Scratchpad Command: The Fastest Way to Access and Update Salesforce From Any Web App

Account executives in nearly all sales organizations are inundated with too many sales tools that are decentralized from their CRM. This forces salespeople into a time-consuming and exhausting workflow of navigating back and forth between tools, managing dozens of browser tabs, monotonous clicking, and tedious copying and pasting, all while simultaneously trying to update Salesforce. As a result, there is a decrease in day-to-day efficiency, productivity, and, ultimately, time for salespeople to do their jobs—sell. 

Scratchpad Command has launched, unlocking the fastest way for salespeople to access and update their sales notes, tasks, and Salesforce, on any web application or sales community – for free.

After speaking directly with thousands of account executives from sales organizations of all sizes, we learned they spend greater than half of their time updating Salesforce instead of selling. Account executives simply want to update Salesforce faster without switching context and breaking their workflow, so they can have more conversations with customers and close more deals. Scratchpad Command enables every Salesforce user on Earth to make the necessary updates they need, from any website, without switching tabs, for free. It’s fast. It’s simple. And it’s delightful to use.

Pouyan Salehi, co-founder and CEO of Scratchpad

With Scratchpad Command, in one click, users can create a new contact, account, opportunity, task, or activity and make updates to any custom field or object in Salesforce. Account executives can create, update and sync important deal notes from anywhere, eliminating the need to ever log into Salesforce directly, bounce between other sales tools, or be burdened by copying and pasting from one application to another.

Scratchpad Command can also be used where account executives engage in sales communities, helping them update Salesforce while connecting with their peers and colleagues anywhere on the internet. Additionally, sales leaders benefit from instant access to updated Salesforce data while working within their favorite forecasting tools and BI systems, or custom-built internal reporting dashboards.

Customers can install Scratchpad as a Chrome plug-in, connect to Salesforce and make updates to their pipelines in 30 seconds or less. Scratchpad instantly connects to Salesforce and gives salespeople a fast and modern interface to interact with their sales data and workflows. Salesforce remains the database of record, while Scratchpad serves as the point of engagement that revenue teams enjoy using. 

When it comes to sales representatives, nothing rings more true than the phrase time is money. And when that time (and money) is cut in half because of the inefficiencies caused by all of the tools and applications that are supposed to make their jobs better, it’s an issue not only to the sales individual but to the bottom line of the organization. Scratchpad Command enables account executives to quickly and efficiently manage their pipelines with their own easy-to-use unified workspace, so they can get back to closing more deals and making a bigger impact on the business.

Nancy Nardin, Founder, Smart Selling Tools

Scratchpad Command is now available for freemium and paid users.

Scratchpad Unified Workspace

Scratchpad provides a unified workspace between calendar, sales notes, and Salesforce. For the first time ever, any account executive, sales development representative (SDR), or sales manager using Salesforce can access and create notes, add and enrich new contacts, and create and manage tasks directly from their calendar.

Calendar, note-taking apps, tasks, and Salesforce are an essential part of every salesperson’s day, but they are entirely disconnected from each other and don’t fit into a salesperson’s workflow. For too long, sales professionals in every organization have cobbled together random apps to create their own personal sales workspace. These hacks were made out of necessity in an attempt to stay organized, manage meetings, update and share sales notes, follow through on next steps, set tasks, ensure seamless handoffs, and collaborate across the revenue team. 

Consequently, these workspaces require tedious and manual data management, forcing sales reps to spend a disproportionate amount of time on data entry rather than selling to customers. In fact, a report from Salesforce revealed that today’s sales professionals spend only 34 percent of their time selling. RevOps and SalesOps teams continue to grow frustrated as these hacked together systems are not connected to the source of data truth—Salesforce.

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