Hello SOTGC community,
Have you heard of Evernote? It’s hard to tell you what it is in one sentence. It’s a note-taking application, you can use it to create to-do lists, you can use it to organize files into notebooks, you can use it to scan documents and make them searchable, you can use it to “clip” and save webpages, etc. The list goes on and on….
There are tons on articles on how to use Evernote for productivity. There are even Evernote “ambassadors” who hold seminars on how to use it for your business.
So I’ll jump in with my two cents. One of the most useful features of Evernote is the way that you can use it to keep related items in one place. So if your business involves working with clients, and you’d like a new way to manage those clients, you can use Evernote to keep your client information in one place and to write yourself memos, checklists, and reminders about that client.
Here is how I use Evernote to organize my clients:
- For each new client, I create a new notebook.
- In that notebook, I create a note about that client. Into that note goes information about him or her – thoughts, ideas, details about working sessions, etc.
A note of caution: Keep in mind that Evernote is a cloud application. Anything on the Internet is only as secure as your password, so be sure to use strong passwords and to update them regularly.
- As I work with a client, I update notes or add new notes. If I’ve created any documentation, then I can add it to the note as an attachment.
- My email correspondence also goes into the notebook:
When you sign up for an Evernote account, you get an associated email address (something like username.XXX@m.evernote.com). This means that you can cc: your Evernote account on your client email correspondence, or you can forward the email later. If you add “@<notebook name>” to the email subject line, then Evernote will even put the email into the specified notebook.
So, sounds cool, huh? You can have all of your client information – notes, file, emails ‑ in one place! Wait, it gets better – Evernote has a great search function and is continuing to improve it. You can search within your notes and emails and, if you are a Premium user, then you can search within documents as well.
You can search on keywords or tags, of course, but Evernote supports more advanced search as well.
- You can search by date – use the format “created:day-x” or “updated:day-x”.
For example, if you want to search for all notes that you created about infant formula in the last month, enter the following in the search bar: “infant formula” created:day-30.
- If you want to see the notes that you created using your smartphone, enter the following in the search bar: source:mobile.*.
- If you want to see just the webpages that you’ve clipped using the Evernote Web Clipper, enter source:web.clip.
Evernote is just one tool for client management, but it’s an increasingly popular one and it continues to evolve.
Was this post helpful in creating that enhanced efficiency we all love…and need? If so please Tweet, Pin or share this on LinkedIn to help others become more efficient as well.