Scratchpad

STRUGGLING WITH OUTDATED, INCOMPLETE, & INACCURATE SALESFORCE DATA? Scratchpad’s AI-Driven Updates solve CRM Hygiene problems at the root. ???Pipeline hygiene: Ensure fields like next steps, close dates, and deal stages are always accurate and up to date. ???Sales methodologies: Easily track MEDDPICC, SPICED, BANT, or any custom methodology framework, capturing details like why buy, why us, why now. ????Forecast reviews: Identify red flags and maintain accurate forecast categories. ???Sharing deal context: Record key insights like closed-lost reasons and competitor mentions to improve team collaboration. ???Handoffs: Seamlessly document success criteria and essential details for smooth transitions between teams. Simplify Salesforce with Scratchpad to ensure CRM hygiene without the administrative headache — letting reps sell and leaders lead. Learn more or try it out for free at the ???? #Sales #Revenue #CRM

WANT INSTANT ANSWERS ABOUT DEALS WITHOUT CHASING REPS? AI Deal Agents analyze deal history, account data, and calls so they can answer any question about any deal in your team's pipeline. Stop searching Salesforce, spreadsheets, Gong, Teams, or Slack and... Just ask Deal Agent. Learn more or try it free at the ?? ?? #Sales #CRM #Revenue

DRIVE PROCESS COMPLIANCE WITHOUT VALIDATION RULES Validation rules slow reps down. Scratchpad AI ensures compliance with rule based monitoring for Salesforce fields and objects and sends daily alerts for non-compliant deals. Boost CRM hygiene to over 90% in 2 weeks at the ???? #Sales #CRM #AI

WANT A FASTER WAY TO WORK? Scratchpad Agents remove the admin workload on your sellers, creating more sales capacity while capturing accurate data automatically in your CRM. ?? Automatically update CRM after every customer interaction with AI-suggestions. ?? Ask AI?anything about a deal without searching Salesforce, spreadsheets, Gong, Teams, or Slack. ?? Generate ROI docs, handoff notes, and manager summaries in seconds. Learn more or try it free at the ???? #Sales #AI #CRM

TIRED OF FILTERING THROUGH SPREADSHEETS AND SFDC REPORTS? Get answers about any deal in your pipeline with Deal Agents. ?? Instant answers from Agents that analyze deal history, account data, and calls. ?? AI refines CRM fields using insights from multiple customer interactions. ?? Ask AI?anything about a deal without searching Salesforce, spreadsheets, Gong, Teams, or Slack. #Sales #AI #Revenue

SALES IS HARD. That’s why it’s important to work smart. Scratchpad AI gives reps more selling capacity and leaders more predictability: ?? Sales Agents answer any question about any deal and automatically update Salesforce ?? AI Workspace gives you a spreadsheet-like experience connected to Salesforce ?? Hygiene Monitoring System let’s you track CRM Hygiene and process adherence across reps, teams, regions and more Try it free or learn more at the ???? #Sales #AI #Revenue

WANT MORE CONFIDENT FORECASTS? Scratchpad is fully integrated with tools and AI, creating a delightful Workspace built for sellers to manage their deals and leaders to gain more predictability. ?? Access, view, and update fields and objects in CRM from any web app using the Scratchpad Chrome extension. ?? Ask AI about a call or deal from anywhere without switching tabs. ?? Get actionable AI summaries after customer calls directly in Slack or email. Learn more or try it free at the ?? ?? #Sales #AI #CRM

VALIDATION RULES DON’T WORK You can verify this by looking at all of the “tbd’s” in your required Salesforce fields. For real CRM Hygiene and more selling capacity, try Scratchpad. AI Hygiene and Deal Agents automatically update fields based on real sales interactions and give leaders the ability to inspect deals faster. Learn more at the ???? #Sales #AI #Revenue

The starting benchmark for?CRM hygiene is?only?50-60% Scratchpad boosts CRM hygiene to over 90% in just 2 weeks No brute force, rigid validations rules, clean your room dashboards, or yelling at reps. Monitor CRM hygiene and compliance by seller, team, or region that gives leaders real-time visibility into CRM hygiene trends and process adherence across your sales team. Learn more or try it free at the ?? ?? #Sales #AI #CRM

FLYING BLIND IN FORECASTS? Scratchpad ensures impeccable hygiene and perfect process adoption, giving sales leaders clear visibility into seller performance and compliance trends without friction. Scratchpad boosts CRM hygiene to over 90% in 2 weeks. No brute force, rigid validations rules, clean your room dashboards, or yelling at reps. Learn more or try it free at the ?? ?? #Sales #CRM #Revenue