Evernote vs. GridBuddy Connect vs. Sansan Scan (discontinued)

Evernote is an excellent tool for keeping track of client relationships and taking notes. The indexing is excellent, with text in images and text. However, a Wiki might be better for large-scale collaboration. It is a perfect use case for it, and it is hard to beat. To-do lists that need to be tracked or have due dates assigned do not work well in Evernote. It's almost like a library that anyone can add to, edit, tag, and reference. Evernote has a limited checklist function in terms of tasks meant to be kept in one place rather than reviewed and organized over time.

Incentivized

1. Making broad changes to data, like moving ownership of records from one user to another for a new Sales Rep or a moved Sales Rep. 2. Making broad changes to data for product changes, product introductions and such (product naming changes, product description changes, etc.). I recently had to make a change to the name of a Product Option. Product Options are a sub-object related to Product. This name change was in 22 places. Okay, 18 [is] not a lot, but to make this change individually 22 times is still very tedious and takes too much of my time. Instead, I set up my Grid with the Object and sub-Object and made all 22 changes at once with a mass change. Piece of cake. And I don't have to go back to several of the records to see if the change was made successfully (something you have to do with Dataloader). I could see the effective change all at once on my Grid screen.

Incentivized

Sansan Scan to Salesforce is well suited for scanning multiple business cards into Salesforce.

Incentivized

• Ability to share meeting notes with others (like that it works well with Rocketbook).
• The To-Do list helps with organization and project deadlines.
• Able to sync to multiple devices so you can use it in the office or in the field.

Incentivized

• Reshapes the user Interface into an intuitive, clean, easy and thoughtful way, meaning Salesforce can be practically used for applications that (in my Opinion) salesforce was never designed for.
• Mass updates are a God send, Leaving quick and meaningful notes, setting up meetings with clients or upcoming calls to maintain contact, all from the same screen without information overload... a real achievement.

• Quick and accurate scanning of multiple cards at once.
• Simple to use.
• Simple to make edits when importing into Salesforce.

Incentivized

• The free application's feature will meet most users needs, but the Premium plan is expensive.
• Though Evernote lets you create and manage notes effortlessly, its basic plan supports sync between two devices and does not support offline mode.
• Can't export data easily to other applications.

Incentivized

• Does not allow users to create new Campaign Member records; we would like to be able to add multiple Campaign Member records to a Campaign in a Grid.
• Does not allow users to create new Task records; we would like to be able to add multiple Tasks records related to the same user but multiple Opportunities and Contacts.

Incentivized

• I told Scan to Salesforce that I would appreciate an improvement that auto-corrects for all-capital letters, replacing them with lower case. They are currently looking into a fix.

Incentivized

I can't really imagine how much they'd have to charge me to make me quit Evernote. I can't really think of any technology that has changed my life as much without going back to email in the 90s, or the introduction of the iPhone. I know I sound ridiculous, but it would be really tough for me to live without it. If I were forced to choose between my smart phone (and keep in mind that I get lost in my driveway) and my Evernote, I'd probably choose my Evernote.

- Easy of use - Visual nature of using the product (as compared to Dataloader) - Quickness of making changes/updates/edits to long lists of records, live and real-time

Incentivized

• Basic visual organization - ability to create a notebook and store user notes inside of it.
• Basic easy navigation - You can quickly move in and out of files and notes.
• User intuitive addition - whatever you need to add to your document, it's relatively easy to understand and use.
• We find overall that we still want some functionality in creating better task lists, boards, and other things that we find in Notion - which is the tool that we use as a team notebook/storage space.

Incentivized

- Ease of use - Real-time and visible nature of making mass changes - Ease of setting up a Grid - Ease of filtering the Grid to see the records that I need to change

Incentivized

Generally issues are by connectivity and not Evernote availability but I have had issues in the past with cross-client consistency of data which Evernote Support has ID'd as bugs that are still unresolved as far as I know

Fast and clean interface. Just upgraded to Evernote 5

I bet you won’t even need to call their support. Their product has never failed me. Simply put. But if you were to email them to gather some details or help, I bet they won’t disappoint you. Don’t worry about the support, it’s the last thing you should worry about this product.

Incentivized

They are great

Incentivized

Make sure you think about your tags. If you end up with multiple similar tags then things aren't grouped together as you might prefer. For instance if you have a tag called Disney and Walt Disney, this will split up your articles. Evernote makes it simple to correct, but I suggest you make sure your users look closely at the existing tags before creating new ones.

GridBuddy was very easy to implement

Incentivized

The most similar program I have used is OneNote by Microsoft, and other note taking programs exist like Notepad and Microsoft Word but those programs do not offer syncing like Evernote does. There are newer programs in the space like Dropbox Paper and Google Docs which would be on a list of ones to consider.

Incentivized

This is the 1st inline editing product we have tested. The only reason we would ever go with another product is the price.

Incentivized

We tried another app, and it wasn't as quick or accurate.

Incentivized

• Evernote has allowed our school's over 3000 students and staff members to work more efficiently instead of spending time on making physical notes, clicking pictures, and uploading them to the cloud in order to share them
• The investment in Evernote Premium has also allowed for heavier files to be attached in each note such as student work that allows teachers to be certain that students have followed deadlines and finished assigned tasks
• Evernote has allowed our school to smoothly transition in and out of online learning as the local COVID-19 protocols change and student work requires one platform to be based on throughout

Incentivized

• Our sales executives save a lot of time reviewing all opportunities in a single editable view.
• Gridbuddy improves the functionality of our CRM by allowing us to edit multiple opportunities in one place.
• It is generally faster and easier to build a report in GridBuddy than it is in SAP C4C.

Incentivized

• Saved 30-45 minutes each day.
• Allows me to engage with leads by email much more quickly.
• Staying organized. (I can throw away old business cards after scanning)

Incentivized