Scratchpad VS Playbook AI

Scratchpad Pricing

Playbook AI Pricing

Scratchpad

• AI Sales Agents: Automate note-taking, generate summaries, transcripts, and provide CRM update suggestions.
• CRM Update Agent: AI suggestions for CRM updates, improving data accuracy.
• Input Grading Agent: Offers real-time coaching inline to guide sales reps.
• Mobile AI Updates: Allows users to update any field or object with AI suggestions from mobile devices.
• Pipeline Management: Provides tools for cleaner pipeline, advanced grid views, and task management.
• Automations & Enablement: Offers no-code automations, sales enablement cards, and process compliance tools.
• Deal Rooms: Facilitates team collaboration and visibility through automated alerts and notifications.
• Deal Inspection: Provides real-time visibility into deal movement, change history, and highlights.

Playbook AI

• Sales Orchestration: Automates and organizes sales activities for improved engagement and conversion.
• Machine Learning Recommendations: Prescribes optimal actions and follow-up tasks for sales representatives.
• Omnichannel Sequences: Manages email, phone, SMS, social media, and web-conferencing sales outreach.
• Sales Analytics: Delivers actionable insights and pipeline analysis to increase win rates.
• CRM Integration: Seamlessly connects with Salesforce, Zoho, Hubspot, and other major CRM systems.
• Workflow Automation: Automates lead import, task assignment, and account tagging to streamline sales processes.
• Account and Contact Scoring: Advanced scoring mechanisms for prioritizing leads and accounts.
• Security and Compliance: Ensures platform governance and secure integration with third-party tools.
• Custom Playbooks: Enables creation of tailored sales sequences for outbound, inbound, and account-based sales.
• Deal Management: Provides tools for managing pipeline stages, opportunity tracking, and sales forecasting.

Scratchpad Use Cases

• Automating CRM data entry and updates.
• Improving sales team productivity and efficiency.
• Enhancing sales forecasting accuracy.
• Streamlining sales team collaboration.
• Ensuring sales process compliance and data hygiene.
• Managing sales pipelines and inspecting deal progress.
• Mobile CRM updates and note taking.

Playbook AI Use Cases

• Automating outbound sales campaigns for faster pipeline growth.
• Increasing sales team productivity with AI-driven activity prescriptions.
• Orchestrating account-based sales strategies for enterprise revenue expansion.
• Streamlining lead management by integrating multiple CRMs.
• Enhancing prospect engagement through personalized, omnichannel outreach.
• Analyzing sales performance metrics to improve coaching and outcomes.
• Assigning tasks automatically to sales reps based on account or territory.
• Accelerating deal velocity and improving follow-up discipline.

Scratchpad FAQs

• How does Scratchpad ensure security and compliance?

  Scratchpad connects to Salesforce via API, inheriting permissions and settings. It maintains SOC 2 Type 2 compliance with continuous automated monitoring and is aligned with GDPR and CCPA guidelines.

Playbook AI FAQs

• Does Playbook AI offer a free trial?

  Yes, Playbook AI provides a free trial period, typically ranging from 14 to 30 days based on sales team size and process complexity.
• Which CRMs does Playbook AI integrate with?

  Playbook AI integrates with Salesforce, Zoho, and Hubspot, and offers custom integrations for subscribers of specific plans.
• Is billing done annually?

  Billing for Playbook AI is conducted quarterly for all plans.
• What is the role of an implementation manager with Playbook AI?

  An implementation manager assists subscribers by supporting the onboarding process and ensuring optimal use of the platform.
• Does Playbook AI provide automated lead assignment?

  Yes, the platform can automatically assign tasks to the appropriate sales representatives based on round-robin, territory, or other preferences.

Uptime Monitor

Uptime Monitor