Scratchpad

Scratchpad is designed to make sales workflows more efficient by banishing the tedium of stale spreadsheets and helping reps and managers understand changes to the pipeline. The AI-powered sales team workspace is designed to accelerate sales process adoption and improve collaboration between reps and managers.

Among Scratchpad's features are:

• AI Sales Assistant: Automatically updates Salesforce and MEDDIC based on customer calls, creating call summaries and recommendations.
• Notes: Customizable sales notes with AI-generated summaries and recommendations, automatically synced to Salesforce.
• Advanced Views: Allows reps to update next steps or any object in Salesforce from a spreadsheet-like interface.
• Waterfall Analytics: Shows how forecast changes affect pipeline performance.
• Sales Trends: Visualizes changes to the forecast over time.
• Change Highlights: Shows deal movement, changes and the reason behind them.
• Change History: Offers a complete audit trail of all activities and updates to opportunities.
• Call Transcripts: Combines call recording with AI-generated transcripts and summaries for better visibility.
• Clips: Allows reps to create, store and share clips from customer calls.
• Deal Rooms: Automates workflow and creates a collaborative environment for sales teams.
• Slack Notifications: Encourages better rep behavior and pipeline visibility with no-code Slack automations.
• Command: Gives reps fast access and updates to Salesforce data from any web app.

Scratchpad is geared for sales leaders and teams who want to better manage pipelines, forecast and collaborate. By automating mundane tasks and providing real-time visibility into deal movement, Scratchpad ensures no deals fall through the cracks.

Customers have given Scratchpad high marks for ease of use, fast onboarding and tight Salesforce integration. With an average rating of 4.8 stars based on more than 1,400 G2 reviews, Scratchpad has earned a reputation as a reliable sales tool to help reps get more done. You can try Scratchpad for free and add your entire team as your needs grow.

Published on July 14, 2024