Recharge is one of the most widely used subscription management platforms in the Shopify ecosystem. It powers checkout, recurring payments, and subscription experiences for thousands of fast‑growing e‑commerce brands.

As the company scaled, Tarren’s team supported a growing team of ~35–40 sellers and ~15 BDRs while owning every GTM system across the organization. But the internal tooling didn’t match the pace of growth. HubSpot had accumulated years of legacy fields, unstructured notes, and one-off processes. Moving to Salesforce required rebuilding nearly every workflow from scratch — while ensuring sellers didn’t drown in admin.

The transition from HubSpot to Salesforce exposed every weakness at once. Fields didn’t map cleanly. Notes were scattered in different formats. Sellers were asked to update more MEDDIC details than ever, but the workflows required too many steps.

Validation rules added friction: sellers couldn’t progress stages without filling certain fields, and with so much manual text entry required, even simple updates took too long. Leaders couldn’t reliably coach without knowing whether the data in Salesforce reflected what happened on calls.

Sellers, meanwhile, were stuck juggling multiple tabs, rewriting and copying notes after meetings, and often waiting until the end of the day—or even the end of the week—to update Salesforce. What should have been straightforward deal management had turned into a time‑consuming, error‑prone routine.

The team needed a way to make the new system usable and keep data clean without adding more complexity.

“Sellers should spend their time selling, not wrestling with CRM systems. Our job in RevOps is to make their workflow clear, fast, and accurate.”

— Tarren Gill, Revenue Systems Manager, Recharge

The solution

Instead of asking sellers to learn new page layouts, Scratchpad became the workspace where they updated pipeline, captured notes, and reviewed AI suggestions without switching tabs.

Scratchpad displayed the exact MEDDIC and Salesforce fields RevOps needed to capture. What had previously required jumping between screens was now contained in a single, clean workflow.

Structured notes for every call

The Scratchpad Notetaker gave sellers a structured place to take notes during calls on desktop or through integrations with Gong, Zoom, Meet, and Teams. Notes synced directly to the right opportunities, solving the messy, unstructured HubSpot notes problem immediately.

AI suggested updates

Connecting Scratchpad with Gong and other call sources unlocked automatic updates for MEDDIC, next steps, objections, competitors, and custom fields. Instead of retyping discovery, sellers reviewed suggestions and approved what to save to Salesforce.

“AI now handles the repetitive work that used to slow everyone down. Whether it’s one call or several, Scratchpad pulls the context we need and turns it into clean, actionable Salesforce updates.”

— Tarren Gill, Revenue Systems Manager, Recharge

Custom prompts

The accuracy of AI prompts mattered to get strong seller adoption. Tarren worked directly with his sellers to refine and tailor prompt outputs to their business, ensuring the AI surfaced the right metrics, economic buyers, and compelling events in every deal. Once the team saw the outputs reflected their language and process, adoption followed naturally

“The magic isn’t just the automated updats, it’s the trust in the quality of the updates. We review, refine, and once we see AI getting it right consistently, then we let it run. That’s how we scale accuracy and adoption within our sales team without creating more work for them.”

— Tarren Gill, Revenue Systems Manager, Recharge

What Scratchpad powers at Recharge

• AI CRM Updates: Call‑grounded MEDDIC fields, next steps, objections, competitors, and custom fields.
• Ask AI: Follow‑ups, deal notes, and next‑call plans tied to opportunity context.
• AI Workspace and UI for Salesforce: Pipeline and field updates, deal inspection, and call insights in one workflow.
• Scratchpad Notetaker: Structured notes tied to opportunities and accounts.
• Custom Prompts: RevOps tunes logic and MEDDIC definitions without code.

Results

• 455 hours back to sell each month, roughly 30 minutes per seller per day
• More accurate and complete MEDDIC data
• Shorter stage durations and fewer validation‑rule blockers
• Cleaner CRM hygiene and higher data trust
• Sharper coaching grounded in call context

“Scratchpad has been incredible. We’ve seen over 9,000 Salesforce updates with AI and saved sellers 455 hours a month to focus more on selling.”

 — Tarren Gill, Revenue Systems Manager, Recharge

Advice for other sales teams

“Great prompts aren’t set-and-forget. You have to shape the instruction if you want AI to deliver meaningful output. Good prompts create good data and that’s what drives adoption, cleaner CRM data, and strategic decisions for every deal.”

— Tarren Gill, Revenue Systems Manager, Recharge