Course Information
Course Overview
Supercharge Evernote into a powerful CRM system that tracks sales leads, contacts, customers, & client documents.
Be Sure To Watch The Promo Video For This Course For All The Details.
As a working professional you’ve got a lot to manage and juggle.
Things like:
- Meetings, Appointments, To Do Lists.
- Notes, Sales Leads, Documents...
- I could keep going (but you get the point).
It can be a real challenge to organize and manage all this information.
You’ve got a price sheet in one folder, that contract in another folder, contact information in gmail, appointments on your calendar, and more.
Needless to say, part of your daily routine is just trying to stay on top of all these moving parts.
Let me tell you there is a better way to organize this information.
The secret is having one central hub:
A way to bring all these moving parts into one central place.
- One central point of access that gives you an instant path to the precise piece of information you’re looking for…
All right from your fingertips, with “fewer keystrokes” and LESS THOUGHT.
Let me introduce to you Evernote:
A practical solution that makes juggling and organizing this information easier and more efficient.
Now look, out of the box Evernote is a great tool. However, the problem with Evernote is you have to create a system inside it.
Some way to transform it into a customized, personalized machine that does all the heavy lifting for your working life.
And that my friend is exactly what my course is about.
Inside my course, I will show you how to unlock the hidden power inside Evernote.
You’ll learn how to:
- Save notes about meetings & important conversations.
- Create a log that keeps a record of these conversations.
- Create "To Do Lists" and reminders that sync with your calendar.
- Track yours sales pipeline.
- Attach documents right to your contact’s record.
- Create customized contact fields.
- Keep track of price sheets, product literature, and client estimates.
- How to share this information with team members or employees.
- How to access and sync this information from multiple devices.
- Save important business receipts right inside Evernote’s cloud.
- And more...
The good news is you don’t need any computer programming superpowers to create this system. Evernote is simple to use and this entire system is created right inside Evernote’s free version.
If you can follow basic step by step instructions, you’ll be harnessing the hidden power inside Evernote and putting the program to work for you.
You can try out the course risk free for 30 days to see if it works for you. If for any reason this system does not make your working life easier, you'll get a prompt and courteous refund (no questions asked).
So click the big green button at the top of this page that says, "Take This Course."
And skyrocket your efficiency and productivity today.
Course Content
- 7 section(s)
- 29 lecture(s)
- Section 1 The Very Basics
- Section 2 Template 1 (each contact is one note)
- Section 3 Template 2 (each contact is 4 notes)
- Section 4 Tags
- Section 5 Advanced Features
- Section 6 Paperless Office
- Section 7 Conclusion
What You’ll Learn
- How to unlock Evernote's hidden power to organize your working life.
- Save notes about meetings & important conversations.
- Attach documents & files to each individual contact.
- Track your sales pipeline.
- Create Customized Contact Fields.
- Save important receipts inside Evernote's cloud.
- Access your information across multiple devices.
Skills covered in this course
Reviews
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BBoris Zaks
Old Version of Evernote
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TTony Herd
Course well structured and fast-paced. Although, I'm an absolute newbie to Evernote, through this course, I can now see and believe it's awesome potential to achieve my goal of accessing any piece of information within 5 seconds. Just need to practice to get competent and fast. Will need to refer to this course often as my skills evolve and improve.
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JJavier
Un caso práctico de como usar Evernote como un CRM básico. Aunque personalmente no necesito un CRM, las ideas sirven para idear soluciones que pueda aplicar en mi trabajo.
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TTheresa Beebe
Very insightful. He goes through a lot of info in a short time and talks moderate to fast paced so I’m glad I can go back for reviews. I’ve taken some very basic classes and one was good for going beyond basic. This course picks up where the other left off and is taking me to closer to the advanced level. Highly recommend!