Evernote Business for Salesforce

Evernote Business for Salesforce


Evernote Business for Salesforce was designed to help your team… …get a complete picture of every account You’ll be able to capture everything in Evernote… …discover what your team knows about each account,… …share knowledge and save time. For example, If I’m working on an opportunity with Moleskine company… …I can use Evernote on my computer to clip websites… …with the company’s corporate news,… …use my phone to snap photos of context business-cards, …scan documents and more. I log in to Salesforce to enter all the details about a new opportunity. Evernote automatically suggests notes… …based on the content of my Salesforce record. If I’ve been out on customer meetings all day or a week… …I can bring up a list of my most recent notes. I also use Evernote’s powerful search to find notes based on a keyword… …such as the company name. This shows me notes that contain the keyword inside typed or handwritten text. When I’m on a phone with a customer I click one button… …to start a new Evernote note and write down everything we discuss. If I open this note from Evernote… …there’s a direct link back to the Salesforce record. I can open and edit Evernote notes right from within Salesforce… …to fill-in more details later. I link notes to a Salesforce record… …so anyone in my company with access to this record… …can see what’s happening over the customer’s lifecycle. When my colleagues log into Salesforce… …their Chatter feed lists which notes I’ve linked recently. And they can see all the notes I’ve linked to each record. Evernote Business for Salesforce makes it easier to discover, share and capture… …important information related to every customer.

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About the Author: Oren Garnes

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