Case Study: CaptivateIQ boosts pipeline creation and data hygiene with Scratchpad

CaptivateIQ Drives Trust in Data With Scratchpad

CaptivateIQ, a B2B finance tools company, needed a better way to trust its Salesforce data as it scaled its sales team and expanded into new markets. Manual updates, clunky hand-offs, and inconsistent CRM hygiene made forecasting and leadership reporting unreliable, while reps were reluctant to spend time on admin work instead of selling. CaptivateIQ chose Scratchpad to help solve these workflow and data quality challenges.

With Scratchpad layered on top of Salesforce, CaptivateIQ gave AEs a faster, easier workspace for updating deal information, managing hand-offs, and keeping CRM records accurate. The team moved to a pre-built form and Kanban-based process that reps actually used, which helped improve data hygiene by 70% and increase pipeline creation by 25%. Scratchpad also helped CaptivateIQ update 70% more fields in Salesforce, improving the quality of reporting and trust in the data.

CaptivateIQ

Jordan Leu

Director of Sales