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How To Eliminate Piles of Business Cards from Networking Events

How To Eliminate Piles of Business Cards from Networking Events

Posted by Joshua Zerkel on 14 Jan 2014

Posted by Joshua Zerkel on 14 Jan 2014

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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.

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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.

Get Evernote Business.

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23 Comments RSS

  • Bob Archer

    So, is this basically replacing/replicating Hello?

  • Bob Archer

    So, is this basically replacing/replicating Hello?

    • Toby Roberts

      I’m with Bob on this, confused about where Hello and this fit. Can I use one with the other, will the cards be in the same place?

    • Joshua Zerkel

      Bob and Tony, we’ve added the core functionality of Evernote Hello directly into Evernote. If you enjoy some of the Evernote Hello-specific features that are not part of the new built-in Business Card Scanning, you can continue to use Evernote Hello alongside Evernote.

    • Joshua Zerkel

      Bob and Tony, we’ve added the core functionality of Evernote Hello directly into Evernote. If you enjoy some of the Evernote Hello-specific features that are not part of the new built-in Business Card Scanning, you can continue to use Evernote Hello alongside Evernote.

  • Andrew McCabe

    Too bad this is an iPhone-only feature.

  • Paul Johnson

    Will this functionality be coming to Android?

  • Herb

    I assume this feature is also coming to Android?

  • Herb

    I assume this feature is also coming to Android?

  • tone322

    Sooo, How about the Android users who may find this useful?

    • Joshua Zerkel

      tone322, Herb, Paul, and Andrew – for now, Business Card Scanning is an iOS-only feature, but we do hope to bring it to Android in the future – stay tuned. In the meantime, you can continue to use Evernote Hello on your Android device, which provides similar functionality in a dedicated app.

  • stuball

    This is a great idea, but there are a couple of issues: 1) there does not appear to be a way to import contacts from other sources; 2) linking to other notes does not seem to be supported in the contact “notes” field which to me wold create the value of having contacts within Evernote.

  • stuball

    This is a great idea, but there are a couple of issues: 1) there does not appear to be a way to import contacts from other sources; 2) linking to other notes does not seem to be supported in the contact “notes” field which to me wold create the value of having contacts within Evernote.

  • Joshua Zerkel

    Ryan, currently the only scanner that performs Business Card Scanning directly to Evernote is the ScanSnap Evernote Edition. You can still use your scanner to scan business cards directly to Evernote, but they won’t automatically pull in information from LinkedIn or be formatted as a contact note in Evernote.

    • Ryan Stenson

      Why would Evernote (a software company) bury that functionality into a hardware product? This only punishes (and insults) early adopters (and evangelizers) of both Evernote and Scansnap and requires us to buy another $500 scanner to get marginally more capability.

      • Joshua Zerkel

        Hi Ryan, if you previously had a ScanSnap, you can still use it to scan directly to Evernote as you previously did. If you need the additional functionality of autofiling of scanned business cards, documents, receipts, etc., or you want contact details from LinkedIn automatically added to your scanned business cards, those features are part of the ScanSnap Evernote Edition. You can also get some similar functionality with the Business Card Scanner in the iOS app – no additional hardware required.

  • Jan van Ottele

    iOS 7.0.4 on iPhone 4S: Evernote crashes persistently at the moment I take a photo with the business card photo feature…

  • norma benner

    …using Android/Evernote and currently scanning business cards into a business notebook (my solution for the lack of Evernote’s *love* for Android users), *if* a similar feature for Android is ever introduced, will the feature pull the information from those cards or will I have to “scan” the cards all over again? Also, I am a premium user since 2012 and continue to watch iphone features introduced as Android users wait for two features back to be introduced to them. I love my Android and I love Evernote, but the lack of love for Android users may have me searching for an Evernote replacement vs purchasing an iphone.

  • Leah Ferguson

    Agree with Bob and Tony on this… there seems to be some confusing overlap between this and Hello. Will these be integrated? Is Hello being phased out?

    Moreover, this seems like a half-step towards contact management integration. It updates by scraping data from my iOS Contacts… but what happens when I update a contact after scanning to Evernote? How do I add a line to the top portion of the generated Evernote note (i.e. new additional phone number, address etc.)

  • Patrick

    Couldn’t find the function on my Samsung Galaxy :(

    • Shane Phillips

      u can use built in optical reader on your galaxy. u can email the cards to your evernote or share on social networks

  • Liane Rozzell

    Is there a way to edit the contact once it’s in there? I found that Evernote did not include all of the info on the card. Once I clicked “done,” there did not seem to be a way to go back and add it. Also, I didn’t see a way to add it BEFORE clicking “done!” I can edit the NOTE, but not the contact info that Evernote put there.

  • Suzan

    When i use my Evernote ScanSnap scanner, it creates a note for each business card scanned, but that is all. There does not seem to be any recognition of the info… or pulling in of LinkedIn info that I’ve read about. Is this a feature coming soon?