Use cases
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CRM accuracy & monitoring

Backfill Salesforce fields with AI

Scratchpad reviews past calls then fills in missing or outdated Salesforce fields such as objections, competitors, Closed Lost reasons, methodology fields, or even custom fields. It’s the fastest way to clean up CRM and keep fields aligned to your process, without asking sellers to backfill records manually.


Why use AI to backfill Salesforce
  • Sellers often skip updating Salesforce fields after calls.
  • Closed lost reasons, objections, competitors are often trapped in past conversations but never make it into Salesforce.
  • New fields for methodologies (MEDDIC, SPICED, or custom frameworks) are rolled out, but older opportunities still have missing or incomplete data.
  • Details in opportunities, accounts, or even contacts can go stale as deals shift, especially if sellers are working a lot of deals in their active pipeline.
  • RevOps spends hours chasing sellers or fixing records manually.
  • The team shifts, sellers move, and the deal history goes with them. Managers are stuck getting up to speed on many deals all at once.

Fill the Gaps in Salesforce with Scratchpad

Scratchpad records and reviews sales calls via the Scratchpad notetaker (browser or desktop), or with other call recorders (Gong, Zoom, Teams, Meet, etc) to update Salesforce fields. Gong users can also use Scratchpad to backfill Salesforce fields from past Gong calls.

  • Update fields across opportunities and accounts in minutes
  • Standardize field adoption without chasing sellers
  • Apply updates automatically, or suggest them for seller review, edit, and accept.

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How it works
  1. Choose how you capture calls — Scratchpad works where sellers are:
    • Desktop Scratchpad Notetaker: Works with all meeting platforms.
    • Scratchpad Notetaker Bot: Join meetings on Teams, Google Meet, and Zoom.
    • Zoom or Gong: Connect directly sync calls into Scratchpad.
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  2. Define AI prompts
    • Define what you want AI to suggest - like next steps, methodology fields, or key criteria
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  3. Launch AI Backfill from any Scratchpad view
    • Choose which fields to update and how you want updates applied (suggest or auto-fill)
    • Instantly enrich multiple records with accurate, conversation-backed data
    • What’s missing gets filled in. What’s messy gets cleaned up. No process changes, no extra work. Learn more about using AI Backfill

Proof it works
  • Settle reclaimed 6,000+ selling hours a year and reached 80%+ Salesforce field completion‍
  • MaintainX drove 90%+ MEDDPICC adoption, giving leaders real-time visibility into deals
  • Teams using Scratchpad see a 70%+ AI suggestion acceptance rate — proof sellers trust the updates

Results you can expect
  • Save an hour of admin work per call per seller
  • Win back thousands of selling hours annually
  • Improve Salesforce field completion to 80%+
  • Drive accurate forecasts with clean, trusted data
“So much of the AI out there is vaporware, but Scratchpad actually works. It listens to our calls, maps updates directly to Salesforce fields, and saves our sales team hours in admin work. And the workspace UI makes working with Salesforce simple and everything I need in one screen without the scrolling or extra clicks.”

— Patrick Severs, Senior Director of Sales, G2i

Related use cases

Auto draft Salesforce updates
Qualify opportunities consistently with AI

Get started with the fastest experience to backfill Salesforce fields

Instantly update missing or outdated data for a cleaner, more reliable CRM.

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