I adopted ScratchPad for the note taking but fell in love with the abiliy to just click and join notes to an existing salesforce account or prospect. I can premake templates and load them seconds before a call. Sharing a template with work mates is super easy and once I make changes to mine it can be shared with everyone.

Scratchpad for pipeline hygiene is the best because it helps streamline your workflow and keeps everything organized. It likely allows you to easily track tasks, manage follow-ups, and maintain clear communication with your team. This can lead to better visibility on your sales pipeline, improved productivity, and ultimately, more successful outcomes. Plus, having a dedicated space for notes and insights can make your process feel more cohesive and less chaotic!

When I used Scratchpad, I really liked the UI and the design. It was very easy on the eyes and provided a clean view of the dreaded "description field" in SalesForce that I often had trouble viewing and editing on the lead record.