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Showing results for tags 'crm'.
Found 4 results
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You can do so much more with evernote. You can build a complete CRM and that is what we did. Yet, the problem ist that you write text and text about one issue and this section of your note gets longer and longer. Jumping to the next section of the note is difficult. How awesome would it be to put the long text block into one table THAT I CAN SCROLL UP AND DOWN, so I can skip the table easily when scolling the note OR I can dive deeper into the cal protocol. I already can scroll LEFT to RIGHT, so UP and DOWN must be possible too. Do you also wish for it?
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I am tired of the incessant "verify your email" notifications and emails every couple days or so. The verification should only be sent out when Evernote suspects any suspicious activity on my account. Otherwise, this is intrusive, and if it doesn't stop, I'll have no other option but to block all communications from Evernote. -
Clipping Map or Contact Data into Evernote
R Vilgalys posted a topic in Evernote General Discussions
Hello, I run a business that involves *lots* of mobile in-person sales (we're a distillery, we sell booze to lots of restaurants and liquor stores). I've got Evernote set up for a bare-bones CRM so I can tag leads and customers by city and status (sampled, follow ups, blah, blah, blah). What I'm wondering is if there's a decent integration or workflow that anyone has for moving info from Google Maps / Apple Maps / vCards into Evernote notes -- basically so I can quickly clip a bunch of cocktail bars in a given area. The Evernote Web Clipper on Google Maps mysteriously leaves out the Phone Number, so it's not that useful. Apple Maps is great for this because you can create a contact from any location, but besides Apple's Contacts app just chunking the literal vCard file into Evernote it doesn't really integrate. The 'share' contextual from Apple Maps also doesn't show Evernote as one of the options. Anyone know a good way to do this? Thanks! -
Good morning fellow Evernote users, I was wondering does anyone use Evernote as their lead tracking and follow-up system. A very light CRM? Recently I have been looking at different cloud type CRM systems, Salesforce, Infusionsoft, ACT....etc the list goes on and on. I was wondering 1) Have you tried to use Evernote as a CRM for lead tracking and follow-ups? If so what is your workflow 2) If you don't, what system do you personally use. I know Evernote has partnered up with Salesforce, but I would like to hear what you use. I look forward to learning from you.
