Scratchpad

What Scratchpad is used for

Sales pipeline management for Salesforce teams. Built for SMB–Mid-market teams.

Category

Revenue Intelligence

Primary use case

Pipeline

Stated team fit

SMB–Mid-market

How to evaluate revenue intelligence

Revenue intelligence tools should improve the reliability of pipeline, forecast, and activity decisions rather than add another dashboard.

1. 1

   Source data

   Review which CRM, activity, and communication data the product uses and how missing data is treated.

2. 2

   Forecast workflow

   Test how managers and sellers inspect risk, change a forecast, and capture the reason for a change.

3. 3

   Shared definitions

   Align stages, forecast categories, and performance metrics before comparing reports across teams.

Pricing

from $25/user/mo

Pro around $25 per user per month. Free for personal use on some plans.

Confirm current plans, limits, and availability on the official vendor site before you buy.