Scratchpad Agents is an AI-driven solution designed to automate CRM updates, allowing sales teams to focus on revenue generation. It enhances CRM hygiene and provides real-time coaching and recommendations to improve sales execution.

Key Features:

• Scratchpad Agents automate sales rep updates with quality data, ensuring CRM hygiene and adherence to sales methodologies like MEDDIC, MEDDPICC, and SPICED.
• The Call Agent listens to sales calls, captures next steps, and provides shareable call summaries, clips, and playlists, working seamlessly with tools like Scratchpad notetaker, Zoom, and Gong.
• CRM update Agents offer quality AI suggestions in calls, sales sheets, and workflows, providing instant visibility into sales rep updates and are trainable for standard or custom objects and fields.

Benefits:

• Scratchpad Agents improve CRM data quality and process adherence without interrupting sales reps' workflows, allowing them to stay focused on closing deals.
• Real-time coaching and recommendations ensure that sales reps receive guidance where they work, helping them maintain deal control with up-to-date Salesforce data.
• By driving the right behaviors and monitoring hygiene compliance, Scratchpad Agents help improve operational rigor and adoption of sales processes.

Use Cases:

• Sales teams can use Scratchpad Agents to automate CRM updates, reducing manual data entry and improving data accuracy.
• Sales leaders can leverage real-time coaching and recommendations to enhance sales execution and ensure adherence to sales methodologies.
• Operations teams can monitor and improve CRM hygiene compliance across individuals, teams, or regions, leading to more accurate sales forecasts.