Scratchpad

Scratchpad is an AI-powered workspace designed to enhance productivity and streamline sales processes for sales teams. It offers a comprehensive suite of features that leverage artificial intelligence to provide insights, automate workflows, and facilitate collaboration, all while integrating seamlessly with Salesforce.

Key features:
- AI Sales Assistant: Helps sales representatives manage their pipeline, update Salesforce data, and track deal progress efficiently.
- Call Intelligence: Combines call recording with AI-generated transcripts and summaries, providing visibility into customer conversations.
- Deal Rooms: Creates dedicated spaces for each opportunity, with filters for large deals, accounts at risk, or renewals.
- Change Highlights and History: Displays changes in deal stages, values, and close dates, along with a complete audit trail of activities and updates.
- Slack Notifications and Automations: Enables no-code automations in Slack to drive better sales behaviors and quickly identify pipeline gaps.
- Clips: Allows creation, storage, and sharing of recorded customer call clips for improved team collaboration and faster deal visibility.
- Waterfall Analytics: Provides understanding of forecast changes and sales trends over time.
- Sales Trends: Tracks how forecasts evolve and identifies key trends.

How it works:
1. Users access Scratchpad through a web app that integrates with Salesforce.
2. Sales representatives update Salesforce data, add notes, and manage their pipeline from the web app.
3. Users can review AI-generated transcripts and summaries of customer calls.
4. Team members collaborate in dedicated deal rooms to track progress on each opportunity.

Integrations:
Salesforce, Slack

Use of AI:
Scratchpad utilizes artificial intelligence to generate call transcripts and summaries, provide sales insights, and automate various tasks within the sales workflow. The AI components are designed to enhance productivity and provide valuable data-driven insights to sales teams.

AI foundation model:
While the specific AI foundation model is not explicitly mentioned, Scratchpad's capabilities suggest the use of advanced natural language processing and machine learning techniques to power its AI-driven features.

Target users:
- Sales teams seeking to optimize their processes and increase productivity
- Sales managers requiring better visibility and control over their team's processes and pipeline
- Organizations looking to replace traditional spreadsheets and manual processes with AI-driven automation

How to access:
Scratchpad is available as a web application, accessible from any device with internet connectivity. It is a proprietary software designed for sales teams and is not open source.