Spend more time selling
AI automatically fills Salesforce fields by listening to sales calls. It eliminated hours of manual data entry for sales teams while giving leadership the clean CRM data they need to make decisions.
Company
Scratchpad
Details
Web app, 6 weeks
CHALLENGESales reps spend 65% of their time on admin work instead of revenue generating tasks.
Sales teams were stuck in a painful loop: sellers ignored Salesforce updates because they were too busy selling, RevOps spent hours chasing people to fix incomplete records, and critical deal intelligence stayed trapped in call recordings instead of making it into the CRM.
Our AI suggested updates after every sales interaction, but reps acted on fewer than 1 in 8. Leaving pipelines stale and the feature's value unrealized.
AI updates metrics
OLDCreating AI prompts was not very intuitive, it was an open text box where people could type whatever they wanted in a small space.
Overwhelming list of fields
Not easy to edit prompts
Unclear what information to include
Without the right input instructions the outputs were inconsistent :(
NEWA mad lib style of creating prompts that guides the users to consistently relevant results.
Focused prompt builders on one field at a time
Larger input boxes to manage content
Clear sections to guide users on what to fill out
SOLUTIONIncrease the visibility of suggestions so that it meets users where they are while also improving the quality of suggestions so it’s not just noise for the user.
Impact
Settle reclaimed 6,000+ selling hours annually and hit 80%+ field completion
MaintainX achieved 90%+ methodology adoption across their sales org
70%+ acceptance rate on AI suggestions (users actually trusted and used it)
This feature saved teams an hour of admin work per call and turned messy CRM data into a reliable source of truth for forecasting and deal strategy.