Tweet
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.
success.salesforce.com/ideaView?id=08730000000HIpb
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.
success.salesforce.com/ideaView?id=08730000000HIpb
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