Managing your pipeline can be a nightmare with countless clicks and browser tabs, tedious copying and pasting from notes, docs, and spreadsheets, and blocking time on your calendar just to update Salesforce. This environment won’t help you develop and maintain a healthy pipeline.
Scratchpad simplifies pipeline management by consolidating tools you already know and use, such as notes, sheets, docs, Salesforce, tasks, calendars, notifications, and search. All available in a beautifully simple experience just for you.
With hundreds of tasks to complete each day, every click counts. Scratchpad tailors your workflows so process isn’t a burden, updating next steps isn’t a chore, and keeping Salesforce in order is a labor of love. No more bouncing between tabs or spreadsheets to manage your deals. Just one beautifully simple view to help you work faster and sell more.
"Scratchpad is essential and the most efficient way to keep Salesforce up to date. It's SOOO fast and customizable giving me more time to sell and more time with my family! It's SUPER important to capture data in Salesforce and Scratchpad removes the chore involved with making Salesforce updates."
Organize and manage your pipeline by categorizing opportunities into columns based on forecast category or stage. Easily summarize dollar amounts and tailor views with field-level customization for a fresh experience to manage your pipeline.
"Saved me tons of time managing my pipeline. I have been able to more efficiently track how I am doing as an IC and even my managers have been able to pull up views of my pipe during our 1:1s using scratchpads and talk about it that way as well."
Using basic note-taking tools slow your ability to effectively manage your pipeline which requires you to block time on your calendar and transfer data to Salesforce. Scratchpad Notes are intuitive, media rich, connected to your pipeline, and synced with Salesforce.
"Now being able to have the images, notes, and all syncing in one spot that I can cut down on the wasted time and get back to selling."
Access all deal information in real-time with Scratchpad Command. No searching through notes, spreadsheets, calendars, or CRMs for customer information. Now you can access and update Salesforce, create new contacts and opportunities, and manage your pipeline from anywhere on the web.
"Scratchpad offers an easy way to keep all your thoughts in one place as you can just click 'command J' to quickly open a Scratchpad window and update your pipeline fields as you go."
Scratchpad improves collaboration across your sales team through better account planning, improved handoffs, deal inspection, and more effective one-on-ones between reps and managers.
Scratchpad Tasks give you a centralized space to keep track and take action on the tasks needed to move your deals through the pipeline. Reps and Managers can prioritize and organize their days by scheduling, arranging, and assigning tasks so the job always gets done.
Scratchpad Deal Spotlights show you warnings and gaps in your open pipeline, helping you to take action and make updates before receiving that gentle reminder from your manager or ops.
Scratchpad's Workflow Tiles enable you to create shortcuts to your Salesforce fields and data. Whether you're an AE optimizing your workflow, a Manager inspecting deals, or RevOps driving process compliance, Workflow Tiles are the fastest experience to view opportunities, manage pipeline, follow processes.