The Cloud and Evernote

Yesterday I posted a tease about using the Cloud to organize the sales and marketing efforts. I have used three apps to accomplish that purpose over the last several years.

  1. Evernote
  2. Dropbox
  3. Google Drive

There are many more that could be considered, but these are perhaps the most successful locations, and they are what I know best, so …

Each of these three Apps has advantages and disadvantages. They all have a much different slant on the utilization of the Cloud to capture and retain your documents and data. It’s not that any one of them is better. Rather the issue is purpose and use – why a particular App is more suited to your needs. Each of these three Apps is well polished and has been out there for a while. Each has a hugh following and perhaps you already use one or more of them.

Let’s go over some aspects of each App. I will break this down into individual posts for your consideration.


Evernote and I go way back. While working as a Project Manager, Estimator, and Sales Person at my former employer I used Evernote to capture as much information as I could about individual projects. I created Notebooks within Evernote for each major project or estimate/proposal. Into each I put my material lists, pricing spreadsheets, letters, correspondence with vendors, pencil notes (digitized or photos), business cards, meeting notes, etc. etc.  PDF files containing hundreds of pages were included without any difficulty. Whole catalogs for information can be saved and at your fingertips. These Notebooks would become extensive and very valuable to me. Any product or service can use the features of Evernote to organize the office and make data, price lists, etc. available and up-to-date with little effort.

The important thing that I like about Evernote is it’s flexibility and ability to cross platforms from Windows to Mac, tablets, phones, even Chromebooks. If the device has internet access, chances are good that we can use it to get to the data stored in the Cloud.

Evernote lets you send an email to it and create a page of data without even opening the App. You can simply send a copy of an email to it for example to retain a proposal or a conversation with the customer or a co-worker. 

You can take a photo of a business card and have it save both the cards image and also find the details from the card and fill in data like the phone numbers, name etc. in a easily used format.

All the data captured can be tagged so that searches can be performed on topics throughout the data set of the whole system. 

There are many more areas to this extensive App. You can use audio for example and save verbal notes to the files. It goes on and on.

While Evernote can be used free of charge, many of the features we will want to use are available only in the paid version. The cost is low at $69.99 per year for their Premium version. It’s worth it!

You can run your business using Evernote. I highly recommend this App.

I’ll cover the other two Apps in coming days.


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