Evernote Tips: How To Build A Simple CRM System In Evernote

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  • Опубликовано: 18 окт 2024

Комментарии • 102

  • @EvernoteScott
    @EvernoteScott  3 года назад

    [NEWEST VIDEO] Don't Watch This Video Unless You Want To Crush RUclips!
    TITLE: "How To Use Evernote To Manage A RUclips Channel That Succeeds and Makes Money!"
    Click Here: ruclips.net/video/mHE7KVmYm8A/видео.html

  • @mridhu21
    @mridhu21 4 года назад +1

    I have tried Trello and Notion but came back to EN. I think this is one great idea for a solopreneur.

  • @rolleilittle
    @rolleilittle 10 лет назад +3

    I've must have seen every video available that teaches Evernote because the one thing that has had me confused, until I saw this Video, was the use of Tags. I now understand it.
    Many thanks.
    Rollei.

  • @MrJamesWMcGregor
    @MrJamesWMcGregor 10 лет назад +1

    I am discovering more and more how powerful evernote is, Thanks @Scott for sharing your knowledge and expertise. We decided to go paperless here and have settled on Evernote for that purpose. I do sales and support in my business and have been thinking for a while about how to ditch crm and helpdesk - your video has given me lots of ideas on how to achieve this, and also ways that I can tweak what I have started doing in evernote already. - Thanks!

    • @EvernoteScott
      @EvernoteScott  10 лет назад

      You are welcome James! I am so glad you are enjoying the videos! Don't forget to watch the sales prospecting video. It takes this entire concept to the next level!

  • @Tompa974
    @Tompa974 10 лет назад

    Hey Scott!
    I am a student and I find that the use of Evernote will collect everything in one place, be it course documents, specific lectures or notes that I can take on the fly. You making these vidoes lets me visualize how I could use Evernote much, much easier than me trying to figure it out by myself. Also, the Daily Fill video was great, and something that I'll try to make a routine out of.
    Thank you for taking your time to make those videos! You have a great day!

    • @EvernoteScott
      @EvernoteScott  10 лет назад

      Hi Tomas! I am so glad you are getting so much out of the videos!

  • @BethanyPickHer
    @BethanyPickHer 10 лет назад +2

    You are just awesome. Thanks for doing these and please keep doing them. You are very helpful. I almost got rid of Evernote and decided, after watching you, that I will buy the premium package. Evernote should give you affiliate sales - if they do, I will go through your link.

    • @EvernoteScott
      @EvernoteScott  10 лет назад

      Thank you so much Matti! I am so glad you enjoy these videos! I have a lot more exciting things in the works for this channel in 2014! I am working on this!

    • @BethanyPickHer
      @BethanyPickHer 10 лет назад +1

      Good! Your organizations skills are impressive

    • @EvernoteScott
      @EvernoteScott  10 лет назад

      Matti Vann Thank you! :)

  • @LoganWeilerIII
    @LoganWeilerIII 10 лет назад

    Clever, resourceful, and a life changer. Thank you for sharing.

    • @EvernoteScott
      @EvernoteScott  10 лет назад

      You are welcome Logan! Thank you for your comment!

  • @josephrobertson2874
    @josephrobertson2874 10 лет назад

    Great video, was just about to purchase a cloud based CRM, definitely saved me some money. The lesson was just enough to convince me otherwise.

    • @EvernoteScott
      @EvernoteScott  10 лет назад

      Awesome Joseph! How is this working out for you so far? I'd love an update! Feel free to drop me a line at evernotescott [at] gmail [dot] com

  • @EvernoteScott
    @EvernoteScott  11 лет назад

    Totally understand! This setup definitely is for a specific purpose. It doesn't "cover all the bases...but does a pretty darn good job with it being fee!" :)

  • @aruninnah
    @aruninnah 8 лет назад

    Love Evernote and your videos have helped me to take it a step further ! thank you.

  • @shantanupethe
    @shantanupethe 10 лет назад

    Hi, Good informative Video.... Thanks.
    But just one thing i want to know is "Difference between 'Notebook' & 'Notebook Stack'" Which one i should prefer?

    • @EvernoteScott
      @EvernoteScott  10 лет назад

      Notebook is a single notebook. The Notebook Stack is a "Stack" of notebooks.
      Please let me know if that isn't clear.

  • @WolfSurvivalUK
    @WolfSurvivalUK 10 лет назад +1

    Thank you Scott! I will be using this solution for start up business customers. I will of course point them to your channel as well but this si something I can use to introduce myself to them as a start up business advisor.

    • @EvernoteScott
      @EvernoteScott  10 лет назад

      WolfSurvivalUK Awesome! You are welcome! I'm glad I could be of service to you.

  • @EvernoteScott
    @EvernoteScott  11 лет назад

    Thank you for the piece of feedback Peter! I appreciate it!

  • @etishree1
    @etishree1 10 лет назад

    hey its a magical app which has really reinvented my life....thnx aton SCOTT

    • @EvernoteScott
      @EvernoteScott  10 лет назад

      Eti shree You are welcome! :-) My pleasure!

  • @techielabteacher
    @techielabteacher 4 года назад

    2nd watch after years. Still useful because I am doing an training on Evernote while knowing updates.

  • @rpmintpartnersinternationa4745
    @rpmintpartnersinternationa4745 8 лет назад

    Thanks so much for posting these great vids "Scott" great concepts and tips! Very helpful.

  • @StephanieDavis
    @StephanieDavis 10 лет назад +3

    My 2014 resolution is to use Evernote more effectively! The crm functionality nails it for me.

    • @EvernoteScott
      @EvernoteScott  10 лет назад

      Awesome Stephanie! So glad this helps you a lot!

    • @StephanieDavis
      @StephanieDavis 10 лет назад

      I'm the director of advertising for a small newspaper. I'm really interested in using Evernote for CRM purposes.

    • @EvernoteScott
      @EvernoteScott  10 лет назад

      Stephanie Davis That is awesome!

  • @sisiwhite3364
    @sisiwhite3364 10 лет назад

    Excellent and informative -- a friend is starting a business and is looking to use Evernotes as the way to keep all the business records. Is the system still growing or is pretty stable?

    • @EvernoteScott
      @EvernoteScott  10 лет назад

      Sisi - still growing! It is getting updated on a consistent basis!

  • @richardcosta539
    @richardcosta539 2 года назад

    Great info, even 9 years after publishing

  • @TinaLRoman
    @TinaLRoman 10 лет назад +1

    love the idea of the simple CRM!! Thank you!!

  • @HelloMiMi888
    @HelloMiMi888 11 лет назад

    Nice video Scott. I was wondering what the PEEPS is for?

  • @rafalpotasz
    @rafalpotasz 11 лет назад

    Thanks for another interesting video. You're the reason why I use evernote, so well done! Not easily persuaded.
    I will give you some feedback on the last few videos in a message when i have something of use to say. Thanks again, keep it up.

  • @Darignobullseye
    @Darignobullseye 8 лет назад

    Thank you. Great Suggestions how to use what I already have to be more productive and organized work flow.

  • @denconstutube
    @denconstutube 11 лет назад

    Excellent video. Very valuable.

  • @fabricef6825
    @fabricef6825 6 лет назад

    Awesome system! How do you plan follow-up tasks in the future?

  • @olajideparis
    @olajideparis 6 лет назад

    Great video Scott, thanks for this.

  • @melvinhughes9988
    @melvinhughes9988 11 лет назад

    Here again, perhaps this should be one of your first videos. Explains the reasons why I would want to use it very well.
    One concern...I deleted Evernote after having it for about a year because I didn't understand the "sync" feature. I found that my Evernote history had recorded my login information. So I panicked, erased the history and deleted Evernote. Still unsure about the "sync" feature.

    • @EvernoteScott
      @EvernoteScott  11 лет назад

      I am not sure exactly what you mean. Could you give me more specifics.

  • @BMReder-ox3jq
    @BMReder-ox3jq 4 года назад

    Just purchased evernote and trying to learn about evernote. regarding business card . I took picture of business card is there a way to connect with outlook to send emails to a group? Do you have a video for that?

  • @TheJolo427
    @TheJolo427 8 лет назад +1

    Thanks for these videos!! I am a mortgage professional dealing with hundred of clients per week from all different referral sources. Some are from realtor groups, individual realtors, some are online referrals through a squeeze page, some are just random from google searches. How would you suggest these using notebooks? I also have short to long drawn out conversations with each client that can span from weeks to months or even years.

    • @EvernoteScott
      @EvernoteScott  8 лет назад

      +TheJolo427 Send me an email and let's get on the phone! I absolutely know there is a way for me to help you create something to help you optimize your setup and workflow! evernotescott [at] gmail [dot] com !

  • @aleksrojko8877
    @aleksrojko8877 10 лет назад

    Hi there.
    Thanks for a splendid video.
    Would be good to have a folder for each company and stack it - the problem is that if you want to share it with your peers (evernote business) you can not do so with stacked notebooks.
    Looks like you will end up with creating notes with company name in the topic as then you will be able to share it with other users if required.
    Unless you have a different idea.
    Take care

    • @EvernoteScott
      @EvernoteScott  10 лет назад

      You are welcome Aleks! I agree...the inability to share stacked notebooks is frustrating. It seems like you are thinking on the correct path!

  • @Switchrunner23
    @Switchrunner23 11 лет назад

    Thanks for the vid. I am using Base crm I don't think I can replace it with evernote. I do pressure washing, landscape design, and pruning in the Seattle area. I like the tags but I would need a way to mass email all my pressure customers.

  • @mattmarkus4868
    @mattmarkus4868 10 лет назад

    Hi, thanks for your videos. I'm trying to figure out if it makes more sense to have a folder for each customer in a business, or to have a tag for each customer and not worry about creating folders? So more folders/fewer tags; fewer tags/more folders. Do you have any advice on which way is better? Part of me thinks it's a good idea to get away from hierarchal systems, and use tags instead. Basically to just dump everything into one related folder (say your company name) and then wherever you would normally want to create a folder, just create a tag and assign the note accordingly. Which way do you think works best? I just started using evernote and I'm trying to figure out how to set up my business the best way. Should I copy the folder style of my Windows machine or just use tags, or some combination? Thanks!

    • @EvernoteScott
      @EvernoteScott  10 лет назад

      The best answer is "It Depends."
      At the end of the day, you will be using the system. You have to think about how you plan on using it for you, so that it works best for what you need it to do. Depending on how your brain works and thinks, will depend on how you set it up.
      There is no right or wrong way to do it. The videos I have on the channel are a guide to get you thinking about setting it up in a way that is best for you.
      Let me know what you think!

  • @clcevents9868
    @clcevents9868 8 лет назад +1

    Thank you so much for all your videos - brilliant - some help please - when o scan business cards into Evernote is there any way their contact details can be saved into excel spreadsheets automatically so you can then use then to email out in groups and transport this out of Evernote? Thanks so much 📇

    • @EvernoteScott
      @EvernoteScott  8 лет назад

      +CLC Events You are welcome for the videos! Unfortunately I don't believe that is possible right now at this moment. What is it that you are trying to accomplish?

  • @IrinaKrylova
    @IrinaKrylova 11 лет назад

    Thank you, I was looking for such video.

  • @RobinHartHypnosis
    @RobinHartHypnosis 5 лет назад

    What about getting reminders of clients birthdays or to-do follow up client call reminders? How do you search for client by date?

  • @mikeweatherford345
    @mikeweatherford345 11 лет назад

    Great Video, Any way to add emails and photos to this

  • @LiamKentOfficial
    @LiamKentOfficial 5 лет назад

    Hey man, how would you organize for a recruitment company with clients and candidate on a large scale talking to 30 clients a day and 50 candidates a day. ?

  • @thatsalih
    @thatsalih 9 лет назад +1

    Amazing stuff!!! thanks Scott!

  • @adambland1110
    @adambland1110 8 лет назад +1

    I like the idea of tracking contact with prospects/clients/associates, etc., but I would not recommend putting action items in the notes unless it is for retrospective review or linking them with specific points in the relationship.
    I would instead create a separate note for the action item so that you can manage your immediate workflow more efficiently (all action items in one place) and then tag it. If there is a way to link notes to other notes, this would be a great opportunity to use that feature.

    • @EvernoteScott
      @EvernoteScott  7 лет назад

      The beauty of Evernote is that you can make it what you want because it is a blank slate!

  • @Listedbyvalerie
    @Listedbyvalerie 8 лет назад +1

    Miss your stuff!

    • @EvernoteScott
      @EvernoteScott  8 лет назад

      +RE/MAX Preferred Properties: Valerie McEvoy More will be coming soon! Stay tuned! :-)

  • @GreasesSpartanQuarters
    @GreasesSpartanQuarters 10 лет назад +1

    Thanks for sharing. I'm using the Secret Weapon (GTD+EN) method and it seems natural for me to extend EN as a CRM. I need to capture meeting and call notes from customer interactions but I also have some email history that I want to be able to reference. Have you already covered an approach to this in another video?

    • @EvernoteScott
      @EvernoteScott  10 лет назад

      Hi Greg - I have touched on those yes...but haven't gone really deep into them. Check out all the videos, and if you still have questions, you can always just drop me a line!

  • @ImSEOKing
    @ImSEOKing 10 лет назад +1

    This is simply amazing... :)

    • @EvernoteScott
      @EvernoteScott  10 лет назад

      Eugene Macarius Tan I am so glad you found this video to be valuable Eugene!

  • @pgailey
    @pgailey 11 лет назад

    Scott yet again, great content. I suggestion. Best to not mix content like you did In this video. One topic per video. In the end it will make for better indexing. Regards,

  • @EvernoteScott
    @EvernoteScott  11 лет назад

    So glad you loved the video denconstutube!

  • @EvernoteScott
    @EvernoteScott  11 лет назад

    Hello Mike! I am not sure I understand your question 100%. Could you please explain! Thanks! Be sure to check out the newest video I just posted!

  • @EvernoteScott
    @EvernoteScott  11 лет назад

    I am so happy to hear that Raz! You are welcome! Stay tuned! I just uploaded a new video that is similar to this one! Check it out!

  • @RussellNcore
    @RussellNcore 8 лет назад

    can i use this system to co ordinate with a calendar in an automated way for follow up calls

  • @DustyStaggs
    @DustyStaggs 9 лет назад +1

    How would you set this up for a Real Estate business?

    • @EvernoteScott
      @EvernoteScott  9 лет назад

      Dusty Staggs Hi Dusty! Great question! What type of real estate business? As a realtor, or as an investor?

    • @JenniferPurzycki
      @JenniferPurzycki 9 лет назад +1

      +Evernote Scott residential real estate for me

  • @oscrm1760
    @oscrm1760 8 лет назад +1

    I have a small moving company evernote may help me at run my business . Clients prospect supplier leads etc follow up the clients etc

  • @Fixer321
    @Fixer321 11 лет назад

    How can I use this in my auto repair business

  • @greitzjr
    @greitzjr 10 лет назад

    Thank you Scott; very helpful. You had mentioned viewing a vlog of yours, "brain.notebook" (?). I was not able to locate it. Would you please post a link?
    Thanks.

    • @EvernoteScott
      @EvernoteScott  10 лет назад

      Here is the link to the braindump notebook explanation!
      Evernote Tips: How To Manage The Creation of New Ideas You Get Throughout Your Life Using Evernote

    • @greitzjr
      @greitzjr 10 лет назад

      Evernote Scott
      Thank you Scott.
      Have you ever thought of making making your vlog with showing yourself creating it rather than just showing the contents page view. (If that makes sense) I watch Steve Dotto for Dottotech quite a bit. You may want to check him out. His vlogs switch back and forth to showing him and also whatever the application he is doing. Just a thought. And thanks again I enjoy view your stuff!

  • @DustyStaggs
    @DustyStaggs 9 лет назад +1

    Hey Scott as a realtor

    • @EvernoteScott
      @EvernoteScott  9 лет назад

      Dusty Staggs Thanks for the clarity on this! Stay tuned!

  • @theroncon
    @theroncon 10 лет назад +1

    I hate you. Overwhelming at first but I think I'll get it but you make it look so easy. I'm needing a database and this is close to what I need so far and we'll see. I will be checking out all of your vids regarding evernote. But I still hate you and I challenge you to set a VCR clock since this is the tech I'm use too. Thanks again dude.

    • @EvernoteScott
      @EvernoteScott  10 лет назад

      Thanks for your comment, and for your feedback. Have you seen this video as well where I show people how to put together a sales prospecting system together using Evernote?Evernote Tips: How To Create A Sales Prospecting System Using Evernote

    • @theroncon
      @theroncon 10 лет назад

      Evernote Scott One question please. When creating a database type note is it possible to create fields? And I'll send you a free vcr if you answer.

    • @EvernoteScott
      @EvernoteScott  10 лет назад

      theroncon Unfortunately no you can't create fields. What are you trying to accomplish exactly?

  • @leighaskin1653
    @leighaskin1653 7 лет назад

    Is it possible to import emails into the notebook

    • @EvernoteScott
      @EvernoteScott  7 лет назад

      Yes....Watch this video...It is one of the features that I cover...ruclips.net/video/Ce2_gWZHBIs/видео.html

  • @EvernoteScott
    @EvernoteScott  11 лет назад

    You are welcome! Stay tuned! I just uploaded a new video that is similar to this one! Check it out!

  • @EvernoteScott
    @EvernoteScott  11 лет назад

    Send me an email to evernotescott [at] gmail [dot] com and explain your situation further...I will make a future video to help you with this!

  • @EvernoteScott
    @EvernoteScott  11 лет назад

    MiMi PEEPS stands for "People." I hope you are having a great day! Be sure to check out the newest video I just posted, and also sign up to receive new video updates by going to the website .... scottbradley (dot) name (slash) evernotetips

  • @jerryh1937
    @jerryh1937 7 лет назад

    Good video. Please remove the computer sound (the keyboard noixe) and recommend not to use the address "guys" as it is condescending. Sorry for the negative comments, but I beleive the comments will help your tutorials.

    • @EvernoteScott
      @EvernoteScott  7 лет назад

      I appreciate your feedback Jeralo! Thank you for leaving your comments!

  • @SoftwareJudge
    @SoftwareJudge 7 лет назад

    Sorry, but no. When have have so many great totally free CRM systems out there (Bitrix24, Hubspot), why even entertain the idea?

    • @EvernoteScott
      @EvernoteScott  7 лет назад

      It's all based on what works best for you! That is the beauty of this app!

  • @jerryh1937
    @jerryh1937 7 лет назад

    I appreciate your videos, but I have a few suggestions:
    1. Please do not turn on the key stroke sound; it is very annoying
    2. Limit your video to one topic: You spend 7 min referring to info left out from a previous video. I selected this CRM video because I wanted that topic only, but I have no way of knowing when you are going to start with the CRM. I have noted this problem with other videos of yours that I have watched.