Use-Case Library
Explore proven workflows that showcase how Scratchpad helps teams move faster, stay aligned, and sell smarter.
5 articles
Flawless Handoffs from Sales to Post-Sales, Powered by AIDeliver consistent, accurate, and timely handoff notes without the manual lift
AI Suggested Updates for Key Fields Like Next Step, Decision Criteria, and MoreKeep Salesforce fields accurate and complete - without pulling reps out of their workflow.
Instant Call Coaching with Custom AI PromptsAI-powered call coaching in one click - driven by your process, built for reps, and easy to scale.
Qualify Early Stage Opportunities With AIApply your qualification framework instantly with Scratchpad AI - so reps can focus on the right deals, without waiting for manager input.
Backfill Missing or Outdated Salesforce Fields with AIKeep Salesforce aligned with your process by filling in the gaps from past calls and emails - instantly, and at scale.