Scratchpad
9 Case Studies
A Scratchpad Case Study
Fundraise Up, a global digital fundraising platform, faced challenges with an overloaded tech stack, poor Salesforce data quality, and a lack of pipeline visibility. These issues, stemming from inconsistent processes and low adoption of their MEDDIC sales methodology, hindered seller productivity and created unreliable forecasting for their sales, success, and partnerships teams.
To address this, Fundraise Up implemented Scratchpad as their central sales workspace. The solution automated Salesforce updates with AI, streamlined seller workflows, and enforced their new buyer-aligned process. As a result, Scratchpad helped drive MEDDIC field completion from under 10% to approximately 70%, eliminated nearly half of their redundant tools, and provided trusted data that allowed managers to focus on coaching instead of chasing CRM updates.