Scratchpad

Scratchpad AI simplifies Salesforce, monitors CRM hygiene, and automates data entry and coaching.

About:

Scratchpad builds AI agents to simplify Salesforce, monitor CRM hygiene, and automate data entry and coaching for sales teams. Loved by Sales Leaders, Revenue Operations, and Reps worldwide, even the process haters. Request demo or start free.

Best fit for:

Employee Count: 100-500

Location: North America

Industries: FinTech, Software, Healthcare, Technology, Manufacturing, Travel, Logistics

Job Titles: VP of Sales, CRO, VP of RevOps,

Key Features:

AI Sales Agents: Automate sales rep updates with quality data, coach in the moment, and improve CRM hygiene.
Hygiene Monitoring System: Drives great CRM hygiene and process adoption while providing visibility into trends and compliance for individuals, teams, or regions.
Pipeline Management: The fastest experience for sales reps to manage their pipeline and stay on top of hygiene
Slack Automations and Deal Rooms: Enhanced with AI alerts providing instant visibility into all aspects of your deals at each stage, while creating a collaborative space for teams to work together, faster.

Company Summary

Scratchpad is a company that helps sales teams work more efficiently by making it easier to update and manage information in Salesforce, a popular tool for keeping track of customers and sales. By using Scratchpad, salespeople can spend less time on administrative tasks and more time selling. (scratchpad.com)

Price Estimate

Scratchpad offers three pricing plans:

Free: Includes basic features like one Scratchpad view, notes, tasks, and limited Salesforce updates.
Standard: At $19 per user per month, it adds more views, unlimited notes synced with Salesforce, and AI-inline coaching.
Business: At $39 per user per month, it offers unlimited views, advanced controls, and team-based templates.

For detailed pricing information, visit their pricing page.

Who is Scratchpad for?

Scratchpad is designed for sales teams in companies of various sizes, typically ranging from small businesses to large enterprises. Common users include:

Sales Representatives
Account Executives
Sales Managers
Revenue Operations Professionals
Sales Enablement Teams

Industries that benefit from Scratchpad include technology, finance, marketing, and healthcare. (scratchpad.com)

Features, Functionalities, and Benefits

Scratchpad offers several key features to enhance sales productivity:

Automated CRM Updates: Analyzes sales calls and suggests updates for next steps, close dates, and amounts, which can be reviewed or automated. (scratchpad.com)
AI-Native Sheets and Sales Notes: Provides a fast interface for Salesforce, replacing disconnected spreadsheets and integrating AI suggestions, notes, tasks, and summaries. (scratchpad.com)
AI-Driven CRM Hygiene: Offers visibility into data hygiene performance and ensures adherence to sales methodologies like MEDDIC or custom frameworks. (scratchpad.com)
AI-Generated Sales Notes: Captures data from conversations to generate transcripts, summaries, and action items, helping reps stay prepared. (scratchpad.com)
Enterprise-Grade Security & Compliance: Connects to Salesforce via API, inheriting permissions and maintaining compliance with standards like SOC 2 Type 2, GDPR, and CCPA. (scratchpad.com)

Use Cases

Companies use Scratchpad in various ways:

Automating CRM Data Entry: Sales teams reduce manual data entry by using Scratchpad’s AI to update Salesforce records automatically. (scratchpad.com)
Improving Data Hygiene: Organizations enhance the accuracy and completeness of their sales data, leading to better forecasting and decision-making. (scratchpad.com)
Enhancing Sales Productivity: Sales representatives save time on administrative tasks, allowing them to focus more on selling activities. (scratchpad.com)

Who Are Their Best Customers?

Notable customers of Scratchpad include:

Autodesk: A software company that uses Scratchpad to streamline its sales processes and improve data accuracy. (scratchpad.com)
Brex: A financial services company that leverages Scratchpad to enhance sales team productivity and CRM hygiene. (scratchpad.com)
Twilio: A cloud communications platform that utilizes Scratchpad to simplify Salesforce data entry and management. (venturebeat.com)

What Makes Scratchpad Different?

Scratchpad stands out by providing an AI-powered workspace that integrates seamlessly with Salesforce, reducing the time sales teams spend on administrative tasks. Its user-friendly interface and automation capabilities make it a preferred choice for enhancing sales productivity. (scratchpad.com)