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Everything posted by C6REW

  1. Nested tags! That would be good if they ever get it sorted in the Business version. I could do so much with this feature. Chris
  2. Hi Brandon, Not that I am aware of. I have uploaded nearly 15,000 contacts to Zoho and no charge beyond $20 per month per person. Best regards Chris
  3. Just read an article on it Brandon and it appears that the cost goes through the roof when you start to add a larger number of contacts! Does that seem right? http://www.thesaleslion.com/massive-review-hubspot-crm-pricing-videos-training-tutorials/ Regards Chris
  4. Good morning all, I felt it only correct to let you know the following regarding my experience with insightly. An important part of our process is to use Microsoft Word, where we not only have templates but use auto-text also known as building blocks. This makes even long quotations quick and easy to create. Unfortunately I could not find any way of getting insightly to do this and more importantly, I emailed them and they told me to go on their forum, which is supposedly manned 24/7. I did so and even though I replied to my own post asking for help urgently before my 14 day trial period ended, I received no response. The same with their facebook group, no one responded. Further investigation and I found that Zoho CRM is similar in it's operation and does have MS Outlook, Word and Office 365 integration. I have therefore moved my trial over to this software. So far it appears to offer all we need and the cost is similar, starting at free, $12 and their is a $20 per user, per month that we will need. Hope that helps anyone looking at this post in the future. Regards Chris
  5. As mentioned previously, I have been using CRM packages for a very long time, back to when we used them in DOS. I cannot see that Evernote would be any good unless you only had a handful of customers. If this is the case then it would be fairly straightforward. I would have one Notebook per customer and keep all Notes including quotations within that Notebook. You could give yourself alarms for important events or tracking events. For us with close to 15,000 customers, that is not possible. Salesforce is not only too elaborate but extortionately expensive when you have more than a few people who are going to use it. This is so with most of the 'big' names, who are pricing themselves out of the small business market. I still get emails almost daily from Maximizer, but got so fed up with them telling me I had to pay for a site visit to get it up and running. The cost for that was far too high and it needed doing every time a computer was changed or there was a major upgrade to OS software. Do have a look at insightly, I am so far very impressed. If you are new to CRM's you will find some neat ways to make it work for you. I am still trying to work out how it can link to my MS Word quotations, but I will find an answer soon enough. They have a free version which won't work for us, but you can do a 14 day trial on the pro version. I think for most people the $12 per person per month would work very well. You can import Notes from Evernote if you want to as well. Best regards Chris PS Please see my post below regarding insightly not being as useful as I originally expected.
  6. Based on Phil reminding me that we only have about 10-11 months left with BCM before MS pull the plug on Outlook not updating, I have been doing some research again! Every now and then I take a look at reviews and then investigate CRM's. With a cloud version also high on my 'want' list, but everything I found up to now is too complicated or very expensive. This last week I found and have been testing 'insightly' which appears to be a great product and from free if you are a small business. I would be looking at $12 per person, per month which would be suitable for us. Just trying to get my head around how I can use it to link to MS Word when creating quotations. At the moment it appears to be too long winded. I have sent them a query. Will report on my further tests, but so far I am very impressed. Oh and it links to Evernote! Regards Chris PS Please see my post below regarding insightly not being as useful as I originally expected.
  7. Yes, no problem at all. The restriction comes with the user. You can install or run on any number of computers. Regards Chris
  8. Hi Phil, Yes and I should have stated that when I posted. I have a block on the update and a load of us are already onto MS to get that decision cancelled. Whether it happens again - they tried to do it a couple of years ago - remains to be seen. Again we are looking at the paid for but over the top version that MS has as well. Best regards Chris
  9. Hi, I have been a long time user of Maximizer as a CRM, from it's DOS days and used to teach companies how to use it. As the years went on, Maximizer became more and more complicated and they stated that you had to get a representative to install it at an exorbitant cost. The more I tried to get it sorted the worst it got! I researched other packages but they all seemed to have the same problems. I have been using OneNote then Evernote for some years and found myself relying on Evernote to give me my day to day information. Below is information on how I have set up my company. I published it originally in 2014 and it works exceptionally well for us. In my set up of Evernote I have a 'Diary 2014' Notebook and a 'Diary 2014 Completed' Notebook. Any emails or enquiries get sent to my 'Diary 2014' Notebook. I do this by clicking on the 'Evernote' icon in Microsoft Outlook, I then add a date code to the start of the title followed by the name of the company and name of the individual, leaving their title. By way of example lets say I get an email with the following title: Quotation Required - Reference Stonehenge Water Treatment Works This will be forwarded and the new title will be: 140525 - South West Water - Joe Bloggs - Reference Stonehenge Water Treatment Works With this and other tasks now in various Notes I begin to work on them. Any communication from a customer is highlighted in Green Any communication from a supplier is highlighted in Purple Any communication from me is highlighted in Red This allows easy viewing of notes within a Note. All emails to and from customers and suppliers are copied into the Note, with the newest information shown at the top. The original opening part of the Note includes any relevant details such as pricing information and always stays at the top along with a Tick Box at the bottom of that section and a line. Once the task is completed the 'Tick Box' will be ticked meaning the Note has been completed. The Note is then moved to the 'Diary - 2014 - Completed' Notebook. It becomes an easy way of dealing with tasks as I go through my day and I can easily see how many 'tasks' I have to complete by the quantity of 'Notes' in the Diary 'Notebook. What this method does for me is keep all of my tasks in one location and by keeping the date code (thanks again for the suggestion GrumpyMonkey) the Notes are in date order. My Notes go back to 2007 and if a customer calls about something I have done in that time a quick search can bring all the relevant information to hand. Here is a link to a typical and simple Diary Note https://www.evernote.com/shard/s124/sh/a23c2b03-f582-477c-afe0-df6151a7919b/1c46df5877d8c4d46377076ea7c18d35 Finally and more recently I did away with Maximizer when I found that the full version of Microsoft Office has a hidden gem in Outlook called Business Contact Manager - BCM. This allowed me to import 15,000+ customers into the database and it automatically linked every email. So when I create a quotation for a customer in Word, it is saved and goes into a folder on my computer. It is automatically saved to a Notebook in Evernote. When an order comes into the office, they will search by the quote number. This will bring up two Notes. One is the diary Note which gives all information on how the quote was created, details including buy and sell prices from suppliers. It will also bring up the Note with the quotation. They then write in the Note with the quotation the date the order comes in, the customer order number and our order number. What this means is that I can easily search when I am out and about to see if a specific order has come in. Forgive me if the above is a bit difficult to read, I have written and added to it on a few occasions. Perhaps I should write a new description and put it in the Business section. If you have any queries, just let me know. If you live near Wiltshire in the UK, I am happy to attempt a meet up to explain if that helps. Best regards Chris
  10. Good morning from the UK Omnizen, I don't think it is about a 'user base' being 'indifferent', but maybe being bored! This is old news and been done to death on the forums. We know that Evernote went through bad times as jbenson mentions. But we are beyond that and the changes of the head man, resignations and people being asked to leave is just part of typical growth of a company such as Evernote. Don't get overly concerned by these things, if you really want to look at the history of a lot of other companies and see a similar path. Best regards Chris
  11. Hi Lee, I am not aware of a 'simple' way other than logging out and in, but we shall see if anyone else knows a method. Regards Chris
  12. Hi Nancy, Many thanks for coming back. I wonder if that is a conscious decision by Evernote or it is too difficult to get it working? We Business users have always been told it is coming. It would make life much easier and allow us the same benefits of Tags that we get on the Personal Evernote. Not being able to have multiple Nested Notebooks is a problem, Nested Tags obviously a good solution. Regards Chris
  13. Hi War Eagle, I am running the Business software, but mostly on Windows, which is all I can access until Monday. I do have it on an iMac and MBP, but rarely use it. I have just added a Business tag in Windows and it worked fine. However, new Notebooks pop into the Personal side of Evernote when I have tried to create them in Business. I will then manually move them into the Business side of my Evernote. Not sure if that helps at this stage. Sadly for us Business users, we still cannot Stack tags, which would make our life so much easier, particularly when you have a lot of them. Regards Chris
  14. Hi Nancy, I take it, Nested Tags are still not sorted for the Business version of Evernote? Regards Chris
  15. Any news from Evernote on Nested Business Tags?
  16. This occasionally happens with one of my computers. I simply go File, Exit. It then syncs correctly and when open continues to sync as and when required. It will go on like this for weeks or months before it happens again. I just put it down to that specific computer. Bearing in mind we have three business licences and between us Evernote is installed and running on 5 x Windows computers, 2 x iMac's, 3 x Android phones and 4 x iPads. I think! Regards Chris
  17. I am also sad that Food has been removed, it was indeed a great app. Simply to remember those great locations and meals we had as we travelled. Some of you techie folks out there, must be able to create an add in for Evernote? Better that, than having yet another app on my phone, and computers. I wonder if the problem here is that Evernote, didn't ask it's customers if they wanted Food? If they did, I for one would love to see the results of that survey. If the percentages where low, then I guess there is nothing which can be done. At the end of the day it is all about numbers. Regards Chris
  18. Makes a lot of sense and bodes well for the future. Well done Chris.
  19. I use Checkboxes a lot. Checkboxes have been wonky since they were introduced. Should have been cleaned up long ago. Been using checkboxes since I started with Evernote and not had a problem. This is a new one for me. Regards Chris
  20. Having installed I have the following annoying bug. Running Windows 10 on a Surface Pro 3 with external monitor and Evernote on the SP3 When I create a Diary Note, I put a 'checkbox' then a line. But having created the 'checkbox' when I press enter, the cursor actually deletes the 'checkbox'! The only way round this is to scroll down to the next line. Unable to test on other Windows computers until Monday so don't know if this is related to the upgrade, but can confirm it was not there before. Regards Chris
  21. Evidently intended for a closed audience -- only the 1st page is viewable without an account. No problem for me, and I am not a member. The author made some interesting points. Same here, no problem looking at all three pages. Another enjoyable report, thanks for finding Cal.
  22. It interested me that he mentioned Slack in the write up. Never heard of it before, yet he mentioned it a few times. Just checked and it is a paid for service which does away with emails, I think! But Asana is already there and it is free! I wonder why he didn't mention that? Regards Chris
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