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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 SalesPresenter?

How can you improve your sales strategy? By integrating SalesPresenter with your ERP system, your sales team can access real-time and relevant information, such as current stock levels. This ensures that your sales representatives have a comprehensive selection of catalogs at their disposal. When a sales order is initiated, it automatically integrates with your ERP system, which reduces unnecessary administrative tasks and lessens the likelihood of errors. With accurate data available instantly, sales representatives can confidently verify that order lines are fulfilled based on the latest stock information. The option to add a styling module further enhances the presentation of products, elevating professionalism. Sales representatives find the platform's user-friendly interface beneficial, especially since it supports multiple languages. Furthermore, the system permits offline order-taking, which is ideal for events or while on the go, allowing orders to be uploaded as soon as a connection is restored. This functionality significantly cuts down on the time required to process orders post-events, enabling your team to focus on more important endeavors. Ultimately, presenting products in a sophisticated manner without relying on calculators and paper catalogs not only enhances efficiency but also boosts your brand's overall image. By leveraging these tools, your sales strategy can become more streamlined and effective.

Media

Media

Integrations Supported

Ashby
Codeless Platforms Alerting Software
Codeless Platforms BPA Platform
GenRocket
Google Chrome
Salesforce
Slack

Integrations Supported

Ashby
Codeless Platforms Alerting Software
Codeless Platforms BPA Platform
GenRocket
Google Chrome
Salesforce
Slack

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

Pricing not provided.
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

BlueAlligator

Date Founded

1981

Company Location

United Kingdom

Company Website

www.blue-alligator.com/salespresenter/

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

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

Order Entry

Back Order Management
Customer Database
Inventory Management
Order Fulfillment
Order Management
Real Time Order Entry
Remote Order Entry
Shipping Management
Warehouse Management

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