Scratchpad provides a modern workspace interface that sits between sales teams and Salesforce, streamlining CRM interaction for sellers. It uses AI to automate data entry, update fields in real-time, and capture meeting intelligence directly into the CRM. This solution reduces administrative overhead, increases seller productivity, and improves overall data quality within the system of record.
Funding
$49.6M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Sales teams often struggle with manual data entry and maintaining accurate CRM records, leading to incomplete data, reduced visibility, and inaccurate sales forecasts. This administrative burden takes time away from selling activities and hinders effective sales execution.
Solution
Scratchpad offers an AI-powered sales platform that automates CRM data entry and monitors data hygiene within Salesforce, allowing sales representatives to focus on selling. The platform uses AI to analyze sales calls, generate suggestions, and automatically update fields such as next steps, close dates, and deal amounts. By streamlining workflows and providing real-time visibility into data quality, Scratchpad helps sales teams improve forecasting accuracy, increase quota attainment, and ensure adherence to sales methodologies. The platform integrates with Salesforce via API, inheriting existing permissions and settings for secure deployment.
Target Audience
Scratchpad is designed for sales teams, sales leaders, and revenue operations professionals who use Salesforce and need to improve CRM data quality, streamline sales workflows, and increase sales productivity.
Features
- AI-powered sales agents that automate CRM updates based on call analysis and other data sources.
- AI-driven hygiene monitoring system that provides visibility into data quality and process adherence at individual, team, or regional levels.
- AI workspace with sales sheets that replace disconnected spreadsheets and enable fast CRM access from any web application.
- Automated call transcription, summarization, and action item generation.
- Real-time AI coaching and grading for sales methodologies like MEDDIC and SPICED.
- Enterprise-grade security with SOC 2 Type 2 compliance and alignment with GDPR and CCPA guidelines.
- Collaborative workspace with free-form note templates for discovery calls, 1:1s, and opportunity summaries.