This episode is going to be a little bit different from our typical fare. Today we’re only talking about one tool – Evernote. But there are so many different ways to use Evernote that it deserves its own episode.

Using Evernote for CRM (customer relationship management) is probably the easiest and most obvious choice for this tech tool. In fact, it’s the only thing Joe uses for CRM. He uses it for a bunch of other things too, which he goes into today, but it’s the most efficient tool for managing clients and leads that he’s found in this business.

The most important thing about Evernote is its simplicity. On this podcast, we are trying to show you how easy tech can be. We don’t want to confuse you or complicate your business. And we also don’t want to scare you away from technology. Simplifying your life, automating your systems - these are the goals we have when we record this show. And with Evernote, you can share links, save photos, and send emails from an app on your phone. The biggest takeaway from today’s episode is the way Joe uses his Evernote as a CRM and a personal diary. There are no rules when it comes to using these tools, it’s just important that you do use it.

It’s important to invest in technology if you want to accelerate your business to the next level, and what we talk about today should justify the small fee you pay for using some of the better features of Evernote.

MINUTE MARKERS

1:50 Our new favorite book

2:51 Joe uses Evernote all of the time

7:10 Evernote creates much needed CRM structure

12:39 Get familiar with Evernote on YouTube

14:48 Joe walks us through the ways to use Evernote (see video)

20:48 What Cory loves most about Evernote

23:22 Attaching property photos to Evernote

26:49 How to use tags in Evernote

27:46 How to search tags in Evernote

33:21 Keep it simple or you’ll never use this tech

38:22 The best automation you can get is a virtual assistant

39:21 Don’t be afraid of technology

RESOURCES

Evernote

Evernote CRM on YouTube

Zoom

Good to Great by James Collins

Joe’s podcasts with Rick Otton

And don’t forget to download our Top Ten Tech Tools!

QUOTES

These tools allow us to create organization and structure in a way where you don’t have to think about it.

If you complicate your CRM too much, you’re not going to use it.