Digitize and organize your business cards & contacts with Evernote & Shoeboxed

and never leave work (or your job) without them…..

My friend was fired from her employment last week. After 18 years, severance package in hand, she is skipping all the way to Hong Kong to reflect on her life:). Sensing her imminent dismissal, she printed all her 800 + contacts in Outlook. When she realized she had to manually re-enter all of her contacts to a new system, she gave up. Don’t let that happen to you. From now on, when you get a new business card, here is an easy 1-2-3 system to move your contact management to Evernote via Shoeboxed.

Step 1: Scan your business cards with Shoeboxed.com using your iPhone/iPad

I created my workflow system in Evernote with the help of Shoeboxed. Shoeboxed is an online service which helps digitize bills, receipts for your accounting and tax system. However, they have a free service to digitize business cards. You can download the app on your iPad/iPhone for free. All you do is take a picture of your business card and then upload it for scanning and human review. You get a digitized version of the business card along with a photo of the card the very next day via email.

Step 2: Get Evernote

If you don’t have Evernote, you don’t have an online anchor system (video). Remember when you first discovered Google? No one does. It just entered our lives, seemlessly. It is the same for Evernote. All my research, my ideas, my marketing materials, pictures of favorites wines, recipes, are all there. But the power feature is my contact management system. When I moved contact management to my Mac, the synchronization between my computer and my iPhone went crazy.  I got stuck with 3 or 4 versions of duplicate contacts. I refuse to move my contacts to Gmail because Google knows too much about me. Moreover, being a lawyer, I still have major issues about privacy and Google. I needed a “safe haven” for my contacts where I can easily upload, access, email and call. Evernote is the easiest, most powerful online contact management system out there.

Step 3: Create a Contact notebook in Evernote

All your contacts will be located in this easy file in Evernote. When Shoeboxed emails you your digitized card, upload it in your Evernote’s contact notebook. From there, search keywords (maybe name, business, context) in Evernote to access your contact. Done. Easy.

Watch the workflow in this video below:

 

 

About sleclair

Suzanne is a "connected lawyer" and a cloud office fanatic. Suzanne helps other professionals like her, work out of the best espresso bars in the world. Suzanne runs, & runs her business anywhere.

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