Scratchpad Features
What are the features of Scratchpad?
Incentives
- Triggers
Personalization
- Custom Reports
- Dashboards
- Goal Setting
Administrative
- Integration
- Employee Structure
- Behavior Monitoring
Organization
- Opportunity and Pipeline Management
- Data Entry
Integrated Workflows
- Task Management
- CRM Integration
- Shared Records
Repeatability and Reportability
- Content Management
- Workflow Management
- Workflow Performance
Technology Glossary Features
View definitions of the features and discover new technology terms.
Scratchpad Categories on G2
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Data Sourcing
Data Sourcing | Compiles data from a breadth of either internal or external sources. 42 reviewers of Scratchpad have provided feedback on this feature. | 83% (Based on 42 reviews) | |
Exporting & Sharing Data | As reported in 42 Scratchpad reviews. Enables user to communicate data by securely exporting and sharing it. | 80% (Based on 42 reviews) | |
Multi-Device Data Visualization | Based on 38 Scratchpad reviews. Allows users to view data visualizations on several devices. | 74% (Based on 38 reviews) | |
Interactive Dashboards | As reported in 46 Scratchpad reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. | 91% (Based on 46 reviews) | |
Data Segmentation | Based on 40 Scratchpad reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region. | 92% (Based on 40 reviews) |
Predictive Analytics
Lead Scoring | As reported in 39 Scratchpad reviews. Provides scores or rankings of each prospect based on the data provided. | 71% (Based on 39 reviews) | |
Opportunity Scoring | Provides insights to determine which deals already in the pipeline have the best chance of closing. This feature was mentioned in 39 Scratchpad reviews. | 85% (Based on 39 reviews) | |
Risk Analysis | Warns sales teams of accounts that may be at risk of being lost. 38 reviewers of Scratchpad have provided feedback on this feature. | 81% (Based on 38 reviews) | |
Live Forecasting | Provides live customer data so that sales organizations forecasts stay current. 43 reviewers of Scratchpad have provided feedback on this feature. | 86% (Based on 43 reviews) |
Sales Management
Live Pipeline Management | Updates every time a change is made enabling users to trace a deal through the pipeline. 46 reviewers of Scratchpad have provided feedback on this feature. | 93% (Based on 46 reviews) | |
Sales Gamification | As reported in 40 Scratchpad reviews. Enables competition between a sales team by providing things like challenges and scoreboards. | 71% (Based on 40 reviews) | |
Account-Based Analytics | Based on 41 Scratchpad reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible. | 84% (Based on 41 reviews) | |
Activity Tracking | Enables sales managers to stay on top of their team activities by providing visibility into customer communication. 43 reviewers of Scratchpad have provided feedback on this feature. | 86% (Based on 43 reviews) |
Training
Knowledge Base | Organizes knowledge from fellow sales representatives and other experienced employees for reference. | Not enough data | |
Coaching Materials | Offers content and training for new hires within the tool. | Not enough data | |
Playbook Creation | Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes. | Not enough data | |
Video Record | Records users' practice or live pitches for future reference and improvement. | Not enough data |
Feedback
Review | Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement. | Not enough data | |
Scorecard | Provides a scorecard to display team and/or individual performance. | Not enough data | |
Coaching Card | Allows managers to utilize and snapshot scorecards to coach new hires and assign action items. | Not enough data | |
Leaderboard | Projects team sales performance publicly to reward and motivate employees. | Not enough data | |
Real-Time Updates | Updates sales data in real-time so as to help teams remain close to their goals. | Not enough data | |
Notifications | Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction. | Not enough data | |
Competition | Motivates employees by creating time-sensitive competititons that drive performance. | Not enough data |
Incentives
Triggers | Based on 146 Scratchpad reviews. Automatically recognizes achievements that should be added to the leaderboard. | 74% (Based on 146 reviews) | |
Leaderboards | Highlights top-performing employees to publicly reward their achievements. 129 reviewers of Scratchpad have provided feedback on this feature. | 71% (Based on 129 reviews) |
Personalization
Custom Reports | Based on 260 Scratchpad reviews. Generates reports with customizable fields to further understand employee performance. | 89% (Based on 260 reviews) | |
Dashboards | Based on 262 Scratchpad reviews. Visualizes individual and team insights such as new leads and outbound calls. | 91% (Based on 262 reviews) | |
Goal Setting | Allows teams to set trackable goals within the tool. This feature was mentioned in 165 Scratchpad reviews. | 81% (Based on 165 reviews) |
Administrative
Integration | Integrates with CRM and financial systems to help determine goals 280 reviewers of Scratchpad have provided feedback on this feature. | 94% (Based on 280 reviews) | |
Employee Structure | Based on 147 Scratchpad reviews. Organizes team members by roles, activities and objectives and weighs tasks by importance. | 82% (Based on 147 reviews) | |
Behavior Monitoring | Based on 143 Scratchpad reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance. | 80% (Based on 143 reviews) |
Lead Facilitation
Customer-facing Chatbot | As reported in 53 Scratchpad reviews. Offers a chatbot to initiate and carryout inital conversations with prospects and leads. | 77% (Based on 53 reviews) | |
Lead Qualification | Automatically calculates which leads are the most likely to become a customer. This feature was mentioned in 61 Scratchpad reviews. | 88% (Based on 61 reviews) | |
Lead Follow-up | Based on 72 Scratchpad reviews. Automatically contacts all leads. | 88% (Based on 72 reviews) | |
Meeting Scheduling | As reported in 61 Scratchpad reviews. Utilizes natural language processing to set up meetings. | 83% (Based on 61 reviews) |
Organization
Opportunity and Pipeline Management | Based on 168 Scratchpad reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 96% (Based on 168 reviews) | |
Data Entry | Automates the entry of collected data. This feature was mentioned in 162 Scratchpad reviews. | 97% (Based on 162 reviews) | |
Integrations / APIs | Based on 124 Scratchpad reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | 91% (Based on 124 reviews) |
Performance Analysis
Coaching | Provides real-time coaching to sales representatives. This feature was mentioned in 68 Scratchpad reviews. | 83% (Based on 68 reviews) | |
Peformance Tracking | As reported in 81 Scratchpad reviews. Tracks and analyzes sales representative performance. | 86% (Based on 81 reviews) |
Sales Analysis
ROI Forecasting | Measure return on investment and leverage data to predict profitability of future projects. 75 reviewers of Scratchpad have provided feedback on this feature. | 86% (Based on 75 reviews) | |
Sales Forecasting | As reported in 111 Scratchpad reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 95% (Based on 111 reviews) |
Integrated Workflows
Task Management | Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. 182 reviewers of Scratchpad have provided feedback on this feature. | 89% (Based on 182 reviews) | |
Email Tracking/Automation | Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. 116 reviewers of Scratchpad have provided feedback on this feature. | 64% (Based on 116 reviews) | |
Calls and Voice | Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. 100 reviewers of Scratchpad have provided feedback on this feature. | 50% (Based on 100 reviews) | |
Other Outreach Options | Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. 85 reviewers of Scratchpad have provided feedback on this feature. | 64% (Based on 85 reviews) | |
CRM Integration | Based on 194 Scratchpad reviews. Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. | 95% (Based on 194 reviews) | |
Calendar | As reported in 130 Scratchpad reviews. Integrates with calendar software so users can seamlessly schedule calls. | 76% (Based on 130 reviews) | |
Shared Records | Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. 148 reviewers of Scratchpad have provided feedback on this feature. | 86% (Based on 148 reviews) |
Repeatability and Reportability
Content Management | Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. 143 reviewers of Scratchpad have provided feedback on this feature. | 79% (Based on 143 reviews) | |
Workflow Management | Based on 171 Scratchpad reviews. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. | 90% (Based on 171 reviews) | |
Workflow Performance | Based on 155 Scratchpad reviews. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. | 88% (Based on 155 reviews) | |
Sales Coaching and Insights | Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. 118 reviewers of Scratchpad have provided feedback on this feature. | 72% (Based on 118 reviews) | |
Gamification | Based on 96 Scratchpad reviews. Provides gamifaction features to rank sales reps on performance | 56% (Based on 96 reviews) |
Call Analytics
Call Recording | See feature definition | Records sales calls and facilitates playback | Not enough data |
Machine Learning | Utilizes machine learning technology to analyze recorded sales calls | Not enough data | |
Call Analysis | Analyzes or facilitates the analysis of recorded and stored sales calls for insight | Not enough data | |
Lead Qualification | Leverages analytics to qualify and score calls in real time | Not enough data |
Agent Performance Management
Customer Scoring | Leverages technology to rate or "read" recordings to determine the impact of sales calls | Not enough data | |
Speech-to-Text | Transcribes sales calls from speech to text | Not enough data | |
Artificial Intelligence | Utilizes artificial intelligence technology to discover insights within recorded sales calls | Not enough data |
AI and Automation
Lead Prioritization | As reported in 129 Scratchpad reviews. Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. | 78% (Based on 129 reviews) | |
Lead Scoring | Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage 110 reviewers of Scratchpad have provided feedback on this feature. | 70% (Based on 110 reviews) | |
Best Time of Day Scheduling | Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations 95 reviewers of Scratchpad have provided feedback on this feature. | 61% (Based on 95 reviews) | |
Buyer Intelligence | Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. 94 reviewers of Scratchpad have provided feedback on this feature. | 55% (Based on 94 reviews) | |
Machine Learning | See feature definition | Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers
based on historical buyer behavior. This feature was mentioned in 95 Scratchpad reviews. | 55% (Based on 95 reviews) |
Generative AI
AI Text Generation | As reported in 17 Scratchpad reviews. Allows users to generate text based on a text prompt. | 66% (Based on 17 reviews) | |
AI Text Summarization | As reported in 17 Scratchpad reviews. Condenses long documents or text into a brief summary. | 62% (Based on 17 reviews) | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | As reported in 74 Scratchpad reviews. Allows users to generate text based on a text prompt. | 54% (Based on 74 reviews) |
Agentic AI - Sales Performance Management
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
Agentic AI - Sales Analytics
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
Agentic AI - Sales Coaching
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Sales Engagement
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - AI Sales Assistant
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Conversation Intelligence
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Productivity Bots
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
