Pendium
Scratchpad
Scratchpad
Visibility47
Vibe100
Businesses/Software/Scratchpad
Scratchpad
AI Visibility & Sentiment

Scratchpad

Scratchpad is an AI-powered workspace built for sales teams that integrates with Salesforce to remove administrative work, automate CRM updates, and help sellers focus on revenue-generating activities. The platform combines modern UI, AI agents, call recording, and deal intelligence to improve sales execution and data quality.

Active Monitoring
scratchpad.com
SoftwareStartups
AI Visibility Score
47/100

Moderate

Sentiment Score
100/100
AI Perception

Summary

Scratchpad has successfully converted Google Gemini into a dominant brand advocate, achieving a near-ubiquitous 92% visibility rate across core Salesforce hygiene and productivity queries. While the brand effectively captures the 'Efficiency-Obsessed Account Executive' persona, it faces a strategic ceiling in high-value 'Deal Intelligence' conversations where competitors like Gong and Clari currently own the narrative.

Value Proposition

Remove admin work from sellers by using AI to automatically update Salesforce from customer interactions, enabling sales teams to spend more time selling and less time on data entry while maintaining accurate CRM data

Overview

Scratchpad is an AI-powered workspace built for sales teams that integrates with Salesforce to remove administrative work, automate CRM updates, and help sellers focus on revenue-generating activities. The platform combines modern UI, AI agents, call recording, and deal intelligence to improve sales execution and data quality.

Mission

To unlock the highest levels of performance for sales teams

Products & Services
AI-powered Salesforce workspace with sheets and notesCall recorder and notetaker with AI transcriptionAI field updates that automatically populate CRM from calls and emailsDeal and Account AI agents for insights and coachingHygiene monitoring for CRM data quality and process adherence
Agent Breakdown

AI Platforms

How often do different AI platforms reference Scratchpad?

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Conversation Analysis

Topics

What conversations is Scratchpad included in — or excluded from?

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Buyer Personas

Personas

Who does each AI platform recommend Scratchpad to, and when?

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Programmatic Testing

Sample Conversations

We programmatically analyze questions that real customers are asking to AI agents and chatbots, extract brand mentions and sentiment, analyze every response, and synthesize the data into an action plan to increase AI visibility.

ChatGPTChatGPTClaudeClaudeGeminiGeminiAI OverviewsAI Overviews
Salesforce Data Hygiene And Automation(2 queries)

“how to get my sales team to actually update salesforce fields after meetings”

1/4 platforms mentioned

ChatGPTChatGPT
1.Salesforce
2.Salesforce Mobile App
3.Lightning
4.Einstein Activity Capture
5.Gong

+15 more

ClaudeClaude
1.Salesforce
2.Gong
3.Chorus
4.Hubspot
5.Slack

+5 more

GeminiGemini
1.Salesforce
2.Scratchpad
3.Dooly
4.Salesforce Anywhere
5.Quip

+12 more

AI OverviewsAI Overviews
1.Salesforce
2.AskElephant
3.Agentforce
4.Zoom
5.Teams

+6 more

“best tools for automating crm data entry so my reps don't have to do it manually”

2/4 platforms mentioned

ChatGPTChatGPT
1.Salesforce
2.Dooly
3.Scratchpad
4.Gong
5.Chorus

+25 more

ClaudeClaude
1.Salesforce
2.Gong
3.Clari
4.Dooly
5.Zapier

+3 more

GeminiGemini
1.Salesforce
2.Scratchpad
3.People.ai
4.Rattle
5.ZoomInfo

+11 more

AI OverviewsAI Overviews
1.AskElephant
2.Salesforce
3.HubSpot
4.Avoma
5.Sybill

+14 more

Seller Productivity And AI Workspace(1 query)

“i'm a sales rep and i hate doing admin work in salesforce, what are some faster ways to take notes and sync them”

2/4 platforms mentioned

ChatGPTChatGPT
1.Salesforce
2.Fireflies.ai
3.Otter.ai
4.Gong
5.Chorus.ai

+11 more

ClaudeClaude
1.Salesforce
2.Gong
3.Chorus
4.Slack
5.Einstein for Salesforce

+5 more

GeminiGemini
1.Salesforce
2.Scratchpad
3.Dooly
4.Weflow
5.Fireflies.ai

+7 more

AI OverviewsAI Overviews
1.Salesforce
2.Zoom
3.Teams
4.Google Meet
5.Fathom
9.Scratchpad

+10 more

Deal Intelligence And AI Coaching(1 query)

“how can i use ai to get better insights on my sales team's deals and pipeline health”

0/4 platforms mentioned

ChatGPTChatGPT
1.Salesforce
2.HubSpot
3.MS Dynamics
4.Gong
5.Chorus

+26 more

ClaudeClaude
1.Salesforce Einstein
2.HubSpot AI
3.Gong
4.Chorus
5.Clari

+5 more

GeminiGemini
1.Salesforce Einstein
2.Salesforce
3.HubSpot Sales Hub
4.Clari
5.Gong

+6 more

AI OverviewsAI Overviews
1.Outreach
2.Cognism
3.Gong
4.Salesforce Einstein
5.Guideflow

+5 more

Category Evaluation And Reviews(1 query)

“most trusted sales productivity tools for teams using salesforce right now”

1/4 platforms mentioned

ChatGPTChatGPT
1.Salesforce
2.Outreach
3.Salesloft
4.Groove
5.Gong

+31 more

ClaudeClaude
1.Salesforce
2.Salesforce Einstein Sales Cloud
3.Outreach
4.Chorus.ai
5.Gong

+9 more

GeminiGemini
1.Salesforce
2.Outreach
3.Salesloft
4.ZoomInfo
5.Apollo.io
9.Scratchpad

+12 more

AI OverviewsAI Overviews
1.Salesforce
2.Everstage
3.Salesforce Sales Cloud
4.Agentforce
5.Slack

+2 more

Analysis

Key Insights

What AI visibility analysis reveals about this brand

Strength

Exceptional 92% mention rate on Gemini, frequently securing the #2 or #3 position for CRM data entry and automation queries.

Strength

High resonance with the 'Efficiency-Obsessed Account Executive' persona (75% visibility), indicating the brand is successfully indexed as the premier seller-centric workspace.

Strength

Perfect brand-specific visibility across all tested LLMs, ensuring that direct queries about the company yield accurate and top-ranked results.

Gap

Critical underperformance in AI Overviews with an average position of 9.5, placing the brand at the bottom of search-integrated AI summaries.

Gap

Significant visibility gap on Claude (25% mention rate), suggesting that Scratchpad's technical documentation or deep-form content is not being prioritized by Anthropic's model.

Gap

Weak positioning in 'Deal Intelligence and AI Coaching' categories, where the brand is often excluded in favor of Gong, Chorus, and Clari.

Opportunity

Leverage the existing Gemini momentum to capture the 'Strategic Revenue Operations' persona by publishing content focused on high-level data governance rather than just rep productivity.

Opportunity

Aggressively target the 'AI Coaching' narrative by highlighting how Scratchpad data feeds and improves deal intelligence, challenging the dominance of conversation intelligence players.

Opportunity

Optimize site architecture for AI Overviews to shift from position 9.5 into the top 3, capturing the immediate traffic from Google’s primary AI interface.

Technical Health

Site Health for AI Visibility

How well Scratchpad's website is optimized for AI agent discovery and comprehension.

93/100
20 passed 1 warnings 1 issues
Audited 2/28/2026
Crawlability100

Can AI bots find your pages?

Technical96

SSL, mobile, doctype basics

On-Page SEO87

Titles, descriptions, headings

Content Quality87

Word count, depth, freshness

Schema Markup85

Structured data for AI comprehension

Social & OG100

Open Graph, Twitter cards

AI Readability60

How well AI can parse your content

Critical Issues

!

Page has no H1 heading

Add a single H1 tag as the main page heading.

Warnings

!

2 render-blocking resource(s) detected

Consider deferring or async-loading non-critical scripts and stylesheets.

Want a full technical audit with AI-specific recommendations?

Run a free visibility scan
Brand Identity

Brand Voice & Style

How AI perceives Scratchpad's communication style and personality

Scratchpad communicates with a confident, results-oriented tone that speaks directly to the pain points of sales professionals. The voice is professional yet accessible, using clear and direct language that resonates with busy sellers and RevOps leaders. They emphasize tangible outcomes like time saved and deals won, backing claims with specific metrics and customer testimonials. The brand avoids jargon while maintaining credibility, striking a balance between being helpful and authoritative without being pushy or overly technical.

Core Tone Traits

Results-Driven & Practical

Focuses on concrete outcomes like hours saved, deals won, and data quality improvements with specific metrics

Direct & Clear

Uses straightforward language that busy sales professionals appreciate, avoiding unnecessary complexity

Empathetic to Seller Pain

Demonstrates deep understanding of the frustrations sellers face with CRM admin work and process overhead

Confident & Credible

Backs claims with customer testimonials, G2 reviews, and specific use cases from recognizable companies

Competitive Landscape

Related Ecosystem

Related products and services that AI mentions in conversations alongside or instead of Scratchpad

1Salesforce46 mentions
2Gong40 mentions
3Slack31 mentions
4Scratchpad23 mentions
5Zapier21 mentions
6Outreach16 mentions
7Dooly16 mentions
8Clari15 mentions
9Chorus13 mentions
10Salesloft12 mentions
11Troops11 mentions
Source Intelligence

Citations

Sources that AI assistants cite. Getting featured here improves visibility.

5 Best Sales Productivity Tools in 2026 - Salesforce

https://www.salesforce.com/sales/team-productivity/tools/

Referenced in 1 query

Review
The Easiest Way to Get Notes Into Salesforce - Scratchpad

https://www.scratchpad.com/blog/auto-sync-salesforce-notes

Referenced in 2 queries

Review
Vinton for Sales Cloud. AI notetaker turning conversations to ...

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EtDnSUAV

Referenced in 1 query

Review
Automate notes in Salesforce - Grain

https://support.grain.com/en/articles/8482808-automate-notes-in-salesforce

Referenced in 1 query

Review
9 Best AI Note Takers for Sales Calls 2026 - MaxIQ

https://www.getmaxiq.com/blog/best-ai-note-takers-for-sales

Referenced in 1 query

Review
Sales reps hate updating the CRM. But the life of their ... - LinkedIn

https://www.linkedin.com/posts/quotaleague_sales-reps-hate-updating-the-crm-but-the-activity-7376948651715088384-DtyP

Referenced in 1 query

Pitch Story
A side-by-side comparison of 22 AI notetakers for sales - Arrows

https://arrows.to/guide/top-ai-notetakers/a-side-by-side-comparison-of-22-ai-notetakers-for-sales

Referenced in 1 query

Review
Which AI Notetakers Integrate Best with Salesforce?

https://vinton.ai/ai-notetakers-integrate-salesforce/

Referenced in 1 query

Review
Guidelines for Working with Notes - Salesforce Help

https://help.salesforce.com/s/articleView?id=sales.notes_del.htm&language=en_US&type=5

Referenced in 1 query

Review
The Top 10 Best Salesforce Integrations for Sales Reps in 2025

https://www.alongspace.com/blog/top-10-best-salesforce-integrations-for-sales-reps-in-2025

Referenced in 1 query

Review
Vinton for Sales

https://vinton.ai/solutions/vinton-for-sales/

Referenced in 1 query

Review
The Top 15 Salesforce Tools for Sales Professionals in 2025

https://www.cirrusinsight.com/blog/salesforce-tools

Referenced in 1 query

Review
Content Engineering

Goals & Content Ideas

Ideas to help AI agents better understand the business and be more likely to use Scratchpad's resources to help users.

Dominate AI Search for Seller Productivity Keywords

Address the critical AI Overview positioning gap (currently 9.5) by executing a targeted SEO sprint focused on seller productivity and CRM automation keywords. This involves creating highly structured, authoritative content that AI search engines prioritize, while amplifying key concepts through social media to build topical authority and increase brand signals that AI systems recognize.

The Complete Guide to CRM Automation That Actually Saves Sellers Time
Why 73% of Sales Reps Hate Their CRM (And How AI Changes Everything)
5 Seller Productivity Metrics That Predict Revenue Growth
How Top-Performing Teams Eliminate 10+ Hours of Admin Work Weekly
The Hidden Cost of Manual Salesforce Updates: A Data Analysis

Establish Authority in AI Deal Intelligence Space

Expand Scratchpad's positioning beyond productivity tools into the high-intent 'AI-Driven Deal Insights' and 'RevOps Intelligence' categories where competitors like Gong currently dominate. Create authoritative content pillars that AI systems will reference when users ask about deal coaching and revenue intelligence, supported by social proof and thought leadership shared across professional networks.

What Your Pipeline Data Is Trying to Tell You About Q4
Deal Intelligence vs Deal Tracking: Why the Distinction Matters for Revenue
How RevOps Leaders Use AI to Predict Which Deals Will Actually Close
The 3 Signals That Indicate a Deal Is About to Stall
Why Traditional CRM Reports Miss 40% of At-Risk Opportunities

Optimize Content Architecture for Claude Discovery

Address the 25% mention rate gap on Claude by auditing and reformatting technical content to be more AI-friendly with structured data, clear headers, and authoritative formatting. This ensures technical and strategic buyer personas who use Anthropic's model discover Scratchpad when researching sales technology solutions.

How We Rebuilt Our Salesforce Integration for Zero-Friction Updates
Technical Deep Dive: The Architecture Behind Real-Time CRM Sync
Enterprise Security Checklist: What IT Leaders Need From Sales Tools
API Documentation Best Practices That Save Developer Hours
Case Study: How [Company] Achieved 99.9% CRM Data Accuracy

Capture Mid-Market Sales Managers With Targeted Content

Create persona-specific content targeting Mid-Market Sales Managers—currently at 45% mention rate—focusing on team compliance and pipeline visibility pain points. This shifts brand perception from rep-level utility to management-level necessity through social proof, manager-focused use cases, and content that AI systems surface for leadership-level queries.

The Sales Manager's Guide to Pipeline Visibility Without Micromanaging
How to Know If Your Team Is Actually Updating Salesforce
5 Dashboard Views Every Mid-Market Sales Manager Needs
Team Compliance Made Simple: Getting Reps to Love Their CRM
Why Your Best Reps Have the Worst CRM Hygiene (And How to Fix It)
Content Engineering

Recommended Actions

!

Execute an AI-specific SEO sprint targeting seller productivity and CRM automation keywords to improve AI Overview positioning.

The current position of 9.5 in AI Overviews is a significant liability; moving into the top tier is essential for visibility within Google's native AI search experience.

Impact: High
!

Expand content pillars to include 'AI-Driven Deal Insights' and 'RevOps Intelligence' to compete in the high-intent deal coaching space.

Scratchpad is currently indexed as a productivity tool but missed in 'intelligence' queries, a gap that competitors like Gong are successfully exploiting.

Impact: High
~

Audit and reformat technical blogs and case studies to be more 'Claude-friendly' using structured data and clear, authoritative headers.

A 25% mention rate on Claude represents a massive missed opportunity among technical and strategic buyer personas who favor Anthropic's model.

Impact: Medium
~

Develop persona-specific landing pages for 'Mid-Market Sales Managers' focused on team compliance and pipeline visibility.

This persona currently has the lowest mention rate (45%); capturing them is critical for shifting the brand perception from a rep-level utility to a management-level necessity.

Impact: Medium

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Backing

Investors

C
Craft Ventures
Data generated by Pendium.ai AI visibility scanning. Last scanned February 28, 2026.

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