Then you can add another tag for their industry, or their position in the sales conversation, i.e. “Clients” “Referral Partners” “Collaborators” “Mentors,” etc. You can start with their potential relationship to you, i.e. Think of some tags you’d like to use to keep track of different people. Create a new notebook to keep track of your contacts.Ģ. Set It Upīefore you use Evernote as a powerful relationship management tool, you’ll have to do a tiny bit of set up.ġ. Why waste money on another Customer Relationship Management (CRM) tool when you can use Evernote at every step of the process, from meeting people for the first time, to keeping track of what you talk about over time, to following up? Wondering how? Read on. And it is incredible when it comes to building and keeping track of relationships with other professionals.
Over the past few months, Evernote has become my BFF.
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