With hundreds of tasks, opportunities, and fields to manage making updates in Salesforce slows you down, creates more admin burden, and keeps you from revenue generating activities. Advanced Grid Views in Scratchpad is hands down the fastest and easiest way to update next steps, any field, or any object in Salesforce. No more switching between tabs, waiting for pages to load, or having to remember to click save.
If you are managing dozens or hundreds of accounts or opportunities it’s hard to see in Salesforce alone what needs attention and updates. Scratchpad zero boards with fast editing helps you uncover and take action on any overdue next step for your deals.
Create cross-object filters and make fast updates to any field across objects in one simple view. No more opening multiple object tabs, creating custom page layouts, or spending time clicking, scrolling, and updating in Salesforce.
Updating records in bulk should be simple. We understand the pain and frustration of using Data Loader or the import wizard for mass updates in Salesforce. That's why we've made it easier. You can now make fast updates to close dates, stages, account owner, amounts, types, and anything else you need using the grid views and bulk updates.
Every click counts. That's why, when updating your pipeline, next steps, or managing your book of business, you may want to tag a team member while making updates. In Scratchpad, you can easily work in any grid view, make necessary changes, and quickly comment and tag your SDR, AE, CSM, or manager without disrupting your flow.
