#Scratchpad salesforce free

If you were using ScratchPad’s free plan, you’d still have to go through all those hurdles to create related objects between contacts and an account. On Salesforce, it takes about 21 steps to create related objects in your CRM records according to this TrailHead documentation from Salesforce. That means only you can view them.Īnd it takes a few seconds to set it up without asking your Salesforce admin: Related Objects With PeopleGlass, you can create private notes on your Accounts and Opportunities without syncing them to Salesforce. Sometimes you want to keep notes about an opportunity just for yourself without losing them and without everyone seeing them in Salesforce. Over to some features, AEs/SDRs should care about. Either way, both pricing align with their focus on teams, as the free plans look more like an acquisition play. It can accommodate up to five people in an org. On the other hand, Dooly has four pricing tiers: Free, $10, $30, and $60 per user per month.ĭooly’s free plan, unlike ScratchPad, is more generous. The free plan, which is very limited for creating or updating Salesforce records, and the $39 & $79/month per user team plans. Relative to what you get 100% free with PeopleGlass, here are three areas you may want to compare these alternatives. Per this post by RevPilot, Dooly even targets marketing teams.Īnd that brings me to PeopleGlass, an alternative built exclusively for salespeople, especially AEs and SDRs with some Google Sheets dependency: With some big logos like Asana, Lessonly, and Figma, they, like ScratchPad, target teams and not just AE/SDRs. Known more for their savvy LinkedIn activities, Dooly’s positioning stretches farther than ScratchPad. “Reviewers felt that Scratchpad meets the needs of their business better than Dooly,” according to G2. This, for instance, could explain why their free plan, which permits a mere 25 Salesforce updates per week, looks more like a trial.Īs I’ve shown earlier, you won’t get much updated on Salesforce with that.Ĭompared to Dooly, however, ScratchPad still has the upper hand. ScratchPad describes itself as a “revenue team workspace” for Salesforce.īased on that positioning, they’re trying to appeal to entire orgs, not just AEs/SDRs, seeking to cut the time spent updating Salesforce. It’s one of many reasons why AEs and SDRs like PeopleGlass: It’s easy to bulk-edit that and have it synced automatically in your org’s Salesforce records in real-time.

#Scratchpad salesforce update

Say you wanted to update the pipeline stages of the Opportunities you manage. Unlike ScratchPad, PeopleGlass is 100% free to use.īesides that, the simple, spreadsheet-like view and ability to make bulk edits in a few clicks are some reasons why AEs and SDRs opt for PeopleGlass. But you won’t be here if you were 100% sold on what ScratchPad offers, right? Since that’s likely your situation, it makes sense to consider apps like ScratchPad.

#Scratchpad salesforce software

The software has gotten so massively adopted, despite its clunky UI and time suck required to update records, reps have no option but to accept it as their org’s choice CRM. You’d not be here if Salesforce weren’t failing reps. Shira M., a Senior Account Manager likes PeopleGlass for this reason: PeopleGlass: A ScratchPad Alternative Built for Account Executives Better yet, you can even do bulk updates. With PeopleGlass’s free plan you can make as many updates as you need. Scratchpad’s free plan, limits you to just 25 record updates per week: So any account executive who needs to update hundreds of Salesforce records without limits should consider a ScratchPad alternative. With increased online selling, that number is much higher today as salespeople need to update more Salesforce records. How many Salesforce updates do you make per day?īefore you answer, here’s what other salespeople have said.Īccording to this report by RingLead, on average, sales reps need to update over 60 records every day (and more than 300 per week) to keep their Salesforce data up to date. Unlimited Salesforce Updates: Why Sales Reps Should Try a ScratchPad Alternative So, we’ll explore ScratchPad alternatives like PeopleGlass, which brings all your Opportunities, Accounts, and more into a neat, editable spreadsheet that automatically syncs to Salesforce: But like most early-stage SaaS products, they’re not perfect: In 2020, ScratchPad was created to curb this challenge.Ī few years in, they’ve been trying their best, which many of their users will commend. You still need to open endless tabs and make endless clicks to create or update sales records. Salespeople spend about 64% of their day on non-revenue-related tasks.Īnd it’s worse for sales reps like yourself using Salesforce because its clunky UI hasn’t changed much.