How to Attach Evernote notes to Salesforce contacts – Step By Step

Evernote-SalesforceEvernote is  an app that can organize your life. You can save business cards, photos, notes from meetings, shopping lists, recipes, record speeches at conferences and store any document you can think of. The fabulous mobile version allows you access anytime anywhere.  Salesforce on the other hand is the ultimate CRM tool for medium sized businesses and big corporations. Imagine connecting the two! Continue reading

How to Track All Your Clients With a CRM Integration

crm integration use case

Meet John, a sales person at SmallCo who finds his online CRM very handy to keep track of his prospects and clients. John systematically adds any piece of information he is aware of about his clients on his CRM.

The problem is, when Mary from ClientCo calls him he has no idea that she has received a promotional offer from the marketing team. And worse, that Mary has not paid her last three invoices. He also does not know that she opened a ticket with the support team about a delivery problem and that she sent an email rant to John´s boss just this morning.

In other words, John has only a narrow view of his clients, his view. But Mary is also interacting in different ways with other people at SmallCo and she has a different view of John´s company, hers!

So when John and Mary talk, they don´t really understand each other  because they don´t share the same view. Mary is frustrated and so is John.

Does this scenario sound familiar? I bet it does! Have you ever missed a sale or lost a client just because you were not aware of what happened?

How would John feel about tracking all of Mary´s interactions with SmallCo, just inside his favorite CRM app easily and simply? How would you feel?

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