Evernote Business for Salesforce
Keep all Evernote Business for Salesforce account information up to date and readily accessible — from anywhere
Evernote Business lets you capture and share the information you and your team need in order to do your best work. Salesforce makes it easy for you to manage your customer relationships and follow-up on opportunities. Together, Evernote Business for Salesforce lets you deepen relationships with your leads and act on opportunities in brand new ways.Watch demo
Evernote Business for Salesforce is available from the Salesforce AppExchange at no additional cost for customers using Evernote Business and Salesforce.com's Group, Professional, Enterprise, Unlimited, Force.com, or Developer editions of Salesforce.com.
Evernote Business is available for $10/user per month.
Centralize everything about your leads. Easily add new notes, attach documents, web clips, and more, and link them directly within a Salesforce record (including Custom Objects). Team members with permission to view a record will automatically see the notes you've linked and can add their own, all without ever leaving Salesforce.
Eliminate duplicating work your colleagues have already spent time on. As you're viewing a record in Salesforce, you'll automatically see related contracts, proposals, meeting notes, and scanned business cards your team members have previously collected, giving you a head start.
At your desk, edit notes from within Salesforce, and when you're on the go, access and add to them at meetings on your phone or tablet. With offline access, you can continue adding rich information to your notes (even without Internet), and they'll automatically sync to Salesforce the next time you're online.
Introduce your clients to an easy way to share research from the web, notes from meetings, recorded voice notes, and more, directly within Salesforce. Add value to your relationships with your customers by linking Evernote Business for Salesforce to their custom objects. Contact us to learn more about Evernote Business for Salesforce and custom objects.