Evernote  for  Businesses  Desiree  W.  Savory  

Technology  &  Accountability  Coach  www.DesireeSavory.com  www.DesireeSavory.me    

*  Use  Your  Phone  or  Computer  and  sign  in  with  your  Twitter  Account  *  Go  to  www.TweetChat.com    *  Use  #technologycoach  to  communicate  

Let’s  Tweetchat!  

*  Always  having  the  latest  version  of  a  program  at  hand  *  Not  worrying  about  “backing  up”  your  data,  because  somebody  is  doing  that  for  you  *  Taking  advantage  of  cheap,  shared  storage  *  Being  able  to  “scale-­‐up”  your  operation  without  adding  infrastructure  

What  cloud-­‐based  services  mean  for  your  business.  

*  Cloud  servers  keep  a  copy  or  two  of  your  data  remote  in  the  event  of  a  disaster  *  Programmers  are  working  all  the  time  to  keep  your  

program  compatible  with  new  computing  standards  *  All  cloud  services  require  at  least  single,  and  some  offer  

two-­‐step  authentication  *  Many  cloud  services  offer  public/private  key  encryption  

Is  the  cloud  secure?  

*  Dropbox  *  Google  Drive  *  Microsoft  Skydrive  *  Apple  iCloud  *  Box  

Popular  Online  Storage  Alternatives  

*  Individuals  and  Teams  are  able  to:  *  Collaborate  *  Create  content  *  Create  workflows  *  Reduce  search  =me  

What  is  Intelligent  Document  Management?  

*  Evernote  lets  you  capture  anything  you  want,  such  as  product  ideas,  project  plans,  important  contacts,  contracts/agreements  and  more.    *  Once  in  Evernote  all  your  information  is  searchable,  accessible  and  shareable,  from  anywhere,  on  any  device.    

What  is  Evernote?  

*  Evernote  comes  in  three  editions    *  Basic  Free  (60  meg/month)  *  Plus  $24.99/year  (1  gig/month)  *  Premium  $49.99/year  (10  gigs/month)  *  Business  $12/month  plus  added  team  features  

*  Your  allocation  of  space  is  renewed  every  month  

The  Evernote  Product  Family  

Basic 60 mg

Plus 1 gig

Premium 10 gig

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*  It  provides  all  the  benefits  in  Evernote  Business  *  Adds  business-­‐oriented  features  that  are  designed  to  help  teams  work  together  and  share  knowledge  *  Content  that  gets  created  on  behalf  of  the  business  is  centralized,  giving  a  team  the  ability  to  gain  insight  into  what  other  team  members  know.  

Evernote  is  ideal  for  Teams  

*  While  an  individual  contributor  is  working,  Evernote  Business  automatically  surfaces  relevant  content  that  colleagues  have  created,  giving  teams  a  strategic  advantage.  

Evernote  is  ideal  for  teams  

*  Evernote  Business  is  simple  to  set  up  and  deploy  across  an  organization  *  robust  security  *  easy  user  management  *  business  class  support  *  gives  users  the  ability  to  see  their  personal  notebooks  and  

those  created  on  behalf  of  their  company  in  one  window.    

Evernote  is  ideal  for  teams  

*  Log  in  to  your  Evernote  Account  *  Add  another  Evernote  Account  *  Switch  between  the  2  

Add  multiple  accounts  

*  Your  Evernote  Account  is  assigned  a  unique,  weird,  email  address.    

*  Add  it  to  your  contacts  so  that  you  can  sent  emails  easily.  Call  it  EVERNOTE  EMAIL  ADDRESS.  

*  It  is  not  one  that  you  should  share  with  anyone.  *  Use  it  strictly  to  send  emails  to  your  Notebooks  *  Example:  Notebook  =  John  Smith  FORWARD  email  with  @John  Smith  in  the  subject  line  after  the  subject  text.  

Your  Unique  Email  Address  

*  Send  emails  to  anyone  from  Evernote  with  the  Share  button  and  choose  the  View  option.    *  Recipient  will  see  the    “no-­‐reply@evernote.com”  email  address.  

Your  Unique  Email  Address  

*  The  Evernote  Web  Clipper  is  a  simple  extension  for  your  web  browser  that  makes  it  quick  and  easy  to  store  just  about  anything  you  find  on  the  web  as  a  note  in  your  Evernote  account  (snapshots  of  a  webpage  that  preserve  navigation,  text,  images  and  links,  and  are  always  fully  searchable  and  available  on  all  your  devices  anytime  you  need  them)  

Evernote  Web  Clipper  

*  Skitch  gives  you  all  the  tools  you  need  to  visually  communicate  ideas,  share  feedback  and  collaborate  with  friends  and  co-­‐workers.    

*  Use  an  existing  image  or  capture  a  new  one,  then  add  shapes,  write  on  it,  draw  on  it,  annotate  it  any  way  you  like,  and  save  it  to  your  Evernote  account  so  that  it  is  available  everywhere.  

Skitch  

Applying  Evernote  to  Real  Estate  

*  Start  with  new  clients  *  Invest  at  least  in  the  Evernote  Plus  Account  *  Commit  to  creating  a  paperless  system/process  with  Evernote  *  Utilize  your  computer,  tablet,  smartphone  and  anyone’s  remote  computer  to  access  your  account  

Embrace  The  Cloud  

*  Evernote’s  filing  system  is  broken  down  into    *  NOTEBOOKS  *  NOTES  

*  Create  your  Notebooks  (file  folders)  for  your  clients  and  add  notes  to  your  notebooks.  

Evernote’s  Filing  System  

*  Create  STACKS  *  Forward  emails  to  client  Notebooks  *  Search  Notebooks  *  Publish  and  Share  Notes  and  Notebooks  *  Make  Presentations  *  Export  Notebooks    

What  you  can  do  with  Notebooks  

Stacks  

Notes  In  a  Notebook  

*  Share,  chat,  and  collaborate  with  others  without  ever  having  to  leave  your  workspace  to  send  an  email  or  jump  to  another  app.  

*  Work  Chat  gives  all  of  your  conversations  focus  around  the  work  you’re  doing  in  shared  notebook.  It  orients  everyone  to  the  task  at  hand  and  creates  a  collaborative  hub  for  discussion.  

Evernote  Work  Chat  

*  Add  your  listing  presentations,  CMA’s,  Showings  *  Type  notes  during  a  listing  appointment,  meeting  or  

conference  *  Record  a  conversation  or  lecture  *  Take  pictures  and  annotate  with  Skitch  *  Import  (multiple)  documents  (PDF,  Office,  Text,  Audio,  

etc.)  

What  you  can  add  to  Notes  

*  You  can  share  Notes  with  one  or  more  people,  or  make  them  public  *  Show  your  note  in  presentation  mode  *  Download  any  attachment  including  recordings  *  Create  multiple  recordings  in  one  note  

What  you  can  do  with  Notes  

*  Add  tags  *  Add  reminders  *  Move  to  a  Notebook  *  Add  basic  word  processing  formatting  *  Add  tables  

What  you  can  do  with  Notes  

*  Create  a  list  of  planned    and  organized  tags  for  your  business  *  Don’t  go  overboard.  You  will  forget  them.  *  Real  Estate  *  Social  Media  *  Personal  

Tags  

*  Online  filing  cabinet  *  Policy  manual  *  Creating  and  storing  procedures  and  instructions  *  Keeping  an  eBook  library  

Some  of  the  Many  Business  Uses  for  Evernote  

*  Sharing  agendas  *  Tracking  your  competitors  *  Tracking  expenses  and  receipts  *  Tracking  what  your  team  is  doing  and  learning  *  Personal  cookbook  *  Forward  reading  material  using  IFTTT  or  Zapier  

Some  of  the  Many  Business  Uses  for  Evernote  

*  Skitch  *  Penultimate  *  Evernote  Web  Clipper  *  Evernote  Hello  *  Evernote  Food  *  Evernote  Clearly  *  Evernote  Peek  

Useful  Evernote  Add-­‐ons  

*  Dig  more  into  Evernote’s  capabilities  with  these  app  integrations  *  https://appcenter.evernote.com/    

Evernote  App  Center