicole Tan:** > Hey Danilo! Excuse me, did you say you have a 75% reduction in administration time for your opportunities?! 🤯 You're blowing my mind. I'm glad you took advantage of our unlimited 1:1 sessions with the team too-- they're all about increasing efficiency for our users. If you ever want to find new shortcuts to your workflows, come say hi again! Thanks again friend. -Nicole // Community @ Scratchpad ### 49. I LOVE Scratchpad! **Rating:** 5.0/5.0 stars **Reviewed by:** Neal G. | Senior Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** March 08, 2022 **What do you like best about Scratchpad?** Wow, I am blown away! Just a few weeks ago, I started using Scratchpad to streamline my Salesforce workflow. I instantly saw the time saved in completing laborious tasks that took away from valuable selling time. Then two days later, I received an incredible onboarding session from Cassie, who took the time to learn my personal workflow, and guided me through a tailored onboarding that helped become even more efficient in my AE role at Tapcart. So much so, I have introduced the tool to other team members on our team. Awesome software. Awesome customer service. Awesome swag. Over the moon with how above and beyond the Scratchpad team goes to deliver an incredible customer experience. **What do you dislike about Scratchpad?** There are no drawbacks.... Love the software! **What problems is Scratchpad solving and how is that benefiting you?** Saving time spent in Salesforce Efficient Wrokflow **Official Response from Nicole Tan:** > Neal, we're jumping over the moon with you! Thanks so much for your incredible recap of your time on Scratchpad. Please let us know if there's anything we can do to keep raising the bar for you. 💫 -Nicole // Community @ Scratchpad ### 50. Easy to use productivity maximizer! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** April 12, 2022 **What do you like best about Scratchpad?** I've been using Scratchpad since making my latest move to Switchboard Software. Scratchpad is incredibly easy to access, make quick updates to your pipeline and other key SFDC reports. The integration is seamless, the UI is clean & concise, and the ability to create tiles for additional workflows and customization helps create immediate value for however your business is using Salesforce today. Now I am able to keep my executives up to date without carving out hours of my day to make those updates in Salesforce! **What do you dislike about Scratchpad?** Very very few, minor complaints. Sometimes I make a mistake in one of my edits, this still pushes through to Salesforce and creates an additional line item. **What problems is Scratchpad solving and how is that benefiting you?** Salesforce takes forever to update manually, I have improved my efficiency (time saved) by 10x and this is a conservative estimate. My company is unique in our use of Salesforce, Scratchpad has made it possible to operate around this while still saving me valuable time! ## Scratchpad Discussions - [Can I share my scratch pad with the other users in org](https://www.g2.com/discussions/can-i-share-my-scratch-pad-with-the-other-users-in-org) - 2 comments, 1 upvote - [How can I connect Scratchpad into other services (Slack, Confluence, Jira, Zendesk, etc), easily.](https://www.g2.com/discussions/how-can-i-connect-scratchpad-into-other-services-slack-confluence-jira-zendesk-etc-easily) - 1 comment, 1 upvote - [How is your organization using Scratchpad?](https://www.g2.com/discussions/how-is-your-organization-using-scratchpad) - 1 comment, 1 upvote - [Is it possible to make a tile for logging calls and or zoom/meetings from the Salesforce field into Scrathchpad?](https://www.g2.com/discussions/51795-is-it-possible-to-make-a-tile-for-logging-calls-and-or-zoom-meetings-from-the-salesforce-field-into-scrathchpad) - 1 comment, 1 upvote - [What does Scratchpad do?](https://www.g2.com/discussions/what-does-scratchpad-do) - 2 comments - [View Scratchpad pricing details and edition comparison](https://www.g2.com/products/scratchpad/reviews?page=10§ion=pricing&secure%5Bexpires_at%5D=2026-07-21+02%3A10%3A29+-0500&secure%5Bsession_id%5D=38231714-2eab-4fa4-88c4-677da3ec4078&secure%5Btoken%5D=f4a53a84c23a5ae748314f4200dca013d23b8e729dafe753c576a2b5f3bec582&format=llm_user) ## Scratchpad Integrations - [Gong](https://www.g2.com/products/gong/reviews) - [Google](https://www.g2.com/products/google-google/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## Scratchpad Features **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - Other Outreach Options - CRM Integration - Calendar - Shared Records **Call Analytics** - Call Recording - Machine Learning - Call Analysis - Lead Qualification **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Coaching** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Decision Making **Agentic AI - Productivity Bots** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Decision Making **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Training** - Knowledge Base - Coaching Materials - Playbook Creation - Video Record **Incentives** - Triggers - Leaderboards **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights - Gamification **Artificial Intelligence - Conversation Intelligence** - Customer Scoring - Speech-to-Text - Sentiment Analysis **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Feedback** - Review - Scorecard - Coaching Card - Leaderboard - Real-Time Updates - Notifications - Competition **Personalization** - Custom Reports - Dashboards - Goal Setting **Performance Analysis** - Coaching - Peformance Tracking **AI and Automation** - Lead Prioritization - Lead Scoring - Best Time of Day Scheduling - Buyer Intelligence - Machine Learning **Generative AI** - AI Text Summarization **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Administrative** - Integration - Employee Structure - Behavior Monitoring **Sales Analysis** - ROI Forecasting - Sales Forecasting **Generative AI** - AI Text Summarization **Generative AI** - AI Text Generation **Agentic AI - Conversation Intelligence** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Scratchpad Alternatives - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,271 reviews) - [Clari](https://www.g2.com/products/clari/reviews) - 4.6/5.0 (5,503 reviews) - [Weflow](https://www.g2.com/products/weflow/reviews) - 4.6/5.0 (121 reviews)