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August 21st, 2014

evernote 100In this six-part series on Evernote, we’ve discussed the broad uses of this organizational tool, and how—now—there’s no excuse for wasting precious work time hunting down lost files or wading through disorganized materials. Let Evernote act as your personal assistant—making you look like you’re two steps ahead of the game as you instantly pull up memos, documents, email threads, web clippings, or business contact info—even personal anecdotes regarding sales leads or team members! Never scramble or stall for time again.

In a meeting, have you ever been called upon to provide unexpected information? Did you feel the pressure of all eyes on you as you desperately sifted through papers, scrolled through emails, and searched through documents or files? The following business apps will make your work flow . . . actually FLOW!

  • UberConference – a better, more connected form of free conference calls, UberConference is a visual phone conferencing service that lets you not only see the participants, but also share Evernote notes during the calls.
  • Smartsheet – an app that seamlessly joins spreadsheets to Evernote, offering all the convenience and informational power of both, plus task lists, file sharing, work automation, and an archive for thoughts and ideas.
  • Evernote Business for Salesforce – designed specifically for sales teams and working in conjunction with Salesforce software packages, Evernote Business for Salesforce brings Evernote’s information capture and sharing, and allows those notes to be entered directly into the Salesforce program.
  • Hello – this app keeps track of relevant information and anecdotes regarding business contacts. The app uploads business cards, connects with social media profiles, and keeps track of any information that will help you make conversations and meetings run more smoothly, socially!
  • Smart Stickers – if you need to scan and sort large amounts of documents, pages, or images, Smart Stickers can help. Select a color for a particular notebook, temporarily stick the colored “Smart Sticker” onto any page that you scan, and Evernote will automatically add the scanned image into the correct notebook, saving you the trouble of filing!
  • Mynd Calendar – an iPhone app that turns your smartphone calendar into a Mastermind, combining date and time, GPS location, and your Evernote notes to ensure that you’re always where you need to be.
  • Refresh – this iPhone app will send you the notes that you’ve saved regarding business contacts—helping you feel more prepared for business gatherings.
  • ScanSnap – the Evernote Edition of this app recognizes the differences between documents, receipts, photos, and business cards. It then automatically files these items into the appropriate notebook!
  • Atlas – this app keeps track of location data when uploading scans to Evernote, allowing you to search your information and notes by location.
  • FileThis – at last, take control of your online statements and invoices, automatically and securely. This app will send all of your bills, whether business-related or personal, to Evernote each month, placing them in the appropriate file and keeping records of previous statements.

Stay tuned for the final post in the series: “Evernote Illuminated—Part Six: Special Tools”, as we explore some of the apps and specially-designed hardware that can help adapt your individual preferences into the Evernote system!

 

 

 

 

 

 

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