How to Use Evernote as a Salesperson or Sales Manager

Businessman using his devices

Today’s sales teams are under increasing pressure. Buyers are more educated than ever and are evolving with technology. Social media has given people the opportunity to communicate transparently about products and services—and the people who sell them.

Salespeople have access to an explosion of data–the global store of data doubles every year–but that can be a double-edged sword. As Evernote explored with Sandler in our white paper covering the future of the sales profession, salespeople currently spend up to 50 percent of their time on highly manual tasks such as searching for relevant information and data entry, as opposed to actual selling and other customer-facing activities.

Meanwhile, sales leaders and managers are challenged to maintain consistent, repeatable sales processes, uniform employee onboarding, and sharing of best practices to ensure continued revenue and productivity increases.

Evernote Business is a great tool for solving these challenges. It can help salespeople and teams become more productive, overcome the challenge of data overload, reduce time spent on manual tasks, and ensure consistent sales processes. Now sales organizations can increase productivity by collecting, organizing, sharing, and securing information across individuals and teams. And we’re excited to partner with Sandler to offer a unique, value-added experience!

Below are four ways sales managers and salespeople can leverage Evernote within their organizations.

  1. Keep everything in one place

Evernote helps you capture and organize all your notes, ideas, and content, including docs, spreadsheets, web clips, images, audio files, and handwritten notes. All of this content is searchable, ensuring you never lose that winning client presentation or important item you wrote down in a customer meeting. And it’s easy to take pictures of your business cards and receipts to file away for future use.

  1. Increase collaboration and knowledge sharing

Evernote allows teammates to access, edit, upload, and share notes and files from any device—even if they’re offline. Use project and team spaces to share notes and notebooks with anyone you choose. Everything is instantly in sync with the latest updates and pinned notes, so nobody misses important information. With the ability to view pinned and recent content, everyone on your sales team can stay on the same page.

  1. Integrate seamlessly with Salesforce

Evernote integrates with Salesforce so you have one place for all the information your team needs to succeed. Connect various types of data, add meeting notes, scan business cards, and centralize sales collateral without leaving Salesforce. Notes are automatically synced and searchable in both Evernote and Salesforce, and sync with Salesforce’s activity log, making it easy for sales managers to track and report on sales activity. All your organization’s tribal knowledge is centralized and accessible for leads, contacts, accounts, and opportunities.

  1. Leverage dynamic Sandler tools to ensure sales process consistency

Evernote makes Sandler’s tools more user-friendly, collaborative, and accessible. For example, you can save Sandler’s Pre-Call Planner to your Evernote account and create a new editable note prior to each sales call. These note templates are easy to share with team members and sync with Salesforce. Because it’s easier for reps to follow the Sandler Sales Methodology, salespeople become more productive and sales leaders get an increased return on their investment in Sandler.

Interested in trying out Evernote Business for your sales team? Sign up for a free trial here!