Scratchpad: AI Workspace for Sales Success and Efficiency
Frequently Asked Questions about Scratchpad
What is Scratchpad?
Scratchpad is an AI-powered workspace designed for sales teams. It helps reduce administrative work by capturing notes, updating CRM data, and providing insights automatically. The platform integrates with systems like Salesforce and makes sales processes more efficient. Salesforce users can benefit from better data hygiene, automated follow-ups, and real-time deal insights. The tool also offers call review features, deal health analysis, and automatic generation of summaries and hand-offs. Many sales teams use Scratchpad to spend more time selling and less on manual admin tasks. It is trusted by several major companies and ranks highly on industry review platforms.
Key Features:
- CRM Integration
- Call Analysis
- Automated Follow-ups
- Deal Summaries
- Data Hygiene
- Pipeline Insights
- Team Collaboration
Who should be using Scratchpad?
AI Tools such as Scratchpad is most suitable for Sales Representatives, RevOps Managers, Sales Operations Specialists, Account Executives & Sales Managers.
What type of AI Tool Scratchpad is categorised as?
What AI Can Do Today categorised Scratchpad under:
How can Scratchpad AI Tool help me?
This AI tool is mainly made to sales productivity. Also, Scratchpad can handle update crm automatically, analyze sales calls, generate deal reports, schedule follow-ups & monitor deal health for you.
What Scratchpad can do for you:
- Update CRM automatically
- Analyze sales calls
- Generate deal reports
- Schedule follow-ups
- Monitor deal health
Common Use Cases for Scratchpad
- Automate CRM updates from calls and emails.
- Improve deal qualification accuracy.
- Generate deal summaries instantly.
- Monitor deal health and risks.
- Streamline lead handoffs and transitions.
How to Use Scratchpad
Connect Scratchpad to your existing CRM like Salesforce, then let it automatically capture notes, update data, analyze calls, and generate reports. Use it during sales calls and emails to improve data accuracy and deal management.
What Scratchpad Replaces
Scratchpad modernizes and automates traditional processes:
- Manual note-taking processes
- CRM data entry tasks
- Sales follow-up emails
- Deal tracking spreadsheets
- Admin meetings and reports
Scratchpad Pricing
Scratchpad offers flexible pricing plans:
- Free Trial: $0
- Pro Plan: $49.99
- Enterprise Plan: $99.99
Additional FAQs
How does Scratchpad integrate with my CRM?
Scratchpad connects to your CRM via API, inheriting permissions and rules to ensure secure and seamless data sync.
Can Scratchpad help with call coaching?
Yes, it provides actionable feedback and detailed assessments based on customer calls.
Is Scratchpad suitable for large sales teams?
Absolutely, it is designed to scale across teams and offers enterprise-grade security and compliance.
Discover AI Tools by Tasks
Explore these AI capabilities that Scratchpad excels at:
- sales productivity
- update crm automatically
- analyze sales calls
- generate deal reports
- schedule follow-ups
- monitor deal health
AI Tool Categories
Scratchpad belongs to these specialized AI tool categories:
Getting Started with Scratchpad
Ready to try Scratchpad? This AI tool is designed to help you sales productivity efficiently. Visit the official website to get started and explore all the features Scratchpad has to offer.