Two Great Platforms Together Makes Work Easier: Salesforce and Evernote
I live in Salesforce. Literally.
Okay, not literally, but practically. Our company’s platform for service and, increasingly for sales, has been Salesforce.com. Quite literally if we didn’t have Salesforce I cannot imagine how we would be able to do the things we do. It is an amazing and extensible platform that has been a game changer for us.
But if I live in Salesforce, my brain is Evernote. I trust most everything to Evernote. Thoughts, ideas, notes from meetings, web pages I don’t want to lose, code I am working on, itineraries, schedules. Just about everything makes it to Evernote.
So, several months ago, when they announced Evernote for Business, I took note of it, but didn’t see an immediate use case for it in our company. The Karis Group is completely committed to using cloud based services to provide our clients with an incredible customer experience, so we are always looking for ways to improve what we do.
Then Evernote and Salesforce got together and result was, well, just what we needed. With an AppExchange app, we were able to integrate Evernote for Business right in the middle of our Salesforce records. We have not been disappointed.Predictable Revenue: Turn Your Business Into A Sales Machine With The $100 Million Best Practices Of Salesforce.com
The Evernote search algorithm is best in class, and they have leveraged that algorithm in excellent fashion within Evernote Premium and Evernote for Business, namely by suggesting related notes. In Salesforce, this allows your team (large or small), to have relevant notes about a client or vendor suggested to you in the context of your Salesforce record.
Now, I cannot take credit for integrating our Salesforce instance and Evernote for Business at Karis. That belongs to Ryan Yep.
If you are looking for ways you can create new business synergies, why not check out Evernote for Business and Salesforce.com. You won’t be disappointed.