Scratchpad
The AI Workspace for Sales
Overview
Scratchpad provides a fast and intuitive interface for sales reps to interact with Salesforce. It allows them to update their pipeline, take notes, manage tasks, and collaborate with their team without having to navigate the complexities of the standard Salesforce UI. It also includes AI features to automate data entry and provide coaching.
✨ Key Features
- Salesforce-connected Notes and Spreadsheets
- Pipeline Management and Inspection
- Task Management
- AI-powered Data Entry and Coaching
- Deal Collaboration and Handoffs
- Sales Playbooks and Templates
🎯 Key Differentiators
- Extremely user-friendly and intuitive interface.
- Deep integration with Salesforce that feels like a native extension.
- Focus on the individual sales rep's workflow and productivity.
Unique Value: Scratchpad makes it incredibly easy for sales reps to keep Salesforce up-to-date, which leads to better data, more efficient pipeline reviews, and more accurate forecasts.
🎯 Use Cases (4)
✅ Best For
- Reducing the time sales reps spend on administrative tasks.
- Improving the quality and timeliness of data in Salesforce.
- Making pipeline reviews more efficient and effective.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies that do not use Salesforce.
- Teams looking for a full-featured revenue intelligence platform with advanced forecasting.
🏆 Alternatives
Compared to using Salesforce directly, Scratchpad is significantly faster and more user-friendly. Versus other sales productivity tools, it is known for its simplicity and tight integration with Salesforce.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Dedicated Support (Business tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: Basic features, one Scratchpad view, limited Salesforce updates.
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