OneNote

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  • olof
    Senior Member
    • Jul 2018
    • 184

    OneNote

    Is there any possibility/ appetite for an OneNote inntegration.

    OneNote is a fantastic tool for taking notes in meetings. In our industry it has had massive adoption in the last couple of years - probably 90% of people using it despite a lot of Mac use (we are in the broadcast industry). It's collaborative editing, OCR, andwritign recognition, audio recording and online / offline sync can never be replicated in a web based application like EspoCRM but for a CRM to create value meeting / visit reports need to be available and reportable within the CRM.

    It seems like salesforce is planning something although its not available yet.



    Notes should be taken in an OneNote saved in Office365 sharepoint and should become linked with a meeting entry within Espo allowing your reporting module to report of frequency of interactions / meetings with customers.

    We suggested it with SuiteCRM who we currently use - they dismissed it out of hand because OneNote is Microsoft but I think this is shortsighted. For CRM to be successful the first priority must be 100% adoption and the quality of data capture.

    Any thoughts?

    Olof
  • CJJ
    Junior Member
    • Sep 2018
    • 2

    #2
    This would be a game changer!

    Comment

    • peterberlin
      Active Community Member
      • Mar 2015
      • 1004

      #3
      Better an interface to Evernote.

      Comment

      • olof
        Senior Member
        • Jul 2018
        • 184

        #4
        Are you sure..? We are in a high tech industry, if I go to an industry conference it’s probably 50% Apple and 50% Microsoft laptops but over 80% of users are taking notes in OneNote.

        Comment

        • olof
          Senior Member
          • Jul 2018
          • 184

          #5
          Are you sure? We are in a high tech industry, at conferences if probably 60% Apple and 40% Microsoft but at least 70% are taking notes in OneNote..

          Comment

          • peterberlin
            Active Community Member
            • Mar 2015
            • 1004

            #6
            I'm sure I'm not.
            sorry. I've always thought the high tech industry uses Microsoft CRM or Salesforce not espo.

            Comment

            • olof
              Senior Member
              • Jul 2018
              • 184

              #7
              I think most companies in our industry use Salesforce by a large margin.. But i don't see any reason they shouldn't use Espo. Its beautiful!

              Comment

              • surajtripathi
                Junior Member
                • Feb 2019
                • 1

                #8
                we are Salesforce development companies, and we know Salesforce is the best in market to use easy plug and play.

                Comment

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