AI use-case library
Proven examples from high-performing sales teams using AI to drive better sales execution
12 articles
CRM accuracy & monitoring
Ensure Salesforce stays clean, complete, and actionable - powered by AI and built into your workflow
- Auto-draft updates to Salesforce fieldsKeep Salesforce fields accurate and complete - without pulling reps out of their workflow.
- Backfill missing or outdated Salesforce fields with AIKeep Salesforce aligned with your process by filling in the gaps from past calls and emails - instantly, and at scale.
Deal execution & follow-up
Qualify deals consistently, create high-quality action plans, and communicate with confidence after customer interactions
- Pre-call prep without the guessworkQuickly get up to speed before every meeting with a structured pre-call summary - built from the full deal history, not scattered notes.
- Draft post-call follow-up emails in secondsCreate high quality follow-up emails that are tailored to your voice, calls, and workflow - all in one click.
- Qualify opportunities consistently with AIApply your qualification framework instantly with Scratchpad AI - so reps can focus on the right deals, without waiting for manager input.
Deal visibility & insights
Give leaders and teams instant clarity on what’s happening in every opportunity
- Quickly assess deals against your sales methodologyEvaluate deals against MEDDPICC, SPICED, or your custom framework - using context pulled from calls, emails, notes, and Salesforce data
- One-click executive summariesDeliver clear, compelling executive summaries in seconds to drive alignment and accelerate decisions.
- Capture accurate closed lost reasons with AIScratchpad auto-captures closed lost reasons from call transcripts and emails - backfilling past deals and updating future ones - so sellers gain more time to sell and Salesforce stays complete…
- Run sharper deal reviews by surfacing risks earlySpot objections, blockers, and gaps early - with structured insights pulled directly from what customers actually said in calls, emails, and from Salesforce data.
Coaching sellers
AI-driven coaching on deals and customer interactions
Handoffs & transitions
Ensure clean, complete transitions across teams and deal stages