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About
Scratchpad is the AI workspace built specifically for sales teams and revenue operations professionals. It layers a modern, fast interface over Salesforce — acting as the central hub where sellers manage deals, take notes, run calls, and execute their sales process without the friction of native Salesforce UI. At its core, Scratchpad uses AI to automatically capture insights from sales calls, map them to the correct Salesforce fields, and update the CRM in real time. This eliminates hours of manual data entry per rep per month. Customers have reported saving over 455 hours of admin work monthly and completing 9,000+ AI-driven Salesforce updates. Scratchpad supports popular sales methodologies including MEDDPICC, SPICED, BANT, and Command of the Message — enforcing qualification frameworks through intelligent prompts and automated field population. This drives consistency across teams without requiring reps to manually follow rigid checklists. For RevOps and sales managers, Scratchpad provides real-time pipeline visibility, improved forecast accuracy, and deal inspection tools directly within Salesforce. Managers shift from chasing down data to coaching on strategy. Key integrations include a built-in AI notetaker for sales calls, follow-up automation, and an inline editing experience designed for speed. Scratchpad fits into existing revenue stacks — keeping Salesforce as the system of record while dramatically improving adoption, data hygiene, and seller productivity. It's trusted by high-growth companies including G2i, MaintainX, Recharge, and Merge.
Key Features
- AI-Powered Salesforce Updates: Automatically maps insights from sales calls to Salesforce fields in real time, eliminating hours of manual CRM data entry for reps.
- Sales Methodology Enforcement: Supports MEDDPICC, SPICED, BANT, and Command of the Message frameworks — driving qualification consistency across the entire sales team.
- Built-in AI Notetaker: Captures and summarizes sales calls automatically, then syncs structured notes and action items directly into Salesforce opportunities.
- Pipeline Visibility & Deal Inspection: Gives sales managers and RevOps real-time, accurate pipeline data so they can inspect deals, forecast confidently, and coach on strategy.
- Modern Salesforce UI: Provides a fast, flexible workspace that sellers actually love using — increasing CRM adoption and reducing the use of disconnected tools.
Use Cases
- Automating Salesforce CRM field updates after every sales call using AI-captured notes, eliminating manual data entry for account executives.
- Enforcing MEDDPICC or SPICED qualification frameworks across the entire sales team to improve deal consistency and forecast reliability.
- Giving RevOps managers real-time, accurate pipeline data to run deal reviews, inspection sessions, and revenue forecasting with confidence.
- Reducing onboarding friction for new sales reps by providing a fast, intuitive Salesforce workspace that naturally drives CRM adoption.
- Improving post-call follow-up speed by automatically generating summaries, action items, and next steps synced directly into Salesforce opportunities.
Pros
- Massive Time Savings for Reps: Teams report saving hundreds of hours monthly in admin work, freeing sellers to focus on prospects and closing deals instead of CRM data entry.
- Dramatically Improves CRM Data Quality: Real-time AI-driven updates ensure Salesforce records are always accurate and complete, giving leadership reliable data for forecasting and decisions.
- Fits Existing Sales Stacks: Scratchpad keeps Salesforce as the system of record and layers on top of it — no migration required, and it integrates with existing RevOps tooling.
- Strong Methodology Adherence: Customers report over 90% improvement in MEDDPICC adoption, ensuring qualification frameworks are followed without requiring reps to manually enforce them.
Cons
- Salesforce-Dependent: Scratchpad is built exclusively around Salesforce as the CRM backend — teams using HubSpot, Pipedrive, or other CRMs cannot use it.
- Enterprise-Focused Pricing: As a demo-based B2B SaaS product targeting mid-market and enterprise sales teams, pricing may be prohibitive for very small sales teams or individual reps.
- Learning Curve for Custom Prompts: Getting the most out of AI field mapping and custom methodology enforcement requires upfront configuration and prompt tuning from RevOps teams.
Frequently Asked Questions
What is Scratchpad and how does it work?
Scratchpad is an AI workspace for sales teams that sits between your sellers and Salesforce. It provides a modern UI for managing deals, takes AI-powered call notes, and automatically updates Salesforce fields — keeping your CRM accurate without requiring reps to do manual data entry.
Does Scratchpad replace Salesforce?
No. Scratchpad is designed to complement Salesforce, not replace it. It keeps Salesforce as your system of record while providing a faster, more seller-friendly interface and automating the tedious parts of CRM maintenance.
Which sales methodologies does Scratchpad support?
Scratchpad supports MEDDPICC, SPICED, BANT, and Command of the Message, among others. It enforces these frameworks through AI-driven prompts, automated field population, and deal inspection workflows.
How much admin time can Scratchpad save my team?
Results vary, but customers have reported savings of 455+ hours of admin work per month across their sales teams — with some organizations reclaiming over 6,000 hours annually by eliminating manual Salesforce updates and note-taking.
Who is Scratchpad best suited for?
Scratchpad is ideal for mid-market to enterprise sales teams using Salesforce, RevOps leaders seeking better CRM hygiene and forecast accuracy, and sales managers who want methodology consistency and pipeline visibility without chasing reps for data.
