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What is Scratchpad?

Salesforce, while a powerful database, often suffers from slow performance, requiring users to navigate through excessive clicks and multiple browser tabs for their everyday activities. As a result, many individuals turn to spreadsheets for various tasks, including recording sales notes and managing to-do lists across different platforms, which in turn compels them to dedicate time on their calendars just to input data back into Salesforce. Is this truly the best method? We contend that it isn’t! Introducing Scratchpad, a workspace specifically designed for sales professionals. Every aspect of Scratchpad has been meticulously crafted with the needs of account executives in mind, focusing on enhancing speed and ease of use. This tool effectively unifies sales notes, spreadsheets, tasks, Kanban boards, search capabilities, collaboration features, and compliance with sales protocols all within a single, intuitive workspace that connects directly to Salesforce, eliminating the necessity for switching between multiple tabs and repetitive tasks. Given the numerous responsibilities sales professionals juggle daily, reducing clicks is crucial; Scratchpad compiles notes, tasks, and customer details—including emails, calendar appointments, and activity logs—into a streamlined interface. This groundbreaking solution not only alleviates the struggle of navigating between different windows but also equips users with a holistic view to enable swift decision-making. Ultimately, Scratchpad is poised to transform the workflow of sales professionals, making their operations more fluid and productive than ever before. By embracing such an innovative approach, sales teams can focus more on closing deals rather than struggling with cumbersome administrative tasks.

What is Sales Sparrow?

You can easily incorporate notes into Salesforce and benefit from AI-driven suggestions for managing tasks and events. Begin taking notes instantly on your mobile device for maximum convenience. Our intelligent AI evaluates your notes and proposes task and event creation with a simple tap. The homepage effectively showcases accounts that require your focus, while the swift account search feature ensures quick access. Every account page is filled with essential details to help you prepare for your upcoming calls. Sales Sparrow simplifies linking your Salesforce account, enabling you to view lead information, gather insights, and effortlessly add notes. Furthermore, it provides AI-generated suggestions based on your notes for future actions, facilitating the creation and management of tasks and events, which in turn boosts overall productivity and organization. With these advanced features, users can optimize their workflow and guarantee that no important details are overlooked. This comprehensive approach allows for better time management and ensures that all critical aspects of sales are addressed efficiently.

Media

Media

Integrations Supported

Salesforce
AWS Lambda
Amazon DynamoDB
Ashby
GenRocket
Google Chrome
Kotlin
OpenAI
Slack
Spring Boot
Swift

Integrations Supported

Salesforce
AWS Lambda
Amazon DynamoDB
Ashby
GenRocket
Google Chrome
Kotlin
OpenAI
Slack
Spring Boot
Swift

API Availability

Has API

API Availability

Has API

Pricing Information

$19 per user per month
Free Trial Offered?
Free Version

Pricing Information

Free
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Scratchpad

Date Founded

2019

Company Location

United States

Company Website

scratchpad.com

Company Facts

Organization Name

True Sparrow

Date Founded

2007

Company Location

India

Company Website

truesparrow.com/sales-sparrow

Categories and Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Categories and Features

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