Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.
The Evernote for Business app brings your work to life in new ways. Annotate, organize, and share across devices to stay organized and engaged with your team.Evernote Business Integrations
Autotask + Microsoft Dynamics CRMAdd every new Autotask account to Microsoft Dynamics CRM Read More...
Evernote Business + TrelloCreate Trello cards for new Evernote Business notes Read More...
Evernote Business + SlackSend message in Slack for every new Evernote Business notebook Read More...
Office 365 + Evernote BusinessCreate Evernote Business notes for Office 365 emails Read More...
Evernote + Evernote BusinessCopy new Evernote notes to your Evernote Business account Read More...
Ever find yourself manually sending Evernote notes to your Evernote Business account? If yes, stop it right away and let Appy Pie Connect handle it for you. After setting this integration up, any note you create in Evernote will be sent to your Evernote Business account automatically, keeping both your apps on the same page.
Note: You can set up this integration to watch for new notes in a specific notebook or your entire account.
It's easy to connect Microsoft Dynamics CRM + Evernote Business without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new note is created in or moved to a notebook.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Microsoft Dynamics CRM and Evernote Business are two software products for various purposes. In this article, I would like to evaluate the two products and explain why they should be integrated.A major factor of sales productivity is that customers are able to quickly find information about a certain product or service. Companies can utilize Evernote Business as a knowledge management top to help their customers quickly find information on products and services, effectively increasing sales.Evernote Business provides shared notebooks where a company can share its resources with its partners in order to build long-term relationships. These shared notebooks can be utilized by Microsoft Dynamics CRM to improve the sales process.Evernote Business can also be used as an alternative for email or faxing important documents to customers, which can be integrated with Microsoft Dynamics CRM to automate the sharing process.
Microsoft Dynamics CRM and Evernote Business are both beneficial for sales productivity; thus, integration between the two is essential. As a result, companies will be able to create lasting relationships with their clients.The document sharing capabilities of Microsoft Dynamics CRM can significantly reduce the amount of time it takes for employees to find documents that are needed for business processes. Additionally, since documents are automatically stored in Evernote Business, users can easily search for documents without having to look through emails or other files in their computer. Lastly, email attachments can be scanned into Evernote Business and shared with clients through Microsoft Dynamics CRM.C. Conclusion
The integration of Microsoft Dynamics CRM and Evernote Business is essential in today's business environment because it increases sales productivity.While working on your thesis statement, consider these questions. What do you want your reader to know after reading this article? How will you use evidence from the texts to support your thesis? How will you organize your argument and evidence?
The process to integrate Microsoft Dynamics CRM and Evernote Business may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.