June 16, 2016

33 Ways to Use Evernote In Your Food Business Today!

Evernote has become my food professional’s go-to note-taking app. But it does so much more.

By Tim Forrest

You’re working a market with a rep and looking at multiple stores and sets. At the end of a long day, you can’t remember which store set or shelf has the biggest opportunities for your products. 

Where do you focus your effort? Never fear. You whip out your device, open your Evernote app and email the detailed notes and photos you took at each store as a record to your rep. Those notes serve to document the field conditions of the market and are useful in building action plans.

Evernote can be one of your most valuable business tools if you get into the habit of using it. The program makes it easy to locate information when you need it, and it shares that information selectively with customers or other business contacts. Because Evernote can search through PDF files and text in images, just about anything you can get into Evernote from your computer or cell phone as text, or cell camera and is searchable later. Also, when you update Evernote on your phone, tablet, desktop or the Web, all your other devices get synced automatically.

Here are 33 ways to use Evernote in your food business:


1. Take photos of shelf sets, pricing, competitive products potential customers etc… and send to Evernote from the field. You just email to a personalized Evernote email address.

2. Take photos on your cell phone and then text your notes and pictures to Evernote so you can remember the event or people's names enjoying your product.

3. Document cooking, event, or manufacturing process with pictures and text messages sent to your personalized Evernote email address.

4. At retail, take photos and text notes to document out of stocks at retail locations. Use GPS-enabled phone to capture location address too.

5. Evernote is the best image annotation software I’ve ever used. Annotate any image with Evernote and easily send via email to anyone reference needed changes or updates. Great for use with your graphics or online person. Use to show where your product should go on-shelf and annotate image with arrow.

6. Clip internet images, pieces of text or entire pages to a note.

Office Time Management and Accounting

7. Create a Notebook for each customer. You can securely share the entire Notebook online with rep, buyer and others.

8. Create an Assistant Notebook to share instructions and notes with an assistant.

9. For managers, create Sales or Food Broker Notebooks to track sales progress, retail situation and transactions.

10. Add task-completion checkboxes to notes to keep track of when reps and assistants complete tasks.

11. Take cell phone photos of receipts and then text them to Evernote for record keeping. Remember, photos and texts are searchable in Evernote.

12. In the test kitchen, take cell phone photos of food preparation and recipe ideas in development, text them to Evernote. Also, Set up a notebook for each new product in development and send product and FDA labeling information to the notebook.

13. To copy documents without hassle, set up Evernote to monitor and auto-sync with folders on your computer.

Closing Deals

14. Use a service, such as Google Voice or CallWave to transcribe your voicemails into text and then forward the texts with audio, to an Evernote Deal Notebook.

15. When you are accompanying a rep, use pictures and text messages to document market and condition issues. Send them to a specific Evernote notebook.

16. Use before and after cell phone images to document completed display build or pos installation, and send them to an Evernote note for filing.

17. Your photos of documents and handwritten notes are searchable. Grab screenshot or take photo of whiteboard, Moleskine notes, handwritten meeting notes, webinar notes and send them to Evernote via text.

18. Before a pallet is shipped, document pallet build, neatness, corner posts and shrink-wrap with a photo, and text it to Evernote.

19. Create a folder for each customer and store all related emails, documents, notes, text messages and voicemails there.

20. Archive closed or past customer folder notes to a hard drive cloud based service, like Dropbox, or CD for recall. This allows you to delete the notebook in Evernote to keep organization easy.

21. Keep an idea Notebook where you can store marketing ideas and product ideas you clip from websites, notice at retail or get as links from your reading.

22. Share ideas from around the Web with your web developer team or blog helper so you can ask "Can we do this?"

23. Work directly in Evernote, rather than other software, to make sharing or sending via email easy and quick. Add to the Note as ideas develop.

24. Take photos of business cards, and then toss the cards. Evernote will search in the text on the photo so you can find the info quickly with it special software.

25. Automatically forward online EDI order documents to Evernote for storage and retrieval.

26. Keep Evernote notes of each customer or buyer organization. List purchase details, category review dates, photos of sets, rep and buyer specifications along with contact details.

27. Create an Image and Information Notebook to share with prospective journalist and buyers via email.

28. Document customer visits for managers and PR purposes with pictures and text messages, copy to Evernote.

29. From your cell phone, call in notes during a day of travel using Jott.com. Save them to Evernote.

30. For food brokers, impress vendors by taking cell phone images of presentations and buyers reactions to a product presentation including text with date and notes. Save them to Evernote.

31. Clip product and flavor ideas that fit your product line, save to a Notebook and send that Notebook to the appropriate person in product development.

32. When other people at the retailer email or call you with feedback about a purchase, send that email or voice mail to a Customer Notebook and share the notebook with your assistant.

33. Send immediate voice-to-Jott feedback to managers and staff when you're working a trade show and walking the floor.

On a daily planning basis, I use it each morning to write-out 10 new ideas and it's become my "idea machine" capture device over the past few years. This one action each morning with Evernote has been a real and massive gamechanger in my world. 

How do you use Evernote? Do you have a better notetaking app? 

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