Whether you’re meeting potential customers and partners at networking events or connecting over dinner, you probably find yourself inundated with business cards. Rather than collecting cards and having them end up buried in a drawer, Business Card Scanning in Evernote for iOS lets you capture contact info immediately and makes it easy for you and your team to follow up. Here’s how.
Collect the details. As you meet a person and they hand you their business card, open Evernote on your smartphone and snap a photo with the Business Card Camera. You’ll get a contact note with a snapshot of the card, along with details about the contact that Evernote has recognized and made editable and searchable. Additionally, Evernote will pull in additional details from LinkedIn, like their photo, and the location where you captured their card – giving you additional context for the next time you connect with the person. After you’ve captured a person’s business card, a single click in Evernote on your phone sends your contact details to them.
Organize and share. Create a Business Notebook for your contact notes, and share it with team members who may want to follow-up with the people you’ve met. To further organize your contact notes, use tags. For instance, create a tag for a particular event, and apply that tag to everyone you met there. You and your team can then easily pull up all the people from that event just by searching for that tag.
Take action. To make sure you follow up In a timely manner, add Reminders to contact notes. If you have people you met at an event a few nights ago, set a Reminder to email or call them at the end of the week. You’ll receive an email letting you know that it’s time to follow-up, and you’ll also see a pop-up note when you’re working inside Evernote.
Evernote Business is a great place to collect and share information about your contacts. If you need more detailed reporting and analysis on the people you meet, check out Evernote Business for Salesforce.
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