If you’re in sales, Salesforce makes it easy for you to manage your customer relationships and follow-up on opportunities. Evernote Business lets you capture and share the information you and your team need in order to do your best work. Starting today, you’re able to combine the two using Evernote Business for Salesforce. With it, you’ll deepen your understanding of leads and act on opportunities in brand new ways.
In sales, the more you know about an opportunity, the easier it is to close. We’ve designed Evernote Business for Salesforce to make it easy for you to discover, share and capture important information about your customers and deals, with the tools you already use every day.
Using Evernote Business for Salesforce, you can capture all the rich information that you need to fully understand a contact. Record meetings using Evernote’s built-in audio recording feature, take photos of whiteboards, scan in documents, and more, and everything becomes searchable in Evernote. Once you’ve collected information about your leads and contacts, you can then connect any relevant Evernote notes to a Salesforce record by linking them together with a single click.
At client meetings, you can access and add to all your notes within Evernote, even when you’re offline. If you’ve previously linked them to Salesforce, any updates you’ve made will automatically appear the next time you log into Salesforce.
Evernote Business for Salesforce lets you leverage the work of your colleagues and avoid doing research that someone else has already completed. Evernote Business is a great spot for shared resources from your company, making it easy to take advantage of the knowledge of your marketing team, customer support representatives and company executives. Notes your team members have linked about a contact or opportunity and have shared with your business automatically appear as Related Notes. Scanned business cards, contracts, and other relevant documents can show up in a contact record, even if you’re not the person who originally captured them.
For sales managers
Salesforce helps your team stay on track with leads and opportunities and lets you stay on top of activity within the accounts your team is working on. Combined with the rich data that your team can collect in Evernote, you’ll get a more complete view into your company’s prospects and accounts than ever before. As you review a record, you’ll automatically see the Evernote notes that your team members have shared and linked, along with other shared Related Notes that may be relevant to that record.
It’s easy for you to stay updated — when your team collects information about opportunities in Evernote, you’ll automatically see their updates in your Chatter feed.
Salesforce is an undisputed leader in cloud computing, and the entire team at Evernote has learned a lot from our collaboration. We know Evernote Business for Salesforce will help you learn more about your leads so you can save time, streamline communication, and sell more effectively.
Get Evernote Business, or watch a video about Evernote for Salesforce, and attend a live webinar on October 10th or October 15th.