Scratchpad Analysis
What is Scratchpad?
AI workspace for sales teams
Location
440 N Barranca Ave #9418, Covina, California 91723-1722, United States
Employees
51-200
Founded
2020
Company Website Traffic
80K
Funding Period
Yes
Market Position
Challenger
Recent News
Yes
Tier 1 Backers
Yes
Product Features & Capabilities
- AI-driven deal management tools
- Salesforce integration for real-time updates
- Automated follow-up generation after calls
- Executive summary drafting for deal reviews
- Hygiene monitoring for CRM data accuracy.
Pricing
- Free Plan - $0, which allows users to get started without any cost.
- Standard Plan - $19 per user per month, which includes additional features.
- Business Plan - $39 per user per month, with more advanced features and capabilities.
Other Considerations
SOC 2 Type 2 compliant; Trusted by top sales teams; Over 1,470 positive reviews on G2.
Integrations
- Salesforce - Seamless integration for CRM data management.
- Slack - Facilitates communication and collaboration within sales teams.
- Google Chrome - Enhances user experience by integrating with web functionalities.
- Ashby - Supports recruitment and talent management processes.
- GenRocket - Aids in generating test data for applications.
- Google Services - Integration with Gmail and Google Calendar to streamline workflows.
User Reviews
- Ease of Use - Many users appreciate the intuitive interface and the ability to customize the tool to fit their specific workflows.
- Time-Saving Features - Users frequently mention that Scratchpad significantly reduces the time spent on administrative tasks, allowing them to focus more on selling. The ability to update forecasts quickly is particularly noted.
- Integration Capabilities - The seamless integration with existing CRM systems is often praised, as it enhances data hygiene and ensures accurate information management.
- Customer Support - Positive feedback regarding customer support is common, with users noting that assistance is readily available and helpful. **Common Criticisms:**
- Learning Curve - Some users report a slight learning curve when first using the tool, particularly for those who are not tech-savvy.
- Limited Features - A few users feel that while the tool is effective for basic tasks, it may lack advanced features that some sales teams require for more complex operations.
- Pricing Concerns - Some feedback indicates that users find the pricing structure to be a bit high, especially for smaller teams or startups.
Target Industries
- B2B Companies - AI SDR tools help streamline lead qualification and outreach processes, allowing sales teams to manage large volumes of leads efficiently.
- SaaS Providers
- eCommerce Platforms - AI SDR tools assist in managing customer inquiries and lead generation, improving the overall sales process in the competitive eCommerce landscape.
- Companies with Long Sales Cycles - For businesses that require extensive nurturing of leads, AI SDR tools automate repetitive tasks, allowing sales representatives to concentrate on strategic engagement and relationship building.
Key Features
- Data Accuracy and Insight: Scratchpad helps maintain accurate data in Salesforce, enabling better analysis, segmentation, and sales prospecting based on reliable information. This is critical for targeting the right accounts effectively.
- AI Sales Agent: This feature autonomously updates Salesforce with crucial details from virtual sales calls. It can fill out fields like MEDDIC or next steps, with an option for human review before submission, reducing the risk of AI errors.
- AI Sales Sheets: Scratchpad provides a spreadsheet-like experience that syncs with your CRM. Users can make updates and see changes in the pipeline as they happen, simplifying complex Salesforce actions into quick, intuitive commands.
- AI Inline Coaching: This feature offers AI-powered guidance to ensure sales representatives follow update protocols. It prompts for missing information and suggests improvements, maintaining data quality and adherence to processes.
- CRM Hygiene Monitoring System: Scratchpad includes a system to track and measure CRM hygiene, helping identify areas where the sales process may be falling behind or where specific representatives may not be keeping up.
- Sales Notes: A centralized hub for sales notes that syncs with Salesforce, providing AI-generated call summaries to ensure data capture while maintaining the human touch in customer interactions.
