What is Scratchpad?
Scratchpad is a revenue automation tool designed to simplify Salesforce pipeline management. It provides inline editing and workflow views that help sales teams update records quickly. The platform connects directly to Salesforce to reduce manual data entry.
Scratchpad functions as a revenue automation layer built on top of Salesforce. Sales representatives can manage their pipeline through a streamlined interface that offers inline editing capabilities, eliminating the need to navigate complex CRM layouts. The tool provides workflow views that consolidate daily tasks, follow-ups, and deal updates into a single workspace. Teams benefit from real-time synchronization with Salesforce, ensuring data accuracy without duplicate entries. By reducing the friction associated with CRM updates, Scratchpad allows sellers to spend more time on revenue-generating activities. The platform targets organizations looking to improve CRM adoption and data hygiene across their sales organization.
Ideal Customer Profile
Sales organizations running Salesforce that want to increase CRM adoption and reduce time spent on manual data entry.
Key Features
- Inline editing for Salesforce records
- Workflow views for daily task management
- Real-time Salesforce synchronization
- Pipeline management workspace
- Deal inspection and tracking
- Automated data entry reduction
- Consolidated follow-up views
- CRM adoption improvement tools
- Account and opportunity overlays
- Manager visibility dashboards
How to use Scratchpad
Teams connect Scratchpad to their existing Salesforce instance and configure workspace views based on their pipeline needs. Sales representatives access their daily tasks, deals, and account updates through the Scratchpad interface, making inline edits that sync automatically to the CRM. Managers can monitor team activity and pipeline changes through consolidated workflow views.
Pricing
Pricing not publicly listed.
