Move it into your “Business Relationships” notebook. Change the note name from “Scanned Business card….” to the person’s first and last name.ģ. How awesome is that?Ĭheck out this quick tutorial to see how it’s done:Ģ. If your new acquaintance is on LinkedIn, it will even ask you if you want to connect. This will create a note in Evernote with a photo of business card, and will pull information from the card such as their phone number, email address, and business name. Pull out your smartphone, open the Evernote app, click “Picture,” choose the “Business Card” setting and take a quick snapshot of the person’s business card. With Evernote, you can do a few quick things that will not only help you remember more about the person you just met, but also take care of the business card buildup as well. What do you do next? Hope that you remember enough of your conversation later to send a personalized follow up? Put their business card in your wallet and then later take it out and put it on your desk with all of the other business cards you’ve collected? You meet someone at a meetup group and casually exchange business cards. Now you’re ready to get out there and start meeting people. Watch the video below to learn more about using Evernote as a CRM tool: You’ll have to figure this out for yourself, because it should be specific to you and your business. Then you can add another tag for their industry, or their position in the sales conversation, i.e. “Clients” “Referral Partners” “Collaborators” “Mentors,” etc. You can start with their potential relationship to you, i.e. Think of some tags you’d like to use to keep track of different people.

Create a new notebook to keep track of your contacts.Ģ. Set It Upīefore you use Evernote as a powerful relationship management tool, you’ll have to do a tiny bit of set up.ġ.

Why waste money on another Customer Relationship Management (CRM) tool when you can use Evernote at every step of the process, from meeting people for the first time, to keeping track of what you talk about over time, to following up? Wondering how? Read on. And it is incredible when it comes to building and keeping track of relationships with other professionals. Over the past few months, Evernote has become my BFF.

Evernote customer service manager