1/22/2015

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Evernote For Salespeople

Download Evernote and sign in now to try some tips

during the presentation!

Tweet #PPAIExpo

Tag @daledenham

Slides at www.slideshare.net/therealdaledenham

Agenda

• A brief overview of Evernote

• Use cases

• Advanced features

• Q&A

This presentation is created for promotional

products salespeople but is applicable to

anyone

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Premium Features

• Search inside PDF and images

• Business card scanning

• 100MB monthly synching

• Presentation format

• Notebook options

• Features in Evernote Apps

• More info– http://evernote.com/premium/

– $50 annually

• Stick with free until you need features

UPGRADEDo You Need To Upgrade?

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Why is Evernote So Hard!?

• It’s a blank canvas

• It’s an empty sheet of paper

• Too many possibilities, hard to get started

• Deciding how to organize your Evernote

Why Evernote is so Powerful

You have access to

any thing, anywhere,

anytime…

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Primary use

• Capture information, make it

findable– Articles

– Notes

– Receipts

– Contact information

– Anything you can think of

Why Do I Use Evernote?

• I can’t remember everything!

• Quick & mobile (desktop, tablet, phone)

• Like googling within my own brain

• Informative as you build it to be

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Basics on how to use

• Install on every device

• Store just about everything

– But pick 1-3 primary uses when starting

• Search for anything

This is EvernoteNavigation (think folders)

Preview (think file names) The “Note”

Search all notes

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This is Evernote

Shortcuts = Quick Access

All notes

Notebooks for organizing

Tags for quick searches

Mobile Very Similar

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Getting Started (live demo)

• Create a notebook

• Add 2 items with tags

• Search for an item

• 3 view options

– List

– Snippet (my preference)

– Card

Tagging

Priority Plus Search – No Tag Priority Plus Search – With Tag

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Notebook or Tag?

• Structure is not necessary, just helpful

• Notebooks are like folders in email

• Start with 1-3 notebooks and many tags

– Move large tags to a new notebook

Evernote Tools

• Chrome extension

– Add web pages to Evernote easily

• Outlook plugin

– Email (or portion) to Evernote easily

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How You Can Use Evernote

Use Case - Articles

• My top use

– Web

– Zite

– Email

– others

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Tradeshow Idea Capture

• Click the "+" button (new note)

• Type heading like– "Car charger from XYZ "

• Speak (dictation) or type in any notes such as:– Why you like it

– Client

– Price point

– Special pricing

– Booth number

• Click the camera button

• Add a TAG such as "Tradeshow"

Use Case - Travel

• Create notebook (or Tag) with trip title

• Add airline tickets

• Hotel/rental car info

• Addresses

• Any other travel info

• Receipts

• Trip notes or pictures

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Receipts

• Take a picture

• Add receipt tag

• Add relevant info

Use Case - Pictures

• Art

• Wine bottle

• Recipe

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Use Case – Whiteboards

Use Case - Miscellaneous

• Perfect place for all sticky note information

– Air filter size

– Frequent flier information

– Lists: books, movies, music, places to go,

recipes

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Use Case – Less Paper

• Scanning documents

• Premium

– Search words in images

Importing scanned files

• Tools

– Import Folders

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New IOS App - Scannable

Use Case - Kids

• Kids Artwork

• Things kids said

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Contacts

• Highlight contact information in Outlook

• Click Evernote icon

Business Cards

• Free

– Take picture

– Type name

• Premium

– Adds text automatically

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Use Case – Other

• Medical History Share with spouse

– Doctors List, Prior Surgeries, Prescriptions

• Household

– Manuals, filters

• Personal

– Online Companies, Cost

• Lists

– Grocery, Christmas, Honey DO

Meeting notes/planning

• Create note “Meeting with ???”

– Type your desired topics as you think of them

– Add your notes from the meeting

• Keep adding to note or create tag #Meet

• I take most meeting notes in Evernote

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Journal

Grocery list

• I create and delete whenever needed

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Tips

• Add important tags to Shortcuts

• Clean up tags & notebooks

– Delete tags with 0 or few uses

Email Yourself

• Evernote email address– Tools, Account Info

• @ for notebooks: Use an @ symbol followed by the name of your destination notebook

• # for tags: Use a # symbol followed by the tag or tags you wish to assign. You can have multiple tags just make sure each one starts with an #

• Example:– Subject: Trip to Florida @travel #expensereport

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Reminders

• Tap on the alarm clock

– Choose a due date

• Notifications, emails, &

badges

• Appears at top of note list

• Linked with the note,

proposal, presentation, or

design

1 Hour is Not Enough

• Use Evernote and discover for yourself

• Evernote Essentials book

– Brian Kelly

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Summary

• Capture Anything

• Find Anything

• Top Use Cases

– Articles

– General notes

– Tradeshow items, travel, & receipts

Q&A

• Slides available at

www.slideshare.net/TheRealDaleDenham

#PPAIExpo

@DaleDenham