The biggest challenge with evernote is finding the use that drives value so that you start to use it consistently. Once you do, Evernote becomes a passion and you can't live without it. This session covers some use cases for the promotional products sales person along with some tips on how to use Evernote. A more detailed presentation will be available in the future which covers some of the demonstrations which are done in the live session.

1. Evernote For Salespeople
Download Evernote and sign in now to try some
tips during the presentation!
Tweet #PPAIExpo
Tag @daledenham

2. Agenda
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A brief overview of Evernote
Use cases
Advanced features
Q&A
This presentation is created for promotional
products salespeople but is applicable to anyone

3. Why is Evernote So Hard!?
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It’s a blank canvas
It’s an empty sheet of paper
Too many possibilities, it’s hard to get started
Deciding how to organize your Evernote data

4. Why Evernote is so Powerful
You have access to any
thing, anywhere,
anytime…

5. Primary use
• Capture information, make it findable
– Articles
– Notes
– Receipts
– Contact information
– Anything you can think of

6. Basics on how to use
• Install on every device
• Store just about everything
– But pick 1-3 primary uses when starting
• Search for anything

7. Getting Started (live demo)
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Create a notebook
Add 2 items with tags
Search for an item
3 view options
– List
– Snippet (my preference)
– Card

8. Notebook or Tag?
• Structure is not necessary, just helpful
• Notebooks are like folders in email
• Start with 1-3 notebooks and many tags
– Move large tags to a new notebook

9. Most Valuable Premium Feature
• Search inside PDF and images
Stick with free until you need features

10. Evernote Tools
• Chrome Extension
– Add web pages to Evernote easily
• Outlook plugin
– Send emails (or portion) to Evernote easily

11. How You Can Use Evernote

12. Use Case - Articles
• My top use
– Web
– Zite
– Email
– others

13. Tradeshow Idea Capture
• Click the "+" button (new note)
• Type heading such as "Car charger from XYZ "
• Speak (using voice to text) or type in any notes
such as:
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Why you like it
What client you have in mind
What the price point is
Special pricing
Booth number
• Click the camera button (click the paperclip icon
and choose camera) and take a picture
• Add a TAG such as "Tradeshow"
• Click save

14. Favorite suppliers
• Favorite Suppliers – by category
– If I need a special product, color, turnaround or technique
that is hard to find or on the fringes of the industry, I
always turn to my file of suppliers by category. It reminds
me all of the award, etc company I might not think of. This
is a semi-vetted list when sifting through a database search
is overwhelming or unproductive. As I walk the shows, if I
see a supplier I might could use in the future that I
probably wouldn’t think of, I make a note to post their
name or company link under appropriate categories so
they will be on my radar when I need them. Some of my
categories include: Automotive, Games/Toys, Kid Safe,
Custom, Golf, Leather, RUSH, etc.

15. Favorite suppliers
• By Category
– Need a special product, color, turnaround or
technique that is hard to find or on the fringes of the
industry, I always turn to my file of suppliers by
category. Semi-vetted list when sifting through a
database search is overwhelming or unproductive.
– See a supplier you could use in the future that I
probably wouldn’t think of, make a note to post their
name or company link under appropriate categories
(Tag). Consider: Automotive, Games/Toys, Kid Safe,
Custom, Golf, Leather, RUSH, etc.

16. Ideas
• Theme / category
– Sometimes you need to get the ideas flowing, and
often times we are working on a similar
audience/project that we have done in the past.

17. Power Tip
• Set up autotext on mobile for frequent words
– sa=order sample
– sp=order spec sample
– mee=meeting
– psa=self promo
– BW=Brittany (name of someone to follow up)
– ABC=client name

18. Use Case - Travel
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Create notebook (or Tag) with title of the trip
Add airline tickets
Hotel/rental car info
Addresses
Any other travel info
Receipts
Trip notes or pictures

19. Receipts
• Take a picture
• Add receipt tag
• Add any relevant info

20. Use Case - Pictures
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Art
Business document
Wine bottle
Recipe
Cool quote …

21. Use Case – Whiteboards

22. Use Case - Miscellaneous
• Perfect place for all sticky note information
– Air filter size
– Frequent flier information
– Lists: books, movies, music, places to go, recipes

23. Use Case – Less Paper
• Scanning documents
• Premium
– Search words in images

24. Use Case - Kids
• Kids Artwork
• Things kids said

25. Use Case - Clients
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Store logos
Store order history
Store quote history
Store important emails

26. Relationship management?
• BCC emails to Evernote with
– #clientname
– @notebookname
• Add notes, history, etc

27. Contacts
• Highlight contact information in Outlook
• Click Evernote icon

28. Business Cards
• Free
– Take picture, add the name
• Premium & iPhone
– Adds text automatically

29. Meeting notes/planning
• Create note “Meeting with ???”
– Type your desired topics as you think of them
– Add your notes from the meeting
• Keep adding to note or create tag #Meet
• I take most meeting notes in Evernote

30. Journal

31. Importing scanned files
• Tools
– Import Folders

32. Grocery list
• I create and delete whenever needed

33. Tips
• Add important tags to Shortcuts
• Clean up tags & notebooks
– Delete tags with 0 or few uses

34. Email Yourself
• Evernote email address
– Tools, Account Info
• @ for notebooks: Use an @ symbol followed by
the name of your destination notebook
• # for tags: Use a # symbol followed by the tag or
tags you wish to assign. You can have multiple
tags just make sure each one starts with an #
• Example:
– Subject: Trip to Florida @travel #expensereport

35. Merge 2 notes
• Highlight 2 or more
• Click merge

36. Using Tags
• Fast access to notes
• Eliminates less relevant results

37. Stacking

38. Share Notes
Notebook
Note

39. Reminders
• Tap on the alarm clock
– Choose a due date
• Notifications, emails, & badges
• Appears at top of note list
• Linked with the note, proposal,
presentation, or design

40. 1 Hour is Not Enough
• Use Evernote and discover for yourself
• Evernote Essentials book
– Brian Kelly

41. Premium Features
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Search inside PDF and images
Business card scanning
100MB monthly synching
Presentation format
Notebook options
Features in Evernote Apps
More info
– http://evernote.com/premium/
– $50 annually
• Stick with free until you need features

42. Summary
• Capture Anything
• Find Anything
• Top Use Cases
– Articles
– General notes
– Tradeshow items, travel, & receipts

43. Q&A
• Slides will be available at
www.slideshare.net/TheRealDaleDenham
If you enjoyed the session please tweet about it
#PPAIExpo
@DaleDenham