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Why Salesforce and Evernote need each other and the rise of Bar Napkin CRM

  1. ©2013 Blue Hill Research. All Rights Reserved. ©2013 Blue Hill Research. All Rights Reserved. Evernote Integration in Salesforce James Haight, Research Analyst, Blue Hill Research Hyoun Park, Chief Research Officer, Blue Hill Research
  2. ©2013 Blue Hill Research. All Rights Reserved. The Announcement September 27, 2013: Evernote announces that a version of its software will be available on the Salesforce AppExchange Evernote also announces the second iteration of its enterprise application – Evernote Business 2.0 Evernote Business: 7,900 Clients Evernote: 75 Million Users Salesforce AppExchange: 2 Million Downloads Evernote for Salesforce?
  3. ©2013 Blue Hill Research. All Rights Reserved. Driving Forces: Evernote Individuals who enjoy using Evernote’s personal application have been the driver for adoption of Evernote’s enterprise applications Will integration with Salesforce create additional demand for Evernote’s enterprise wide application? How Much Does it Cost? Evernote for Salesforce: $13/user per month Evernote’s growth is dependent on adoption of Evernote Business based on the personalization of IT
  4. ©2013 Blue Hill Research. All Rights Reserved. Driving Forces: Salesforce Salesforce has dominated the market but still has issues with key areas of its functionality – in particular documenting informal communications To fill these gaps, Salesforce is making partnerships to integrate already popular consumer applications > Box, Dropbox and Sharepoint are already integrated with Salesforce “Sales organizations are notorious for their inability to fully document the sales process as informal conversations, bar napkins, and moments of inspiration often become part of the sales process.”
  5. ©2013 Blue Hill Research. All Rights Reserved. Takeaways The integration of Evernote within Salesforce stands to be a win-win for both companies • Salesforce’s AppExchange is growing fast. Salesforce’s ubiquity combined with Evernote’s consumer popularity will result in a spike in Evernote’s paid subscriptions • Evernote’s ability to document informal encounters and spur of the moment insights will provide Salesforce with a much needed opportunity to let its users keep track of much more than just the structured form data of traditional CRMs
  6. ©2013 Blue Hill Research. All Rights Reserved. Thank you! To join the conversation, follow us on 1 Learn more about the Evernote/Salesforce integration on our blog.
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