Evernote & Biz Cards From Your Hand To Your Contact Manager

Business cards are still a great marketing tool.  They are not virtual, they are tangible.  You can touch them, feel them, smell them.  They work to market you and your practice, and they work to expand your networks.  Handing them out is still an essential element of professional practice marketing.  Collecting business cards is still an essential element in developing your business network. 

Whether you use Microsoft’s Outlook, or Salesforce, or Apple Contacts, or AbacusLaw, or Amicus Attorney, or Goldmine, etc., you need to get those biz card buddies, and their biz card information into your computerized contacts directory.  In days gone by that meant typing the information, line by line, into your computer.  Now you can implement better technology to streamline the process of handling those business cards that you are collecting.

If you use Evernote — and you should — you need to be aware of its awesome business card tools.  With the Evernote app on your smartphone you can take a picture of a business card, have it immediately imported into your Evernote account, export it to your contacts on your phone, and then synchronize it with your Outlook directory or any other contact management program that you use.  Fear not, reading these steps is more complicated than doing the real thing.  For some of these client management programs — Salesforce for example — it is even easier because they have a dedicated Evernote interface.

Even if you have to do it the multi-step way without a dedicated interface, it is still incredibly easy.  Keep reading to learn how. . .  Make sure you read all the way to the end for a bonus tip!

Step One:

Install Evernote on your smartphone.

Step Two:

Lay a business card down on a flat surface.

Step Three:

Launch Evernote on your smartphone, click on the Camera icon, then select the Business Card option.

Step Four:

Move your camera over the business card until Evernote detects it and then automatically takes the picture for you. 

Step Five:

Evernote then reads the business card and imports all of the information as a new contact in your Evernote account.  Nothing for you to do but watch. 

Step Six:

Tell Evernote to send the information to the Contacts app on your phone.  Evernote completes the task immediately, and that biz card buddy’s information is now in your system.

Step Seven:

Synchronize you phone contacts with whatever other Contact program(s) you use.  Nothing could be easier.

Step Eight:

Sit back and enjoy your techie awesomeness!

Free Bonus!  Now keep reading for your super awesome bonus tip, that is particularly great for you LinkedIn folks . . .

If you have a LinkedIn account — again you should — Evernote has a one-click feature so that you can connect on LinkedIn with your new business card buddy.

After you have finished importing the business card and saving it in Evernote, Evernote will launch a pop-up window with a one-click LinkedIn button.  If your new biz card buddy has a LinkedIn account Evernote finds that account and then sends a LinkedIn connection request to that person.  How great is that!  This is an example of how software makers are getting away from the old proprietary, keep-em-to-ourselves mentality, and instead they are embracing the benefits of platform sharing.  The Evernote/Salesforce and Evernote/LinkedIn partnerships are examples.  They expand their user base, and we the users expand the  benefits of our accounts.

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