Scratchpad

Scratchpad: The AI Workspace for Sales Teams

What is Scratchpad? Scratchpad is an AI-driven workspace designed to streamline the sales process by automating administrative tasks and providing actionable insights. It integrates with Salesforce to update records, create pre-call briefs, manage follow-ups, and draft executive summaries. By automating these tasks, Scratchpad allows sales teams to focus on what they do best: selling.

How does Scratchpad work?

Scratchpad uses AI to listen to calls, read emails, and capture relevant information, such as notes and key details. It then automatically updates Salesforce fields, saving sales representatives hours of manual data entry. Review and editing features ensure accuracy and consistency.

• Automated CRM Updates: Scratchpad Agents listen to calls and read emails to automatically capture notes, fill in fields, and update Salesforce. This automation can be set up for review or automatic updates.
• Pre-Call Briefs: Generate concise briefs highlighting key details about prospects or customers, including recent activity, open opportunities, key stakeholders, and past conversations.
• Post-Call Follow-Ups: Draft personalized follow-up emails based on the context of customer conversations, ensuring consistent and timely communication.
• Executive Summaries: Quickly create and share executive summaries for deal reviews and pipeline forecasting calls, leveraging AI to generate the content.

Key Features and Benefits

• Improved Salesforce Adoption: Scratchpad can increase Salesforce adoption by over 90% by making it easier for sales teams to keep their CRM data up-to-date.
• Time Savings: Automate administrative tasks to reclaim up to 6,000 hours from admin work for more selling time.
• Coaching and Process Adherence: Managers can review calls and deals with actionable feedback tuned to specific sales processes and methodologies, such as MEDDIC, Command of the Message, and more.
• Flawless Handoffs: Ensure smooth transitions with full context on every opportunity, account, and contact, building shareable handoff documents.
• Win/Loss Analysis: Capture Closed Lost reasons for every deal, providing detailed insights into competitors, pricing, and objections.

Why Choose Scratchpad?

Scratchpad differentiates itself from other sales tools through its seamless integration with Salesforce, its ability to automate a wide range of sales tasks, and its focus on improving data hygiene. Sales teams love using Scratchpad because it reduces administrative burden and helps them focus on building relationships and closing deals. Leaders appreciate that Scratchpad improves data quality, providing better visibility into sales performance and pipeline health.

Who is Scratchpad For?

Scratchpad is ideal for:

• Sales Representatives: Those looking to reduce admin work, improve their Salesforce hygiene, and close more deals.
• Sales Managers: Those seeking better visibility into sales performance and looking to coach their teams more effectively.
• Revenue Operations Teams: Those aiming to improve data quality, streamline processes, and drive revenue growth.

Enterprise-Grade Security & Compliance

Scratchpad connects to Salesforce via API, inheriting permissions, rules, and guardrails for a secure deployment. It is SOC 2 Type 2 compliant and aligned with GDPR and CCPA guidelines.

What is Scratchpad pricing?

Scratchpad offers flexible pricing plans tailored to different business needs. Contact Scratchpad directly to request a demo and get detailed pricing information.

Transform Sales Execution with Scratchpad

Scratchpad is more than just a tool; it's a sales execution platform that helps teams sell more effectively by removing operational drag. By automating administrative tasks and providing real-time insights, Scratchpad empowers sales teams to focus on what matters most: building relationships and closing deals. It is the AI workspace that updates Salesforce and creates pre-call briefs, follow-ups, handoff docs, and more, keeping revenue teams focused on growth. Try Scratchpad today and transform the way your sales team operates.