Comparison
Weflow vs Scratchpad
Weflow is a popular Scratchpad alternative known for its intuitive interface, and comprehensive sales forecasting and pipeline management capabilities.
Loved by fast-growing B2B companies
Here's why revenue teams prefer
Weflow over Scratchpad.
Based on more than 1,500 reviews on G2.
Compare key dimensions of
Weflow and Scratchpad
Flexible sales forecasting solution allowing to submit, review, and adjust forecast calls, rollup, and predict the outcome. Deeply customizable.
Simple forecasting solution missing table stake features such as prediction, adjusting submissions, and scenario planning.
Weflow provides proprietary deal insights (warnings, change history, activity velocity, health scores) to spot deals at risk to take actioon.
Scratchpad only provides conditional highlights based on Salesforce data.
Deep pipeline analytics like waterfall, team benchmarks, pacing, coverage, and more.
Basic pipeline analytics supporting a waterfall and simply pacing chart. Limited drilldown and filter options.
Embed Salesforce fields in notes and note templates to drive process compliance.
You cannot embed Salesforce fields in the notepad to improve data capture.
"I would like the ability to add attachments to my notes."
Simple, seat-based pricing that's predictable. Learn more about pricing.
"The time to value is quick."
Scratchpad requires add-ons for different bundles.
Advanced pipeline management & forecasting
Combine 50+ deal signals, AI insights, and efficient workflows to manage, inspect, and forecast your pipeline.
Automate activity capture to surface insights
Auto-sync emails, meetings, and contacts from Google Workspace or Microsoft 365. Weflow attributes them to the right Salesforce objects.
- Permanently store activities in Salesforce
- Allows for standard Salesforce reporting on activities
- Admin console for central set-up and settings
Run data-driven deal reviews
Weflow enriches opportunities with scores, signals, and insights to run data-driven deal reviews instead of relying on 1-1s and hearsay.
- 50+ signals like multi-threading, next meeting scheduled, closed date pushed, etc.
- Analyze number of emails sent/received, files exchanges, meetings scheduled with deal activity insights
- See who and if the right stakeholders are involved with contact insights
Manage your pipeline with reliable data & better insights
Weflow simplifies data entry and enriches your pipeline with signals, insights, and warnings.
- In-line edit Salesforce records with a fast, spreadsheet-like experience
- Configure warnings based on any Salesforce field, activities, and signals
- Track pipeline changes with automatic opportunity snapshots
Run an efficient & data-driven sales forecasting process
Simplify your roll-up process - from individual reps, up to the top-line call.
- Submit, review & adjust forecast calls
- Roll up forecast calls across your organization
- Compare calls against quotas, deal pacing, and AI prediction
The only forecasting tool for the entire revenue team
Revenue Leaders
- Deliver accurate forecasts
- Get visibility into deal, pipeline, and forecast health
- Improve win rates and quota attainment
Revenue Operations
- Improve Salesforce data quality
- Run a reliable forecasting process
- Increase rep and manager efficiency
Sales Managers
- Submit your forecast calls with confidence
- Spot deal risks and coach reps to closed-won
- Compare and drive rep performance
Account Executives
- Update Salesforce faster
- Focus on deals that matter
- Understand deal velocity
Easy to adopt, delightful to use.
Easy implementation
- 2 weeks time-to-value
- Configure custom workflows
- Real-time, 2-way Salesforce sync
Strong adoption
- Intuitive interface that revenue teams love
- Pre-built templates for quick adoption
- Onboarding & training with a product specialist
Enterprise-grade security
- Automated user provisioning
- Data encryption at rest and in-transit
- Security, privacy, and compliance certifications
Respects your custom Salesforce setup
Our deep, API-first Salesforce integration respects your custom logic automatically so you can continue to customize your instance.
- Custom fields & objects
- Field dependencies
- Validation rules
- Permissions
- Flows
Loved by top-performing revenue teams
Benjamin Beivers
CRO, Remerge
We win more deals as we can identify and act on risks early on. This not only feeds into pipeline health, but also makes sure that our forecasts are reliable.
Stephan Novalchuk
Revenue Operations Manager, Preply
Weflow enables users to swiftly manage their pipeline with ease, and much more.
Ian Unsworth
Business Development Manager, MindsDB
I save so much time using Weflow rather than Salesforce directly.
Sales Performance Management report,
Enterprise, Spring 2023
Sales Performance Management report,
Mid-Market, Winter 2023
Chris Mackinnon
VP of Revenue Operations, Zeotap
We have much better visibility as a management team, our current quarter forecast is always up-to-date, and we are now tracking sales emails and activities a lot better.
Andreas Bodczek
CEO, IDnow
We improved our forecasting accuracy because Weflow syncs pipeline updates from our reps automatically.
Robert Anders
VP, Cremanski & Company
Must-have for every sales tech stack.
Rayson Chia
Revenue Operations Manager, Zeotap
We’ve been using it for a few months now and the AEs absolutely love it.
Marc Ahr
CSO, Bendesk
Spend less time doing (annoying) data entry into Salesforce and be on top of opportunities/tasks to win more deals.
Sales Performance Management report,
Spring 2023
Kole Stanley
Expansion Account Executive, Podium
With Weflow, I close more deals efficiently.
Still unsure?
We get it. You want to make sure you’re getting the right tool to fit your needs. Let’s talk about it - we’d love to show you why so many revenue teams pick Weflow over Scratchpad.
Trusted by top-performing revenue teams
Frequently asked questions
Yes! Simply sign-up with your Salesforce account to get started.
Use shared note templates to streamline you discovery and qualification process. Embed Salesforce fields to update next steps or MEDDICC fields from notes.
On average, Account Executives save between 4-5 hours per week updating Salesforce. Key time savers are pipeline updates, syncing notes, finding information, and creating records in Salesforce.
Use panel templates to focus your reps on fields you care most about in the side panel. Drive adoption of sales methodologies like BANT, MEDDIC, SPICED, etc. to improve data quality, and process compliance.
Weflow doesn’t store any CRM data on our own servers. We utilize bank-grade encryption. The only way to access Weflow is with your Salesforce credentials via single-sign-on, support with 2FA.
Weflow supports the following Editions:
- Enterprise
- Unlimited
- Professional (Web Services API is required as add on)
More questions?
Please contact us via support@getweflow.com