Jump to content

Mr B

Level 1
  • Content Count

    1
  • Joined

  • Last visited

Community Reputation

0 Neutral

About Mr B

  1. I have just become an Evernote Business User and am exercising my brain on how I might use Evernote in the following scenario; We have 100 client companies. We have 500 investors.We have 8 members of staff.We can provide static data on all of these people / entities (tel numbers etc) but it is capturing the interaction between them in note form which interests me and can be shared amongst my colleagues. For example each month we have a 2 hour meeting and lunch which are attended by; 5 clients (out of the 100)20 Investors (out of the 500) and we have5 members of staff who attend each meetingOther interactions are happening (and need to be recorded) At the moment, any follow up is using our CRM system, and spreadsheets per event, but I believe Evernote business would be able to do this more efficiently, and in a dynamic way using Tags Any thoughts?
×
×
  • Create New...