Scratchpad vs. Clari Copilot

I have over 250 accounts in my name, and it can be difficult to prioritize and find notes on past conversations my colleagues may have had. Scratchpad makes it super easy to reference past notes and add new ones to organize my book of business and make the best use of my time.

Incentivized

For the overall monitoring of sales calls and validating claims, it is a great tool and does exactly what we need. A change that would be great would be the ability to set a condition for any member on the system to either be able to download transcripts or prohibit downloading transcripts without them needing to be made admins. We have the finance department that often needs access to the transcripts as evidence in Stripe disputes, but they have to be made an admin to be able to download the transcript even though they don't actively use Wingman except for downloading transcripts.

Incentivized

• Scratchpad notes are super easy to use and link to Salesforce Opportunities.
• Allows you to update all the necessary Salesforce opportunity fields without going into Salesforce.
• Easy to use Task manager that helps you stay on track through the day.
• Extremely easy to use and their CS team is always willing to provide training and help.

Incentivized

• Filtering calls by keywords - saves you time so that you don't have to listen to entire calls.
• Creating game tapes - so that you can easily onboard new team members.
• Great support team (love for Sushma).
• Much cheaper than competitors.

Incentivized

• When pulling in Salesforce reports, it doesn't have full ability to do grouping/sorting.
• When looking at pipeline view there's not an ability to expand the default view to see more than 5 people per group.
• It'd be nice if comments would go as a task rather than a buzz.

Incentivized

• Searching for specific calls (you can scroll through the list, but that takes time)
• The dashboard isn't as user friendly as it could be, but a seasoned user can navigate it just fine
• The AI-driven insights aren't always accurate but are still very useful nonetheless

Incentivized

I think Wingman is one of the best software in their segment. Very few companies are cost-effective and offer similar solutions.

Incentivized

Great functionality and a great intuitive tool

Super user friendly tool! There are some features that I think might be improved over time, like navigation assistance or tutorials, and quick tips, like how to ensure calls always get recorded, how to add Wingman to calls last-minute, or how to use their playlist feature Game Tapes, but those are nice to haves, not need to haves.

Incentivized

Wingman is always quick and thorough with their support and often offer to proactively connect on Zoom. I love that.

Incentivized

I wasn't directly involved but no news is good news in our organization for topics like this!

Incentivized

Scratchpad is just a much more enjoyable way of interacting with Salesforce for the features it currently supports. It's not an alternative to Salesforce, it's an alternative UX for certain daily activities in SF, and it's great at that.

Incentivized

We evaluated wingman, Gong and chorus. Settled on Wingman because of their features and then being cost effective as well. I've used Gong before in an earlier organization but would vouch for Wingman over Gong primarily because Gong is very expensive. Wingman provides the best bang for buck in the sales intelligence ecosystem

Incentivized

• I credit Scratchpad to saving me on average about 1 - 2 hours a day (what it used to take me) and about 5 - 6 hrs per week.
• Scratchpad makes me feel better about where I stand in regards to my quota cause it gives me easy visualization into my pipeline making forecasting discussions easier with managers.
• Scratchpad enables me to stay organized and helps me feel less overwhelmed with Admin work.

Incentivized

• It's made me more confident on a call, because if I forget something it doesn't matter.
• It's enabled me to be more concise in my follow-up's referring to specific points from the call.
• It's provided some absolute gems when clients have shared media plans showing competitors etc.

Incentivized