Processes broke down, deal visibility declined, and forecasting became unreliable. Settle tried routing call transcripts from other recorders into a data warehouse and building insight extraction logic, but they fell short. It was hard to report on, and sellers had to re-enter the same data manually. Then they tried AI from Scratchpad.

Forecasts became unreliable. Reps were stuck updating fields instead of moving deals forward. And the CRM was no longer a reflection of what was actually happening in the pipeline. It’s a familiar story. See how MaintainX solved these thorny problems with AI.