CoSupport AI
What is Scratchpad?
Scratchpad is a comprehensive platform designed to enhance sales team performance through artificial intelligence. It focuses on improving efficiency and accuracy by automating routine tasks.
The platform enables automated CRM updates, provides AI-driven insights for better pipeline management, and facilitates seamless collaboration within sales teams. Its tools integrate directly with Salesforce, enhancing data hygiene, process compliance, and forecast accuracy. Scratchpad's mobile capabilities also allow sales reps to manage their tasks and update CRM information on the go.
Features
- 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.
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.
FAQs
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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.
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