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How to Use Evernote as a CRM and Increase Your Referrals

by Marki Lemons-Ryhal

2016 is lining up to be the best year ever. Today we have the ability to plan, manage and sync our lives while on the go. As a REALTOR®, "PRODUCTIVITY" is our number one objective. There are thousands of productivity tools on the market, but I've fallen in love with Evernote and I use it daily to manage my business, my family, my goals, write books, scan business cards and present information.

Evernote is marketed as a productivity tool however, I use it as my initial CRM and follow-up system, virtual office file cabinet and business collaboration tool. While flying to the 2015 REALTORS® Conference and Expo, I set up a note titled "#NARAnnual 2015, it was a pleasure to meet you", to be emailed to anyone I meet at the conference. The message needs to be informative yet generic. I wanted to ensure that you knew we met at the conference, something about me, my Unique Selling Proposition, the benefit to you for connecting with me, and how to connect with me in the future. The follow-up message also includes a link to the copy of my presentations from the conference. If you desire for REALTORS® to send you referrals make sure you ask for them and include a link to your prepopulated Women’s Council of REALTORS® Referral Agreement.

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Through the third party tool-Zapier, I can connect my CRM (Infusionsoft) account to my Evernote account and each new note will create a contact in Infusionsoft. I only collect business cards from people who want to hear from me. In addition, to receiving a follow-up note about the conference everyone also receives an email campaign comprised of three emails over 14 days.

Because I took a picture of the REALTORS® business card with Evernote Business Card Camera, I'm instructed to conduct the following steps:

  1. Connect with the person on LinkedIn (provided the email on the business card is associated with a LinkedIn account).
  2. Save the contact to my Google Contacts.
  3. Save the contact information with a photo of the business card as an Evernote Note.


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Viola! I now have the REALTORS® information stored as a contact in three places and I've asked the REALTOR® to connect with me on LinkedIn.

I no longer carry an ample supply of business cards with me because I'm clear I have a follow-up system in place that is converting, therefore I collect business cards and I demonstrate to REALTORS® how they too can set up a follow-up system that converts and keep them first in mind.


Marki_thumbnailWith 25 years of marketing experience, Marki Lemons Ryhal is a fifth-generation entrepreneur, third-generation restaurateur and first-generation infopreneur who has established herself as an award-winning social media speaker and course author. In a market where change is the only constant factor, Marki has used her dynamic, professional attitude and vast experience to become one of the top speakers in the country. 


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