Financial Services Case Studies and Customer Success Stories with Scratchpad
Settle
- Financial Services
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.
Scratchpad AI helped Settle automate sales admin work. Settle's sales team lost up to 25 minutes per call on CRM... updates, hurting selling time and data quality. With Scratchpad, they automated Salesforce updates and used AI to capture and transcribe sales calls. Sellers reclaimed up to 25 hours a month, totaling 6,000 hours a year. Over 80% of opportunity fields now have accurate data. Leadership trusts the data, and customer handoffs improved.
Manufacturing Case Studies and Customer Success Stories with Scratchpad
MaintainX
- Manufacturing
Scratchpad helped MaintainX improve CRM hygiene and MEDDPICC adoption from 70% to over 90%. MaintainX faced problems with messy CRM... data and too much manual work for sellers. Scratchpad's AI automated Salesforce updates and filled in key sales fields. Sellers reviewed and approved updates, leading to cleaner data and faster sales execution. The company gained real-time visibility, trusted forecasting, and more selling capacity for reps.
Scratchpad helps G2i fill missing or outdated Salesforce fields using AI.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.
Other Industry Case Studies and Success Stories with Scratchpad
Fundraise Up
- Information Technology And Services
- Medium
Scratchpad helped Fundraise Up boost seller productivity and CRM data quality. Sellers used to juggle 14 tools, causing poor data... and low process adoption. With Scratchpad, they automated Salesforce updates, adopted MEDDIC, and cut redundant tools. MEDDIC field completion jumped from under 10% to about 70%. Managers now coach strategy, not chase data. Fundraise Up trusts their sales data and moves deals faster.
Scratchpad helped G2i double revenue year over year without adding headcount. Sellers saved 25 minutes per call by automating post-call... admin work. 75% of post-call workflow is now completed automatically or in a single click. G2i improved win rates and pipeline visibility using Scratchpad's AI workspace. The team now spends more time selling and less on manual tasks. Pipeline meetings are faster and more efficient.
Scratchpad helped MaintainX improve MEDDPICC adoption from 70% to over 90%. The team also cleaned up CRM hygiene. Scratchpad made... it easy to assess deals using sales frameworks like MEDDPICC, SPICED, and BANT. This led to better coaching and more accurate deal reviews. MaintainX saw clear improvements in sales process adherence.
