AI use-case library
Proven examples from high-performing sales teams using AI to drive better sales execution
8 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Backfill missing or outdated Salesforce fields with AIKeep Salesforce aligned with your process by filling in the gaps from past calls and emails - instantly, and at scale.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
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.
Coaching sellers
AI-driven coaching on deals and customer interactions
Instant call coaching with custom AI promptsAI-powered call coaching in one click - driven by your process, built for reps, and easy to scale.
Handoffs & transitions
Ensure clean, complete transitions across teams and deal stages
Flawless handoffs from sales to post-salesDeliver consistent, accurate, and timely handoff notes without the manual lift