Before we review how to use Evernote in your business, what is Evernote?
Evernote is like an electronic binder system that allows you to store, share and find everything you need for your business and your life! Sound too good to be true?
Before I go into the business applications, storing information in a cloud-based system like Evernote allows you to access what you need from anywhere. Imagine shopping for gifts and knowing everyone’s preferences and sizes? Imagine being able access warranty information from something you purchased years ago with the push of a button? Imagine being able to store your children’s report cards and photos of their art projects digitally so that you don’t have boxes accumulating in the attic?
Yes, all of this is possible when you store information in a cloud-based system such as Evernote. New to Evernote? CLICK HERE to set up a free account.
So how can you use Evernote in your business?
1. Templates & Checklists
Is there a certain task that requires gathering the same information for a number or clients or projects? Having these templates in Evernote reduces the need for printing multiple copies that you fill in by hand. Simply duplicate the template and fill in the blanks electronically which you can update from any device.
2. Scan and Organize Receipts, Bills and Statements
Take photos of receipts, scan in bills or have statements automatically loaded into your Evernote account with File This. Paperwork won’t pile up if you do these three things consistently… SORT, SCAN, SHRED.
3. Scan Business Cards and Create a Contact Log That’s Always Accessible
Have a stack of business card contacts that you need to follow up with? Use the Evernote app to scan business cards and it will automatically fill in the contact information, connect to their LinkedIn account and create a note where you can enter any information you choose about that client or customers. Access and update this information from anywhere with the Evernote app. CLICK HERE to learn how.
4. Share Information About You, Your Services or a Special Event
Want to share information or an attachment easily on social media or via text? Add or attach all of your information to an Evernote “note” and share the information as a link. Each time they click on the link, they see the most up-to-date version. No need to send out multiple emails when information changes. This is ideal for team calendars or resources that are updated frequently.
5. Collaborate with Co-Workers and Team Members
Evernote allows you to set up various “permissions” when you want to collaborate with others. You can share notes and notebooks for others to view or view and edit. And with Evernote’s built in messenger feature, “Work Chat”, you can communicate without filling up your Inbox.
6. Use the Web Clipper to Gather and Save Information from the Web
This is so much more than a bookmark. The Web Clipper allows you to save articles, PDF’s, screenshots, URL’s and more directly to your Evernote notebooks with a click.
Don't miss out on opportunities from disorganization. Be more effective and efficient with tools like Evernote.
How do you use Evernote in your business?