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Robert Lacis

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About Robert Lacis

  1. I'm assuming you mean Enterprise Content Management. I'm currently working on a project to migrate thousands of pieces of content from an old, intranet-based content management system to Evernote Business. I believe that it's possible and the find functionality of Evernote Business combined with tags makes for a powerful way of browsing and getting to the content your users need. Can you give more details on the amount and types of content you are referring to?
  2. Robert Lacis


    It depends what you want from your CRM. Coming from larger sales organizations (Cisco and Maxim Integrated), I often hear that Salesforce doesn't add much value to the individual sales person and that it's seen as a management/inspection/reporting tool. Salespeople live in email and notes, which I believe makes Evernote a good choice for a small CRM that focuses on closing business as opposed to management reporting. Take a look at the Smartsheet to Evernote integrated. I'm thinking that it might be the right combination of structured data meets unstructured data. I truly believe there is an opportunity for someone to develop a lightweight CRM (read: management reporting/structured data) that lives on top of Evernote Business.
  3. Robert Lacis


    @funfunfun1 are you looking to use Evernote as a standalone CRM, or, are you looking at how to integrated with Salesforce?
  4. This is an interesting idea. The power of search is great in Evernote.
  5. Robert Lacis


    We use Evernote Business as to enable our customer engagement process. It's integrated with Salesforce.
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