Scratchpad vs Xactly
Side-by-side comparison of AI visibility scores, market position, and capabilities
AI workspace for sales reps that auto-updates Salesforce, enforces methodologies like MEDDPICC, and captures call notes with AI. $49.6M raised; tens of thousands of users in thousands of companies.
About
Scratchpad is an AI-powered sales productivity workspace founded in 2019 and headquartered in San Francisco, providing Salesforce-connected tools that eliminate the manual data entry burden for account executives and sales teams. The company has raised $49.6 million across three rounds, including a $33 million Series B in January 2022 led by Craft Ventures with participation from Accel.\n\nScratchpad's core offering is a fast, flexible workspace that surfaces Salesforce data alongside AI-generated call notes, pipeline views, and deal scorecards—allowing reps to update fields, leave notes, and manage deals without switching between Salesforce tabs. Its AI call recorder and notetaker automatically capture and transcribe customer conversations, then use AI to analyze interactions and automatically update Salesforce fields based on what was discussed. The platform enforces sales methodologies including MEDDPICC, SPICED, and BANT by surfacing methodology completion scores and flagging missing qualification data.\n\nScratchpad is used by tens of thousands of reps inside thousands of companies and is priced accessibly at $19–$49 per user per month, making it popular with mid-market and enterprise teams seeking Salesforce productivity gains without a full process overhaul. The platform competes with Groove by Clari and Momentum.io in the Salesforce productivity and activity capture space.
Enterprise incentive compensation and sales performance platform with a proprietary multi-decade benchmark dataset. Covers Incent, Manage, Plan, and Forecast for global sales organizations.
About
Xactly is an enterprise sales performance management (SPM) software company founded in 2005 and headquartered in Denver, Colorado. The company offers a comprehensive suite covering incentive compensation management (Incent), territory and quota management (Manage), sales planning (Plan), and revenue forecasting (Forecast)—serving large sales organizations that need to automate complex commission calculations, manage compensation plans, and align sales territories with business goals.\n\nXactly's most distinctive asset is its proprietary benchmarking dataset built from decades of commission and performance data across thousands of companies, allowing customers to compare comp plans and rep performance against industry peers. This data moat provides Xactly with a defensible competitive position in the enterprise segment. The platform supports complex commission structures including multi-tier accelerators, splits, draws, recoveries, and channel partner compensation—calculations that are error-prone when managed in spreadsheets.\n\nXactly serves mid-market and enterprise customers across technology, financial services, manufacturing, and life sciences, with deep integrations into Salesforce, Workday, SAP, and Oracle HCM. The company was taken private by Vista Equity Partners in 2017 and has continued expanding its AI and predictive analytics capabilities for sales planning and quota attainment forecasting. Xactly competes with Varicent, CaptivateIQ, Anaplan, and SAP Commissions in the incentive compensation management market.
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