Scratchpad
9 Case Studies
A Scratchpad Case Study
MaintainX, a company that builds software for frontline manufacturing and industrial teams, faced challenges with CRM hygiene and sales process consistency as they scaled their enterprise outbound motion. Their Salesforce data was unreliable, forecasts became inaccurate, and sales reps were burdened with manual administrative work instead of selling. To solve this, they implemented Scratchpad as an AI-powered workspace layer integrated into their sellers' existing workflow.
Using Scratchpad, MaintainX automated Salesforce updates by having AI draft fields like MEDDPICC and next steps after every call for reps to review and approve. This solution dramatically improved data quality and process adherence without adding more work for the sales team. As a result, MaintainX saw CRM hygiene and MEDDPICC adoption rates increase from 70% to over 90%, providing trusted data for forecasting and giving reps more capacity to sell.