ClaudSkills / Sales / crm-systems

Sales Scratchpad

Quality score: 80/100  ·  Category: Sales  ·  Sub-category: crm-systems
tool:salesforce
Scratchpad platform help — Salesforce-native AI workspace with call recording, AI field updates, pipeline sheets, Hygiene Monitor, and Deal Agent. Use when reps waste time manually updating Salesforce after calls, pipeline views in Salesforce are clunky and reps avoid them, CRM data is stale because reps don't log activities, evaluating Scratchpad vs Weflow vs Gong vs Clari for Salesforce teams, or Scratchpad AI credits running out too fast. Do NOT use for general CRM data cleanup strategy (use /sales-data-hygiene) or choosing a CRM (use /sales-crm-selection).

What this skill does

Sales Scratchpad is a well-rated Claude Code skill (quality score 80/100) in the crm-systems sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/sales-scratchpad/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when reps waste time manually updating Salesforce after calls, pipeline views in Salesforce are clunky and reps avoid them, CRM data is stale because reps don't log activities, evaluating Scratchpad vs Weflow vs Gong vs Clari for Salesforce teams, or Scratchpad AI credits running out too fast. Do NOT use for general CRM data cleanup strategy (use /sales-data-hygiene) or choosing a CRM (use /sales-crm-selection).

Who uses this skill

The Sales Scratchpad skill is built for sales development reps, account executives, revenue operations teams, and customer success managers. It is part of the open ClaudSkills registry, a community-curated catalog of 15,000+ capabilities you can install for Claude Code — the Claude CLI agent.

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/sales-scratchpad
curl -L https://claudskills.com/skills/sales-scratchpad/SKILL.md \
  -o ~/.claude/skills/sales-scratchpad/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/sales-scratchpad/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/sales-scratchpad/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\sales-scratchpad\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

More Sales skills

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Part of ClaudSkills — the open registry for Claude Code skills.  ·  What's New  ·  Install guide  ·  About  ·  llms.txt