Scratchpad

Scratchpad is a revolutionary AI-driven sales execution platform built to eliminate the friction between salespeople and their CRM, primarily Salesforce. It was created from the understanding that sales professionals thrive when focusing on selling, not on tedious administrative work. Scratchpad provides a fast, intuitive, and unified workspace that sits directly on top of Salesforce, allowing sales teams to manage their pipeline, take notes, create tasks, and update records with unprecedented speed and ease.

The platform addresses a core problem in many sales organizations: poor CRM data hygiene. Salespeople often find CRMs like Salesforce cumbersome, leading them to manage their notes and plans in separate applications. This results in outdated or incomplete CRM data, which in turn leads to inaccurate forecasts and ineffective coaching. Scratchpad solves this by making the CRM update process a natural part of the sales workflow, ensuring that valuable information is captured in Salesforce in real-time.

How to use Scratchpad

Getting started with Scratchpad is straightforward. A user connects their Salesforce account, and Scratchpad instantly creates a personalized workspace. From there, sales reps can interact with their Salesforce data through various intuitive views like spreadsheets, notes, and task lists. Any update made in Scratchpad—whether changing a deal stage, adding a contact, or logging a next step—is instantly synced back to Salesforce. The workflow is designed to be seamless:

• Daily Planning: Reps can start their day by reviewing their pipeline in a customizable spreadsheet view, updating close dates, and planning their activities.
• During Calls: Use Scratchpad notes to capture key information during customer calls. These notes are automatically linked to the relevant Salesforce record (Opportunity, Account, Contact).
• Pipeline Reviews: Sales managers can run highly efficient pipeline reviews using shared views, inspecting deals, and ensuring data accuracy without ever having to chase reps for updates.
• AI-Powered Automation: Leverage Scratchpad's AI agents to analyze call transcripts and emails, automatically suggesting updates to CRM fields like MEDDPICC, next steps, and deal summaries. Reps can review and approve these suggestions with a single click.

Core Features of Scratchpad

• Unified Sales Workspace: A single interface combining notes, spreadsheets, and task managers that are all bidirectionally synced with Salesforce in real-time.
• AI-Powered Data Automation: AI agents analyze conversations from calls and meetings to automatically suggest updates to Salesforce fields, reducing manual data entry.
• Advanced Pipeline Management: Create dynamic, spreadsheet-like views of your pipeline to easily filter, group, and update deals. Track changes and identify risks with deal-level audit trails.
• Data Hygiene System: Proactively monitors and flags incomplete or outdated CRM data, such as missing next steps or expired close dates, to ensure forecast accuracy.
• AI Sales Sheets & Prompt Engine: Utilize a powerful prompt builder to create custom AI commands for tasks like generating executive summaries, analyzing deal risks, or crafting follow-up emails.
• Scratchpad Notetaker: Automatically transcribes and summarizes sales calls from platforms like Zoom, Google Meet, and Teams, linking the insights directly to Salesforce records.
• Broad Integrations: Seamlessly connects with Salesforce, Gmail, Google Calendar, Outlook, Slack, Zoom, Google Meet, and Microsoft Teams to fit into your existing workflow.

Use Cases for Scratchpad

Scratchpad is valuable for various roles within a revenue team:

• Account Executives: Drastically reduce time spent on admin work, allowing for more time selling. Quickly update their pipeline, manage tasks, and ensure all their notes and activities are perfectly synced with Salesforce.
• Sales Managers: Conduct faster, more strategic 1:1s and pipeline reviews with access to real-time, accurate data. Coach reps on strategy and execution rather than policing data entry.
• Revenue Operations (RevOps): Drive consistent process adherence and improve data quality across the entire sales organization. Use Scratchpad to enforce sales methodologies and ensure the CRM is a trusted source of truth.

Advantages of Scratchpad

The primary advantage of Scratchpad is its ability to make salespeople love updating their CRM. This leads to a cascade of benefits:

• Increased Sales Productivity: By automating admin tasks and streamlining workflows, reps save hours each week.
• Improved CRM Adoption & Data Quality: The user-friendly interface encourages consistent use, resulting in complete and accurate data in Salesforce.
• More Accurate Forecasting: With reliable, real-time data, sales leaders can build forecasts they can trust.
• Effective, Data-Driven Coaching: Managers have the visibility they need to provide targeted, impactful coaching.

Pricing and Plans

Scratchpad offers a range of plans to suit different needs:

• Free Plan: Designed for individuals, includes unlimited sales notes, 3 AI sales sheets, 10 hours/month of call transcription, and 100 AI credits per user/month.
• Solo Plan: $19 per user/month (billed yearly). Includes everything in Free, plus unlimited AI sales sheets and 400 AI credits per user/month.
• Team Plan: $49 per user/month (billed yearly). Includes everything in Solo, plus advanced controls, a hygiene system, and 800 AI credits per user/month.
• Enterprise Plan: Custom pricing. Offers unlimited AI credits, advanced security and controls, and dedicated agent services for tailored automation.