Our revenue team requires us to update and maintain a lot of fields in SFDC for every opportunity we create. With 20+ fields on each opportunity record across dozens of accounts, that are changing weekly, it's very time consuming to go to each opportunity to SFDC to make these edits. Scratchpad allows me to view my entire pipeline and cooresponding fields into one clean view where I can make edits without any additional clicks or loads. For me, I'm making thousands of updates a month and Scratchpad has helped me feel less frustrated with this data entry and saves me hours each month. Review collected by and hosted on G2.com.

I'd like to see more field mapping. Specifically for me, we have data entry to feilds that are attachments to opportunities, I'd like to see a way to bring them into the editing structure. There might be a way to do this already I just haven't spent a ton of time investigating this. Review collected by and hosted on G2.com.

Most helpful : one page deals build easily and possiblity to make deals changes. Review collected by and hosted on G2.com.

It would be good to have it integrated in SFDC Review collected by and hosted on G2.com.

I used to handwrite my notes in a notebook, and then 1 hour before my scheduled forecast call I would race to update everything in Saleforce. By the time I load all the opportunities in separate tabs, I go get a coffee, and then come back and hope the tabs are loaded.

Needless to say I was rushed, felt unprepared, and didn't seem to forecast very well. Could I start earlier? Sure. But, I work well with deadlines and have a very busy calendar, so there really is a small window to be completely up to date for a weekly "check point."

Now, I use the scratchpad home page to update all of my opportunities daily. It even has fields that can be edited en masse, as opposed to the same fields in a report in SFDC showing as locked. Love it.

My org uses the lite version, and I've thought about buying the upgraded version myself, but currently I just keep my edits to the key fields that need updated routinely. At any rate, I think my team is upgrading next quarter. Love the ease of use, and a single place to manage my deals and notes in SFDC. Review collected by and hosted on G2.com.

I am looking for more customizations, color coding, and basically a way to replicate a google sheet I keep as a deal tracker. I don't now if I can do it with the version I'm on or if I'll need to get an upgraded license.

I would be keen to see trends, reports, and maybe highlight interesting stats based on my dealflow. Review collected by and hosted on G2.com.

I'm not sure why Salesforce has such a clunky UI. I found myself so frustrated with clicking in and out of fields that need to be updated. I never understood why I couldn't generate a report and then update the fields in the report. Salesforce is a great tool, but frustrating to use without something like Scratchpad. I manage a lot of accounts, and my book of business is constantly expanding. Being able to use Scratchpad to keep things up to date has been incredible. I don't have to worry about clicking through a clunky UI or generating reports and jumping in and out of account pages. Scratchpad allows me to do everything quickly in view. Review collected by and hosted on G2.com.

No downsides! Talk to your revops team and get this tool. Review collected by and hosted on G2.com.

In my position, I own the opportunities I work on with my team. Scratchpad's biggest benefit for me is when reviewing opportunities with an extended team. Scratchpad allows us to easily view the overall overview and at the same time make changes to individual opportunities in this overview. Such an option shortens necessary internal meetings by dozens of minutes per week. Advanced filtering, highlighting and grouping capabilities are essential for building relevant views of the pipeline based on who I'm meeting with. And last but not least, it doesn't take more than 10 min of learning to fully use Scratchpad, so we were able to start using it from the first meeting after implementation. Not to forget, I appreciate the very fast and helpful support with personal touch. Review collected by and hosted on G2.com.

I have no major complaints, but I would appreciate optimization for working on a mobile device. It would also help to be able to load all opportunities with grouping on instead of loading opportunities five at a time. Review collected by and hosted on G2.com.

I love how Scratchpad shows me all of my opportunities in a very friendly and comprehensive UI. Every day I am able to quickly update my pipeline and see what tasks need to be follow up on. Having the tasks section is super helpful for me to stay on top of follow ups, outreach and even handling internal tasks. With Scratchpad integrating with my google calendar, I have the visibility to create my schedule for the day while ensuring all my tasks are completed. The scratchpad shortcut is also a life changer, as it saves me so much time when I'm using LinkedIn to research and update metrics on the accounts which exist in SF. The customer support has also been impeccable and they answer all of my questions with ease while showing me how to enhance more features. Review collected by and hosted on G2.com.

I really don't have any strong dislikes about Scratchpad. The tool is very easy to integrate into my daily tasks and also gives me the ability to have enhanced visibility on what is most relevant for me in SF. One thing that would be nice to have is being able to view the activity for a company with more detail. I am able to see what numbers or emails were previously sent, but it would be nice to see the names of the contacts associated with an account. Review collected by and hosted on G2.com.

I love that it makes a valuable resource like salesforce actually useable. I know that sounds silly but salesforce provides such valuable data and insights to our team but as an account executive, it is a huge pain to actually use (especially when you're busy). Scratchpad allows us to give our teams the insight they love from salesforce without the pain and suffering that goes into actually using it!

Plus Brittney on the Scratchpad team is our FAVORITE! Quick and super helpful responses - plus she is fun!

Once we were onboarded, we were off to the races. It was relatively quick and I love the shortcuts! Review collected by and hosted on G2.com.

I wish there was more power to adjust fields manually without having to do it in salesforce first, but i realize that is the nature of the beast! Review collected by and hosted on G2.com.

Scratchpad allows me to quickly update my pipeline, track and view activity. I love how easy it is to manage everything in one spot vs. waiting for SF to load each opportunity.

Scratchpad allows me to stay on top of all deals with a single view of opportunities so I can efficiently stay on top of any next steps.

It's easy to change dates, hop into the SF record and manage my pipeline. I use Scratchpad every day. The notes feature is great and easily accessible - notes can be linked to the record if you so choose. I love that I can create templates for notes too.

The CS team at Scratchpad is excellent and responsive too! Review collected by and hosted on G2.com.

There is nothing I can think of that I don't like about Scratchpad, Review collected by and hosted on G2.com.

One of my colleauges introduced me to Scratchpad about a year ago and I was reluctant to use is as our company is very stringent when it comes to SalesForce, how data is entered and how leads are followed up with. After months of frustration using legacy SF I was looking for an alternative and Scratchpad saved my bacon! It is so easy to use and customize that I'm hooked and pay for the monthly subscription out of my own pocket. It literally saves me at least 1-2+ hours per day and my followup is more accurate and timely as I HATE creating tasks in SF. As a senior sales person with 25+ years of technology sales experience I plan to use Scratchpad for the remainder of my career. Review collected by and hosted on G2.com.

I would like to have the ability to move or shrink the far left column on the main dashboard for my pipeline. I consider myself a novice user so don't really have a lot of other constructive feedback. Review collected by and hosted on G2.com.

Scratchpad dramatically accelerates the time it takes for me to do anything Salesforce, pipeline, or account management related. I helped champion bringing it in to my last organization and have been a huge fan ever since, so I was excited when I learned that my current company had already adopted it.

Even lifelong Salesforce users have joined the fanclub, being surprised at just how much they find themselves loving Scratchpad.

I'm in it daily to manage my pipeline, next steps, and getting a birds-eye view of active opportunities without the mess of working through Salesforce. That being said, I also leverage it heavily for note-taking (and creating visibility), building a plan of attack with my SDR, and more. I'm actually a huge fan of building out account lists, tiering, and other more powerful things that would either be slow in Salesforce or just way too difficult.

Simply put, Scratchpad is a great example of how a tool is only as powerful as the adoption -- Scratchpad nails the adoption part. They also walk you through onboarding when you first get started and the support is great at customizing your needs and experience. Review collected by and hosted on G2.com.

Scratchpad does uplevel the org a lot, but I wish they'd invest a bit more in two areas.

1. Notes are not as robust as other tools. I'd imagine this is somewhat determined by underlying SFDC capabilities but formatting would be helpful, even if it doesn't passthrough in Salesforce itself.

2. I think there is more to be done with Automations and surfacing more examples of exactly how these could be used both by leadership and individual users. Review collected by and hosted on G2.com.