Use Cases

The standards of selling and operating a sales team are being rewritten with AI.  See examples of real use cases deployed by high-performing teams.

Assess deals against your sales methodology

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Auto draft Salesforce updates

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Backfill Salesforce fields with AI

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Capture accurate closed lost reasons with AI

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Draft post-call follow-up emails in seconds

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Flawless handoffs from sales to post-sales

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Instant call coaching with custom AI prompts

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One-click executive summaries

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Qualify opportunities consistently with AI

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Shift deal reviews from status to strategy

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Have another use case in mind?

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“Scratchpad is now built into how we run deals. We see adoption without chasing people or running audits. It helped us reinforce process and clean up CRM without adding more work.”

Trusted by
top sales teams

Scratchpad consistently ranks as the G2 industry leader and high performer based on thousands of reviews from sales leaders, operations leaders, and sales teams.

Remove admin work. Execute flawlessly. Win more deals.

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Use Cases

Trusted bytop sales teams

Remove admin work. Execute flawlessly. Win more deals.

Trusted by
top sales teams