Your meeting went great and you took all sorts of important notes. Your client can’t wait to purchase your product, and even gave you a dollar amount and a follow-up date. But how much did they say? And was that next Tuesday or Wednesday? It’s in Evernote, but now you need to copy all that information into Salesforce. Now with Evernote Business for Salesforce, all your team’s notes are just a click away!
See notes your team members have linked about a contact or an opportunity and have shared with your business through Related Notes
Collect information on leads and contacts and then connect any relevant Evernote notes to a Salesforce record by linking them together with a single click
Access and add to all your notes within Evernote at client meetings, even when you’re offline
Leverage the work of your colleagues and avoid doing research others have already completed
Read more about it here and check out the app today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.