Scratchpad

Scratchpad is the dedicated AI workspace built specifically for sales professionals, designed to reverse the crippling ratio of selling time versus administrative work. By intelligently capturing every customer interaction—from calls to emails—and automatically updating Salesforce, Scratchpad removes the operational drag that consumes up to 65% of a seller's capacity. It allows sales teams, managers, and RevOps leaders to execute sales processes flawlessly, ensure pristine data quality, and keep the entire GTM organization focused purely on growth and winning deals.

Key Features

Scratchpad acts as an indispensable AI teammate, automating critical tasks and providing real-time insights aligned with your established sales methodologies.

• ⚡️ Automated CRM Updates & Data Entry: Scratchpad Agents listen to every customer call and read relevant emails, capturing notes and mapping updates directly to the correct Salesforce fields. This capability eliminates manual data entry and tab-toggling, dramatically improving CRM hygiene and data accuracy, often exceeding the accuracy of human input.
• 🎯 Methodology-Driven Deal Qualification & Coaching: Go beyond basic activity logging. Scratchpad automatically applies your specific sales methodologies (e.g., MEDDIC, BANT, SPICED, or custom frameworks) to assess deal health. For managers, the system provides actionable, detailed feedback on all calls and deals, ensuring qualification standards are met and sellers are coached precisely to the established process.
• ✍️ Instant Executive Summaries and Pre-Call Briefs: Generate comprehensive pre-call briefs in seconds, highlighting recent activity, key stakeholders, and open opportunities so sellers show up prepared. After a conversation, instantly draft and share executive summaries, deal briefs, and post-call follow-ups personalized to the account and grounded in call context.
• 🚨 Early Risk Spotting and Win/Loss Analysis: Aligning with your playbook, Scratchpad surfaces the truth behind every deal, flagging what’s off-track or missing before the deal slips. For closed-lost opportunities, the AI captures the actual reasons—competitors, pricing, and objections—based on customer interactions, replacing guesswork with verifiable truth in your win/loss analysis.
• 🤝 Flawless Deal Handoffs: Ensure smooth transitions between sales, customer success, and other GTM teams. Scratchpad captures the full history of the opportunity, account, and contact, automatically building comprehensive handoff documentation that is instantly shareable, guaranteeing no critical context is ever lost.

Use Cases

Sales teams leverage Scratchpad to maximize revenue-generating time and ensure unified execution across the entire GTM motion.

1. Accelerating Post-Call Workflow: Instead of spending 15-20 minutes after a call manually logging data, updating Salesforce fields, and drafting follow-up emails, the seller reviews and accepts the AI-drafted updates and follow-ups generated by Scratchpad in under two minutes. This time is immediately redirected back into prospecting or customer engagement.
2. Enforcing Sales Process and Qualification: A RevOps leader deploys Scratchpad to ensure 100% adoption of the company's MEDDIC qualification process. The AI actively monitors calls and deal records, automatically flagging opportunities that are missing key qualification components, allowing sales managers to intervene with targeted coaching based on real-time, accurate data, leading to improved pipeline predictability.
3. Seamless Cross-Functional Handovers: When a deal closes and requires transition to the Implementation or Customer Success team, Scratchpad instantly generates a detailed handover document containing the full history of objections, key contacts, and agreed-upon scope—all sourced directly from the recorded customer interactions—eliminating friction and ensuring a high-quality customer onboarding experience.

Why Choose Scratchpad?

Scratchpad is not just another data entry tool; it is a proven system for achieving operational excellence and dramatically shifting the capacity of your sales team toward high-value work.

• Significant ROI in Seller Capacity: Leveraging Scratchpad, sales organizations report increasing the percentage of time sellers spend on revenue-generating work from a historical average of 35% to an optimized 85%. This shift reclaims thousands of hours previously lost to administrative tasks. (One organization reclaimed 6,000 hours from admin to selling.)
• Unmatched CRM Data Quality: By automating data capture directly from the source (customer interactions), Scratchpad provides data accuracy that often surpasses human input, leading to improved Salesforce hygiene and documented success in methodology adoption (e.g., improving MEDDPICC adoption by over 90%).
• Execution Layer, Not Just Storage: While CRM systems are essential for data storage, Scratchpad serves as the essential execution layer where your sellers actually work. It unifies workflows, process, and data capture in a single, intuitive workspace, ensuring that your sales playbook is enforced consistently.
• Enterprise-Grade Trust and Security: Scratchpad connects to Salesforce instantly via API and inherits all existing permissions and guardrails. The platform is SOC 2 Type 2 compliant with continuous monitoring and adheres to GDPR and CCPA guidelines, ensuring secure and compliant deployment for enterprise environments.

Conclusion

Scratchpad empowers your sales organization to move faster, execute processes with precision, and make data-driven decisions with confidence. By removing the burden of administration and providing unparalleled visibility into deal health, Scratchpad frees your sellers to focus on what they do best: building relationships and closing deals.

Explore how Scratchpad can help your team achieve flawless sales execution and unlock thousands of hours of selling time.