Scratchpad is an AI-powered workspace designed to enhance sales productivity by streamlining CRM interactions, particularly for teams using Salesforce. By integrating a modern interface with AI-driven features, Scratchpad aims to reduce administrative tasks and improve data accuracy, allowing sales professionals to focus more on selling.
Key Features
- Modern Salesforce Interface: Scratchpad offers a user-friendly interface that mirrors the Salesforce environment, providing sheets, notes, and a flexible workspace tailored for sales teams.
- AI-Powered Call Recorder and Notetaker: The platform automatically captures and transcribes customer conversations, facilitating seamless integration of call data into Salesforce records.
- AI Field Updates: Scratchpad’s AI analyzes customer interactions to automatically update Salesforce fields, ensuring real-time data accuracy.
- Deal and Account Agents: Similar to ChatGPT, these agents provide comprehensive insights for each deal, account, and contact, utilizing full history and context to assist sales teams.
- Custom Prompts and Prompt Insights: Users can build and manage custom prompts, with tools to track usage and performance over time, enhancing the effectiveness of AI interactions.
- Hygiene Monitor: This feature monitors CRM data quality and process adherence daily, offering quick resolutions to maintain data integrity.
- Integrations: Scratchpad integrates with tools like Zoom, Google Meet, Slack, Gmail, and Outlook, with support for Gong on Team and Enterprise plans.
Who Is It For?
Scratchpad is tailored for sales teams, sales leaders, revenue operations teams, and CRM administrators seeking to enhance CRM usability and data quality. Its features are particularly beneficial for organizations using Salesforce as their primary CRM system.
Pricing
- Free Plan: Provides basic features suitable for individuals or small teams, including limited Salesforce integration and access to the Chrome extension.
- Solo Plan: Priced at $19 per user per month when billed annually (approximately $24 on monthly billing), this plan includes unlimited Salesforce updates, notes, and access to core features.
- Team Plan: At $49 per user per month when billed annually (about $62 on monthly billing), it offers advanced features such as unlimited views, change history, hygiene monitoring, and advanced controls.
- Enterprise Plan: Custom pricing is available for larger organizations requiring tailored solutions and additional support.
Final Thoughts
Scratchpad provides a comprehensive suite of tools designed to enhance sales productivity and CRM data quality. Its AI-driven features and seamless integration with Salesforce make it a valuable asset for sales teams aiming to reduce administrative burdens and improve data accuracy. Prospective users should assess their specific needs and consider the available pricing plans to determine the best fit for their organization.
Visit scratchpad.com for more.
