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
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
Comment