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  • 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.

    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

  • #2
    This would be a game changer!

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    • #3
      Better an interface to Evernote.

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      • #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.

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        • #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..

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

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            • #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!

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

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