Note Wizard (Salesforce + Evernote)
Evernote is a very cool and useful application for taking notes, saving web clippings and archiving images that represent notes (sometimes its faster to just take a picture). One really great thing about it is that it does OCR on your content (event the text in your images!) and makes it all searchable.
What if you could save your Notes right into Salesforce? You can (only as Documents for now)! Coming soon is integration with standard and custom objects, which would let you do things like take a picture of a business card and import it into an Account/Contact combo. Maybe take a picture of a whitboard of notes and save it as an Activity.
Steve Buikhuizen has created the Note Wizard application. It’s definitely worth looking into. It’s an integration with Salesforce and Evernote all running on Amazon EC2 and S3!
- Main page for the project
- Videos that explain a lot
- AppExchange listing (a private listing for now. This is linked to on the About page of the main site.)
Good work, Steve!
Related Plumbing Software Articles
Six tips to surviving CRM design hell...
Having spent the past six weeks in CRM design hell, I thought I’d share some tips on surviving the process while it was freshly seared on my memory. Trust me, CRM design work, rather like a prolonged course of dental treatment, isn’t the most fun...
Read more about Six tips to surviving CRM design hell......
What is a 360?
I was talking with a manager the other day about their employee performance review processes. This company had been doing them for some time and wanted to take their reviews to the next level....
Read more about What is a 360?...