ECC Work Smarter with Evernote - David Martinez Calduch de Soluciona Facil
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ECC Work Smarter with Evernote - David Martinez Calduch de Soluciona Facil
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ECC Work Smarter with Evernote - David Martinez Calduch de Soluciona Facil
- 1. David Martinez Calduch Consultor en SolucionaFacil.es Work Smarter with Evernote
- 2. Email You Calendar Tasks Web Documents Images Research Ideas Notes Agendas Computer Smartphone Tablet Projects Feedback Meetings More Meetings Personal There’s a lot to manage Lists Photos
- 3. Evernote is the modern workspace
- 4. Over 150 million users
- 5. 70%use Evernote for work
- 6. WORK SMARTER WITH EVERNOTE Evernote in action
- 7. WORK SMARTER WITH EVERNOTE Keep track of people you meet
- 8. Capture business cards Scan unlimited business cards with Evernote Premium and Evernote Business
- 9. Tag with important info Location Interests Stage
- 10. Tag with important info Location Interests Stage
- 11. Add key details Where you met them Notes after calls Progress on projects Updates after sessions
- 12. Add key details Where you met them Notes after calls Progress on projects Updates after sessions
- 13. Attach documents Contracts and agreements Photos of projects Important client documents
- 14. Forward email conversations Attachments get included, too Forward key conversations only— don’t replicate your inbox!
- 15. Change your tags over time Remove unnecessary tags Apply relevant tags, for example: • Prospect to Client • Client to Archive
- 16. Change your tags over time Remove unnecessary tags Apply relevant tags, for example: • Prospect to Client • Client to Archive
- 17. WORK SMARTER WITH EVERNOTE Collaborate on projects
- 18. Create notebooks for projects
- 19. Create notebooks for projects
- 20. Share and collaborate Clients/customers Vendors Partners Inviter controls access (and can revoke it)
- 21. Write detailed project plans Checklists Timelines Key documents
- 22. Collect important content Post-it® Notes with ideas Web clips Hand-drawn notes Key contracts and docs
- 23. Gather all the details PDFs with plans Capture images Attach documents
- 24. Present plans and ideas
- 25. Record progress Use photos, audio, checklists, and more Keep everyone in the loop without email See updates in your Activity Stream
- 26. Stay updated on the go
- 27. WORK SMARTER WITH EVERNOTE Manage expenses and financial records
- 28. Create a notebook to store financial info You may want to do this by year
- 29. Create a notebook to store financial info You may want to do this by year
- 30. Capture receipts Capture on phone, tablet, or ScanSnap Evernote Edition All details become searchable
- 33. Keep track of expenses with tags Approved Declined Reimbursed
- 34. Keep track of expenses with tags Approved Declined Reimbursed
- 35. Add bills and statements Forward from email Drag from desktop Take photos on mobile
- 36. Match categories to your expense management program Everything is searchable—even handwritten text on receipts Tag by category
- 37. Tag by category Match categories to your expense management program Everything is searchable—even handwritten text on receipts
- 38. Everything’s organized in Evernote
- 39. WORK SMARTER WITH EVERNOTE Research on the web
- 40. Capture web pages Clip a full page Capture an article Take a screenshot
- 41. Capture web pages Clip a full page Capture an article Take a screenshot
- 42. Add your own notes Point out key discussion topics Highlight questions
- 43. Add your own notes Point out key discussion topics Highlight questions
- 44. Continue annotating on the go
- 45. WORK SMARTER WITH EVERNOTE Evernote in action: Real estate
- 46. Evernote in action for a real estate team Nicole, Agent Alex, ClientRenee, Associate
- 47. Educate buyers and sellers
- 48. Tell buyers and sellers about you
- 49. Create notes for FAQs
- 50. Capture clips from the web
- 51. Collect everything in one spot
- 52. Share what you’ve collected - without email
- 53. Work together with clients
- 54. Clip properties they may be interested in
- 55. Let them comment on properties
- 56. Attach PDFs of floor plans
- 57. Capture notes from meetings and at walkthroughs
- 58. They can add their own notes, clips, and ideas
- 59. Everything for each client is organized
- 61. Create checklists for key steps
- 62. Store docs like disclosures and inspections
- 63. WORK SMARTER WITH EVERNOTE How has Evernote helped?
- 64. Evernote has helped… • Educate buyers and sellers • Centralize details about prospects • Enhance collaboration with clients and team members • Organize all the details
- 65. WORK SMARTER WITH EVERNOTE Get started
- 66. Start improving your productivity Sign up for Evernote Download Evernote on your and your team’s devices Choose a project to start with Invite your team members, vendors, or clients to the project notebook Get started with the signup link I’ll send you
- 67. WORK SMARTER WITH EVERNOTE Q&A
- 68. Thank you