Case Study: Settle improves sales execution and automates CRM work with Scratchpad

Settle saves 25 hours a month with Scratchpad

Settle, a company that helps high-growth CPG brands scale their operations, faced a challenge with its growing sales team. The administrative burden of updating their Salesforce CRM was consuming up to 25 minutes of selling time per call, leading to inconsistent data, unreliable forecasting, and seller pushback. They attempted to build their own insight extraction system but it was not reportable and still required manual data entry. Settle turned to the vendor Scratchpad for a solution.

Scratchpad implemented an AI sales execution solution that automated Salesforce updates by capturing and transcribing sales calls. This allowed RevOps to automatically update critical fields and generate post-call handoff documents. The solution from Scratchpad saved sellers up to 25 hours per month, reclaimed an estimated 6,000 annual selling hours for the team, and ensured over 80% of opportunity-level fields were captured with accurate data. This provided leadership with trusted pipeline visibility and improved the customer experience with better-aligned handoffs.

Settle