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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 Saleswise?

Saleswise simplifies the process of consolidating your team’s communications, meetings, documents, and CRM updates directly into your inbox, making it easy to interpret information and take swift action. In the complex realm of B2B sales, there are numerous touchpoints throughout the organization, but these valuable interactions often go undocumented and get lost in disparate inboxes and calendars. By bringing together these many-to-many relationships, SalesWise provides a holistic 360-degree perspective of customer interactions, which enhances collaboration among various teams. The platform integrates seamlessly with Salesforce and a variety of email systems, ensuring smooth transitions for managing customer relationships. Regardless of any shifts in your team or client roster, all critical data remains easily accessible to those who need it the most. By supplying vital relationship data across the enterprise, SalesWise enables teams to maintain their efficiency and focus on achieving objectives. It eliminates the chaos of email CCs, forwards, and unwieldy internal updates regarding deal progress, all while aligning the organization without imposing extra per-seat fees. Ultimately, this groundbreaking solution revolutionizes how teams engage and handle their sales processes, fostering an environment ripe for enhanced productivity and success. With SalesWise, your sales team can navigate their tasks with clarity and purpose, ensuring that every interaction is meaningful and impactful.

Media

Media

Integrations Supported

Salesforce
Ashby
GenRocket
Google Chrome
Slack

Integrations Supported

Salesforce
Ashby
GenRocket
Google Chrome
Slack

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$500 per month
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

Saleswise

Date Founded

2014

Company Location

United States

Company Website

www.saleswise.com/the-platform/

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

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

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