Scratchpad
ExternoScratchpad is an AI-powered sales workspace that automates Salesforce updates from calls, emails, and notes, eliminating manual data entry for sales teams. It delivers call recording, AI notetaking, hygiene monitoring, and real-time insights to enhance CRM data quality, forecasting accuracy, and pipeline visibility. With top ratings like 4.8/5 on G2 and intuitive tools such as Zero Boards and inline coaching, Scratchpad boosts productivity and adoption for Salesforce users seeking streamlined RevOps.
Descrição
Scratchpad is an AI-powered sales workspace that automates Salesforce updates from calls, emails, and notes, eliminating manual data entry for sales teams. It delivers call recording, AI notetaking, hygiene monitoring, and real-time insights to enhance CRM data quality, forecasting accuracy, and pipeline visibility. With top ratings like 4.8/5 on G2 and intuitive tools such as Zero Boards and inline coaching, Scratchpad boosts productivity and adoption for Salesforce users seeking streamlined RevOps.
Principais capacidades
- Automates Salesforce updates from calls, emails, and notes
- Provides call recording, AI notetaker, sheets, and hygiene monitoring
- AI-driven call summaries and process adherence
- Inline coaching and Zero Boards for unified sales workspace
Principais casos de uso
- 1.Automating admin tasks and CRM updates for sales reps
- 2.Improving data hygiene and forecasting accuracy
- 3.Enhancing pipeline visibility and coaching for managers
- 4.Optimizing sales processes with real-time insights
A Scratchpad é ideal para você?
Melhor para
- Sales teams and RevOps using Salesforce
- Sales managers needing pipeline visibility and coaching
Não é ideal para
- Teams with highly complex Salesforce workflows
- Users needing broad CRM features or non-Salesforce integrations
Recursos de destaque
- AI Sales Assistant
- Auto Salesforce data entry
- Call summaries and recording
- Sales hygiene monitoring
- Zero Boards and inline coaching
- SOC 2 Type 2, GDPR, CCPA compliant
Preços
Solo
Enterprise
Free
Team
Destaques do Feedback dos Usuários
Mais Elogiado
- Saves hours weekly on admin tasks
- Intuitive UI boosts seller adoption and productivity
- Enhances CRM data quality and forecasting
- Strong customer support and frequent updates
- High ratings: 4.8/5 G2 (1400+ reviews), 4.9/5 Capterra ease-of-use
Reclamações Comuns
- Occasional sync delays with Salesforce
- Limited integrations (e.g., no Outlook or calendar alerts)