Scratchpad Discussions

Scratchpad

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Scratchpad: The AI workspace for sales Remove admin work. Execute flawlessly. Win more deals. Scratchpad is the AI workspace built for sales. It removes admin work for sellers and drives strategy and execution on every deal — automated before and after every call. Sellers use Scratchpad to: • Update Salesforce fields from calls, emails, and notes • Take structured notes tied to opportunities and accounts • Draft follow-ups, business cases, and handoff docs • Review deals, surface risks, and prep for next steps • Qualify pipeline consistently with MEDDIC, SPICED, or custom criteria The Scratchpad Notetaker — the best desktop note taker for sales — captures live calls and syncs insights straight to Salesforce. With robust integrations across Zoom, Gong, Meet, and more, Scratchpad fits into your workflows. Trusted by high-performance teams at Brex, Clio, Cognism, Crunchbase, Cursor, Dialpad, MaintainX, Settle, Vercel, and Verkada — Scratchpad helps reclaim selling capacity for sellers, clean up CRM, and drive better execution across your revenue team. Free to start. Easy to deploy. See results in minutes, not months.

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# How can I best use Scratchpad's note-taking feature to sync with my sales pipeline? How can I best use Scratchpad's note-taking feature to sync with my sales pipeline? ##### Post Metadata

- Posted at: over 1 year ago - Author title: Pinned by G2 as a common question

# What is Scratchpad used for? What is Scratchpad used for? ##### Post Metadata

- Posted at: about 2 years ago - Author title: Pinned by G2 as a common question

# What does Scratchpad do? What does Scratchpad do? ##### Post Metadata

- Posted at: over 2 years ago - Author title: Pinned by G2 as a common question

# What is called scratch pad of computer? What is called scratch pad of computer? ##### Post Metadata

- Posted at: about 3 years ago - Author title: Pinned by G2 as a common question

# How do you get Scratchpad on Google Chrome? How do you get Scratchpad on Google Chrome? ##### Post Metadata

- Posted at: over 3 years ago - Author title: Pinned by G2 as a common question

# What's a scratchpad? What's a scratchpad? ##### Post Metadata

- Posted at: over 3 years ago - Author title: Pinned by G2 as a common question

# Can I share my scratch pad with the other users in org Can I share my scratch pad with the other users in org ##### Post Metadata

- Posted at: almost 4 years ago - Author title: Salesforce Adminstration

- Net upvotes: 1

# How can I connect Scratchpad into other services (Slack, Confluence, Jira, Zendesk, etc), easily. I want to be able to integrate with the other services I use where my data will be shared with others in the proper context and workflows. ##### Post Metadata

- Posted at: about 4 years ago - Author title: Principle Solution Architect

- Net upvotes: 1

# How is your organization using Scratchpad? Our team uses Scratchpad for opportunity management, territory planning, and account team collaboration. How are other sales organizations leveraging Scratchpad's functionality? ##### Post Metadata

- Posted at: over 4 years ago - Author title: Sales Strategy at Segment

- Net upvotes: 1

# Is it possible to make a tile for logging calls and or zoom/meetings from the Salesforce field into Scrathchpad? ##### Post Metadata

- Posted at: over 4 years ago - Author title: Customer Success Manager

- Net upvotes: 1

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