Scratchpad

The product is an AI workspace that automates Salesforce updates and keeps CRM data clean by capturing notes from calls and emails and filling fields directly. It solves admin overhead, poor data quality, low CRM adoption, and lack of visibility into deal health and process adherence. It is for sales representatives, sales managers, and revenue operations teams in B2B sales organizations. It is delivered as a SaaS workspace that connects to Salesforce via API and overlays a fast interface, sheets, notetaker and agents while keeping Salesforce as the system of record.

Key features

• Automates Salesforce updates from calls and emails
• Captures notes and fills Salesforce fields
• Modern Salesforce UI with sheets
• AI notetaker for customer calls
• Provides actionable feedback on calls and deals
• Flags risky and off-track deals
• Captures Closed Lost reasons from interactions
• Applies BANT/MEDDIC/SPICED qualification
• Generates executive summaries and deal briefs
• Creates handoff docs with full context
• Inherits Salesforce permissions and rules
• SOC 2 Type 2 compliant with encryption