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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Enhance the effectiveness of the salesforce by offering actionable performance insights via mobile applications. Foster transparency and build trust within the salesforce through effective communication and structured governance processes. Streamline the compensation plan creation for analysts using a cutting-edge comp model builder. Boost the efficiency of sales commission administration through enhanced dispute resolution and payment management procedures. Elevate quota achievement among the salesforce with practical performance insights. Encourage transparency and trust by clearly communicating quotas and adjustments within the salesforce. Simplify the quota establishment process for analysts with an innovative quota model builder. Increase the effectiveness of the quota setting process by providing a range of quota analysis tools for analysts. Finally, improve salesforce execution by delivering comprehensive map-based visualizations of territory-level data.

Description

While Salesforce serves as an effective database, it tends to be slow, necessitating excessive clicks and numerous browser tabs for daily tasks. Consequently, many users resort to spreadsheets for their work, jotting down sales notes and managing to-do lists in different applications, which leads to scheduling time on their calendars solely for the purpose of transferring information back into Salesforce. Is this truly the most efficient approach? We argue that it is not! Enter Scratchpad, the first workspace uniquely crafted for sales professionals. Every feature and interaction has been thoughtfully designed with account executives in mind, prioritizing speed and convenience. Scratchpad seamlessly integrates sales notes, spreadsheets, tasks, Kanban boards, search functionalities, collaboration tools, and adherence to sales processes within a single, user-friendly workspace that links directly to Salesforce, thereby eradicating the need for multiple tabs and redundant efforts. With a plethora of tasks to manage daily, minimizing clicks is essential; Scratchpad consolidates notes, tasks, and customer information—including emails, calendar events, and activity logs—into an easily digestible view. This innovative solution eliminates the hassle of toggling between tabs, providing users with a comprehensive overview to facilitate prompt action. Ultimately, Scratchpad aims to revolutionize how sales professionals work, making their processes smoother and more efficient.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Ashby No 
GenRocket No 
Google Chrome No 
Salesforce No 
Slack No 

Integrations

Ashby Yes 
GenRocket Yes 
Google Chrome Yes 
Salesforce Yes 
Slack Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$19 per user per month
Billed annually
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Optymyze

Website

www.optymyze.com

Vendor Details

Company Name

Scratchpad

Founded

2019

Country

United States

Website

scratchpad.com

Product Features

Channel Management

Campaign Management No 
Channel Analytics No 
Incentive Management Yes 
Inventory Control No 
Lead Management No 
Opportunity Management No 
Order Management No 
Partner Management No 
Product Management No 
Reseller Management No 

Commission

Affiliate Management No 
Agency Commission No 
Commission Calculations No 
Commission Scheduling No 
Commission Tracking No 
Compliance Management No 
Flat Commissions No 
Incentive Programs Yes 
Multi-Tiered Commissions No 
Percentage Commissions No 
Sliding Scale Commissions No 
Split Commissions No 

Compensation Management

Bonus Management No 
Compensation Assessment No 
Compensation Calculation No 
Compensation Plan Modeling No 
Compensation Statements No 
Employee Reward Programs No 
Incentive Programs Yes 
Organizational Charting No 
Salary Planning No 

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management Yes 
Training Management No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management Yes 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management Yes 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Product Features

Field Sales

Activity Tracking No 
CRM No 
Channel Management No 
Collaboration Tools No 
Controlled Access No 
Dashboard Management No 
Expense Management No 
Fast Estimates No 
Inventory Management No 
Invoices No 
Lead / Opportunity Management No 
Online Payments No 
Order Management No 
Quoting No 
Reporting / Analytics No 
Route Optimization No 
Territory Management No 
Time Tracker No 
Visit Scheduling No 
Workflow Management No 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Alternatives

Alternatives