Scratchpad

Product information

Reviews

4.2 out of 5 stars

Scratchpad is best for SMB and mid-market sales teams who need to streamline their Salesforce workflows and manage pipeline updates more efficiently. It stands out for its intuitive interface and real-time syncing with Salesforce, but may not be ideal if you require deep customization or advanced reporting features. Compared to tools like Salesforce Lightning, Troops, and Dooly, it’s better suited for teams that want a lightweight, fast layer on top of Salesforce for daily sales activities. If you’re dealing with slow, clunky Salesforce data entry and poor pipeline visibility, this is probably the right tool. If not, you might want to explore more robust sales enablement platforms or native Salesforce enhancements.

Scratchpad logo

Tool Details

Best For
SMB
Popularity
Widely Adopted
Company Stage
Growth-Stage
Alternatives
  • Dooly
  • Salesforce Lightning
  • Troops
  • Gong
  • Outreach
Pros
  • Extremely easy to set up and use
  • Real-time sync with Salesforce
  • Saves significant time on data entry
  • Clean, distraction-free interface
  • Great for quick note-taking and updates
Cons
  • Limited advanced reporting
  • Customization options are basic
  • Heavily reliant on Salesforce integration
  • Not ideal for large enterprises with complex workflows
  • Mobile experience is limited

How to customize Scratchpad settings for efficient B2B go to market workflows

Learn step-by-step how to set up and customize Scratchpad for fast, organized B2B sales workflows—without the fluff or unnecessary features.

How to organize and prioritize sales accounts using Scratchpad workspace features

A practical guide to organizing and prioritizing sales accounts using Scratchpad workspace features—what actually works, what to skip, and how to get started.

How to streamline sales pipeline updates using Scratchpad step by step

Stop dreading pipeline updates. Learn how to use Scratchpad to make Salesforce pipeline changes fast, accurate, and way less painful.

The complete guide to syncing Salesforce notes with Scratchpad for sales teams

Learn how to sync Salesforce notes with Scratchpad for seamless sales workflows, honest pros and cons, and practical setup tips for sales teams.

How to create and manage custom sales templates in Scratchpad for better deal tracking

Learn how to build and organize custom sales templates in Scratchpad to make deal tracking faster, clearer, and less of a hassle for your team.

How to set up reminders and follow up tasks in Scratchpad for B2B sales reps

Learn how B2B sales reps can quickly set up reminders and follow-up tasks in Scratchpad to avoid deals slipping through the cracks.

How Scratchpad Transforms Salesforce Data Management for B2B Sales Teams

Cut Salesforce admin time, keep pipeline data fresh, and actually help reps sell—here’s how Scratchpad changes the game for B2B sales teams.

How to quickly update Salesforce opportunities using Scratchpad without switching tabs

Stop wasting time switching tabs—learn how to update Salesforce opportunities fast using Scratchpad, all in one view.

How to automate your daily sales tasks in Scratchpad for maximum productivity

Learn step-by-step how to automate your daily sales tasks in Scratchpad and save hours every week—real tips, no fluff, and zero jargon.

Comparing Scratchpad with Traditional CRM Tools for Streamlined Go To Market Workflows

See how Scratchpad stacks up against classic CRM tools for sales teams. We break down what actually works (and what doesn't) for real go-to-market teams.

How to track and manage meeting notes in Scratchpad to boost account engagement

A no-nonsense guide to tracking and managing meeting notes in Scratchpad, so you stay organized and drive real account engagement—without extra busywork.

Step by step process for collaborating with your sales team in Scratchpad

A practical, honest guide for sales and RevOps teams to work together effectively in Scratchpad, from setup to real-world collaboration.

Comprehensive Review of Scratchpad for B2B Sales Teams How This GTM Software Streamlines Salesforce Workflow

Honest, in-depth review of Scratchpad for B2B sales teams. Learn how this GTM tool really streamlines Salesforce workflows—and where it falls short.