Case Study - Evernote in Salesforce

Evernote is an amazing tool to keep your life and work sorted. Organized in simple notebooks, Evernote allows you to store notes, files, pics, audio and other useful stuff around a topic together in one place. Today, thousands of businesses use Evernote to do research on their clients and store important documents or information about a client, while being able to access notes on all the various devices Evernote supports.

Put Evernote into Salesforce

Now, Evernote has been integrated into Memonic for Salesforce, ultimately combining the power of both systems. With a few clicks only, an Evernote notebook containing valuable information about a client, a company or an industry is linked to a Salesforce object.

Once linked, every user in your Salesforce instance will be able to see those notes, no matter if they have access to your Evernote account. It's never been easier to share information using Evernote among your team: If you create a new note in a linked notebook, it will immediately turn up in Salesforce – without any further action on your side.

A powerful team

With the Evernote support of Memonic for Salesforce you combine the power of both system: Together they form the ultimate research and note-taking team for Salesforce.

With Memonic for Salesforce and the new Evernote integration, you can:

• Share your Evernote notebooks with Salesforce and your team
• Add, edit and delete any notes on the go, even offline - changes will be reflected in Salesforce immediately after sync
• Benefit from hundreds of valuable Evernote integrations into other devices and apps - and use them for Salesforce

in addition to all other Memonic for Salesforce features.

'Evernote', the Evernote Elephant logo and 'Remember Everything' are trademarks of Evernote Corporation and used under a license.