The missing link between sales process and top-tier execution

Processes broke down, deal visibility declined, and forecasting became unreliable. Settle tried routing call transcripts from other recorders into a data warehouse and building insight extraction logic, but they fell short. It was hard to report on, and sellers had to re-enter the same data manually. Then they tried AI from Scratchpad.

Forecasts became unreliable. Reps were stuck updating fields instead of moving deals forward. And the CRM was no longer a reflection of what was actually happening in the pipeline. It’s a familiar story. See how MaintainX solved these thorny problems with AI.

Sellers were spending more time on post-call admin than on closing deals. CRM updates, handoffs, and follow-ups slowed everything down and took time away from growth. It’s a familiar story. See how G2i scaled revenue and sales execution by automating seller admin work with AI.

Fundraise Up struggled with scattered tools, unclear sales stages, and poor data quality that limited visibility and slowed growth. A new RevOps team redesigned the GTM process and adopted Scratchpad to automate Salesforce updates, simplify seller workflows, and drive consistent MEDDIC adoption. Leaders now have clear insight into every deal, and sellers spend less time on admin.

Memfault used Scratchpad to remove the heavy CRM admin work that slowed sellers down — automating Salesforce updates, capturing complex technical details from calls, and improving MEDDPICC data — which gave sellers more time to sell and gave leadership complete, reliable deal visibility. Within weeks, data quality jumped, pipeline reviews shifted from hygiene to strategy, and sellers reclaimed hours previously lost to manual updates.