Real-World Case Studies and Customer Success Stories with Scratchpad

Scratchpad helped Recharge save 455 hours of seller admin work each month. The sales team used Scratchpad to centralize deal... updates, structure call notes, and automate MEDDIC updates in Salesforce. Sellers no longer wasted time switching tabs or retyping notes. AI-driven suggestions improved data accuracy and reduced manual entry. Leaders gained trust in CRM data and could coach more effectively. Recharge saw cleaner CRM hygiene and sharper sales execution.
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Scratchpad helped Merge align MEDDIC qualification across its sales team. Merge used Scratchpad’s AI to draft CRM updates and suggest... MEDDIC fields, letting reps review and approve changes. This reduced admin work and kept Salesforce data accurate without forcing reps into the CRM. Leaders gained confidence in pipeline accuracy, and sellers spent less time on manual updates. Product feedback was captured faster, helping Merge improve features quickly.
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Scratchpad helped Memfault automate Salesforce updates and reduce manual CRM work. Sellers saved hours each week by letting AI capture... technical details from calls and update MEDDPICC fields. Data quality improved fast, and pipeline reviews shifted from data hygiene to sales strategy. Leadership gained full deal visibility. The team adopted Scratchpad instantly and became more productive from day one.
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Scratchpad helped MaintainX boost CRM hygiene and MEDDPICC adoption from 70% to over 90%. The sales team faced unreliable forecasts... and too much manual CRM work. Scratchpad's AI automated Salesforce updates and integrated into sellers' workflows. Reps could review and approve AI-generated field updates, leading to cleaner data and faster sales execution. MaintainX gained real-time visibility, trusted forecasting, and more selling capacity for reps.
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Scratchpad helped G2i automate seller admin work using AI. Sellers saved 25 minutes per call by automating post-call tasks and... CRM updates. 75% of post-call workflow is now completed automatically or in one click. G2i doubled revenue year over year without adding headcount. Pipeline meetings became faster and more efficient. The sales team now focuses more on closing deals and less on admin work.
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Scratchpad helped Fundraise Up boost seller productivity and CRM data quality. The RevOps team unified sales processes and automated Salesforce... updates. Sellers now use one workspace for notes, tasks, and deal management. MEDDIC field completion rose from under 10% to about 70%. Leadership gained real-time pipeline visibility and sellers spend less time on admin work.
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Scratchpad helps G2i fill missing or outdated Salesforce fields using AI. G2i used Scratchpad to review sales calls and update... fields like objections and methodology. This saved over 6,000 selling hours a year and improved Salesforce field completion to over 80%. G2i also saw 90%+ MEDDPICC adoption and a 70%+ AI suggestion acceptance rate. The sales team trusts the updates and saves hours of admin work.
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Scratchpad helped MaintainX boost CRM hygiene and MEDDPICC adoption from 70% to over 90%. The sales team struggled with unreliable... forecasts and too much manual CRM work. Scratchpad's AI automated Salesforce updates and filled in key sales fields after calls. Sellers reviewed and approved updates, keeping data clean and trusted. MaintainX gained real-time visibility, better forecasting, and more selling time for reps.
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Settle used Scratchpad to automate Salesforce updates and reduce admin work for sellers. Before Scratchpad, sellers spent up to 25... minutes per call on CRM data entry, hurting pipeline visibility and forecasting. With Scratchpad's AI workspace, Settle reclaimed up to 6,000 selling hours a year and captured over 80% of opportunity-level fields with accurate data. Leadership now trusts Salesforce data, and post-sales teams are better informed. The solution improved sales execution and customer experience.
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Scratchpad helps Settle make sales-to-customer success handoffs fast and easy. The tool pulls notes from sales calls, CRM, and emails... to create complete handoff docs in one click. Settle's teams now move faster and with less friction. Data is always available, so decisions are confident. The process builds trust and supports long-term impact.
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Settle used Scratchpad to automate Salesforce updates and reduce admin work for sellers. Before Scratchpad, sales reps spent up to... 25 minutes per call on CRM data entry, hurting pipeline visibility and forecasting. With Scratchpad's AI workspace, Settle reclaimed up to 6,000 selling hours a year and captured over 80% of opportunity-level fields with accurate data. Leadership now trusts Salesforce data, and post-sales teams are better informed for customer meetings. The solution improved sales execution and customer experience.
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