ECC Work Smarter with Evernote - David Martinez Calduch de Soluciona Facil
0 likes79 views
The document discusses how Evernote can help users and teams work smarter. It provides examples of using Evernote to manage notes, projects, finances, research, and tasks across computers, phones and tablets. Specific uses highlighted include keeping track of contacts, collaborating on projects, organizing expenses, clipping web pages during research, and assisting real estate teams in educating clients and organizing property details. The document encourages readers to get started with Evernote by signing up, downloading the app, and choosing a project to organize.
ECC Work Smarter with Evernote - David Martinez Calduch de Soluciona Facil
- 1. David Martinez Calduch Consultor en SolucionaFacil.es Work Smarter with Evernote
- 2. Email You Calendar Tasks Web Documents Images Research Ideas Notes Agendas Computer Smartphone Tablet Projects Feedback Meetings More Meetings Personal There’s a lot to manage Lists Photos
- 3. Evernote is the modern workspace
- 4. Over 150 million users
- 5. 70%use Evernote for work
- 6. WORK SMARTER WITH EVERNOTE Evernote in action
- 7. WORK SMARTER WITH EVERNOTE Keep track of people you meet
- 8. Capture business cards Scan unlimited business cards with Evernote Premium and Evernote Business
- 9. Tag with important info Location Interests Stage
- 10. Tag with important info Location Interests Stage
- 11. Add key details Where you met them Notes after calls Progress on projects Updates after sessions
- 12. Add key details Where you met them Notes after calls Progress on projects Updates after sessions
- 13. Attach documents Contracts and agreements Photos of projects Important client documents
- 14. Forward email conversations Attachments get included, too Forward key conversations only— don’t replicate your inbox!
- 15. Change your tags over time Remove unnecessary tags Apply relevant tags, for example: • Prospect to Client • Client to Archive
- 16. Change your tags over time Remove unnecessary tags Apply relevant tags, for example: • Prospect to Client • Client to Archive
- 17. WORK SMARTER WITH EVERNOTE Collaborate on projects
- 18. Create notebooks for projects
- 19. Create notebooks for projects
- 20. Share and collaborate Clients/customers Vendors Partners Inviter controls access (and can revoke it)
- 21. Write detailed project plans Checklists Timelines Key documents
- 22. Collect important content Post-it® Notes with ideas Web clips Hand-drawn notes Key contracts and docs
- 23. Gather all the details PDFs with plans Capture images Attach documents
- 24. Present plans and ideas
- 25. Record progress Use photos, audio, checklists, and more Keep everyone in the loop without email See updates in your Activity Stream
- 26. Stay updated on the go
- 27. WORK SMARTER WITH EVERNOTE Manage expenses and financial records
- 28. Create a notebook to store financial info You may want to do this by year
- 29. Create a notebook to store financial info You may want to do this by year
- 30. Capture receipts Capture on phone, tablet, or ScanSnap Evernote Edition All details become searchable
- 33. Keep track of expenses with tags Approved Declined Reimbursed
- 34. Keep track of expenses with tags Approved Declined Reimbursed
- 35. Add bills and statements Forward from email Drag from desktop Take photos on mobile
- 36. Match categories to your expense management program Everything is searchable—even handwritten text on receipts Tag by category
- 37. Tag by category Match categories to your expense management program Everything is searchable—even handwritten text on receipts
- 38. Everything’s organized in Evernote
- 39. WORK SMARTER WITH EVERNOTE Research on the web
- 40. Capture web pages Clip a full page Capture an article Take a screenshot
- 41. Capture web pages Clip a full page Capture an article Take a screenshot
- 42. Add your own notes Point out key discussion topics Highlight questions
- 43. Add your own notes Point out key discussion topics Highlight questions
- 44. Continue annotating on the go
- 45. WORK SMARTER WITH EVERNOTE Evernote in action: Real estate
- 46. Evernote in action for a real estate team Nicole, Agent Alex, ClientRenee, Associate
- 47. Educate buyers and sellers
- 48. Tell buyers and sellers about you
- 49. Create notes for FAQs
- 50. Capture clips from the web
- 51. Collect everything in one spot
- 52. Share what you’ve collected - without email
- 53. Work together with clients
- 54. Clip properties they may be interested in
- 55. Let them comment on properties
- 56. Attach PDFs of floor plans
- 57. Capture notes from meetings and at walkthroughs
- 58. They can add their own notes, clips, and ideas
- 59. Everything for each client is organized
- 61. Create checklists for key steps
- 62. Store docs like disclosures and inspections
- 63. WORK SMARTER WITH EVERNOTE How has Evernote helped?
- 64. Evernote has helped… • Educate buyers and sellers • Centralize details about prospects • Enhance collaboration with clients and team members • Organize all the details
- 65. WORK SMARTER WITH EVERNOTE Get started
- 66. Start improving your productivity Sign up for Evernote Download Evernote on your and your team’s devices Choose a project to start with Invite your team members, vendors, or clients to the project notebook Get started with the signup link I’ll send you
- 67. WORK SMARTER WITH EVERNOTE Q&A
- 68. Thank you