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November 13, 2024
Scratchpad AI Sales Assistant icon

Scratchpad AI Sales Assistant

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Transform sales conversations into actionable Salesforce data.
Scratchpad AI Sales Assistant website
Featured alternatives TalkPilot TalkPilot
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Overview

AI Sales Assistant for Salesforce is specifically designed to enhance modern sales operations. It allows users to effortlessly manage, update Salesforce operations, interact with team members on deals and manage pipelines.

The AI assistant facilitates live call summaries, provides AI prompts for sales procedures and generates real-time notes, transcripts and summaries of calls.

The tool integrates with the Salesforce system and utilizes artificial intelligence for filling MEDDIC, next steps, or any fields directly into Salesforce, boosting process efficiency.

It features a user-friendly interface for taking notes and updating Salesforce from the web. Furthermore, the assistant promotes team collaboration, and automates new deal rooms for post-sales handoffs, enhancing productivity.

It offers change history for each deal and provides real-time visibility for deal movement. The tool comes with features for tracking deal status at every level, capturing a historical record of pipeline changes, and providing insight into forecast changes over time.

It also improves Salesforce hygiene, adds collaborator automatically, and provides a user-friendly way to update Salesforce from Slack. The tool is made to be agile and interactive, delivering no-code instant Salesforce updates, thus facilitating seamless sales operations.

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Releases

Get notified when a new version of Scratchpad AI Sales Assistant is released
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Initial release
February 21, 2024
Initial release of Scratchpad AI Sales Assistant.
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Pricing

Pricing model
Freemium
Paid options from
$19/month
Billing frequency
Monthly
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