Scratchpad

Scratchpad is an AI-powered workspace designed to enhance productivity and streamline sales processes for sales teams. It integrates with Salesforce to provide tools for pipeline management, call intelligence, and real-time analytics.

Key features:
- AI Sales Assistant: Helps manage pipeline, update Salesforce data, and track deal progress
- Call Intelligence: Combines call recording with AI-generated transcripts and summaries
- Deal Rooms: Dedicated spaces for each opportunity with filters for large deals, at-risk accounts, or renewals
- Change Highlights and History: See changes in deal stages, values, close dates, and complete audit trail

- Slack Notifications and Automations: Set up no-code automations to drive sales behaviors and identify pipeline gaps
- Clips: Create, store and share recorded customer call clips for collaboration and deal visibility

- Waterfall Analytics: Understand forecast changes and sales trends over time
- Sales Trends: Track forecast evolution and identify key trends
- Change Highlights: See why deals have changed in value or stage

How it works:
Users interact with Scratchpad through a web app integrated with Salesforce. Sales reps can update Salesforce data, access call transcripts, and collaborate in Deal Rooms to track progress.

Integrations:
- Salesforce: For data management and pipeline updates
- Slack: For notifications and workflow automations

Use of AI:
Scratchpad leverages generative AI models to provide insights and automate tasks, using advanced natural language processing and machine learning techniques.

How to access:
Scratchpad is available as a web app, accessible from any internet-connected device. It is designed for sales teams looking to optimize processes and increase productivity.