Tools of the Trade: Evernote

In the busy world we live in, we all have our secrets to being more productive and more organized. Technology lends itself to creating more solutions. Lead Liaison is one of those solutions, and we have clients all over the globe that agree! But we didn’t get here by using outdated resources. Here at Lead Liaison, we’ve got several “tools of the trade” that help us be the best that we can be. In this series, we will talk about some of the online tools that we use to be more effective in our day. In today’s post, we’ll talk about Evernote.


What is Evernote?

Evernote is a “project management tool”. Essentially, it’s a tool used to take, organize, and store notes. Evernote can be downloaded to your computer, accessed by a browser, and even has iOS and Android apps.


Evernote allows users to organize their Notes within Notebooks. I use their Search function a lot, because I take TONS of notes! Using the Search function gets me to where I need to be quickly. And that’s important when I’m trying to jot something down before I forget it. The interface is so simple, yet beautiful. It’s not complicated or overwhelming. They offer the same text capabilities as any other document interface (formatting options, bullet points or number lists, linking, etc.). Users have the ability to upload PDFs or other documents to their notes, as well as connect Evernote to Google Drive for linking relevant projects. It also has browser extensions that allow you to save a web page, in its entirety, with just one click.

How Do We Use It?

Professionally, I have notebooks for partnerships, vendors, marketing campaigns, internal meetings, how-to’s and useful videos/articles (I use the Web Clipper for this one). Within those notebooks, I have a note for each item. Within that note, I track updates. For example, if I have a call with Vendor A, I’ll search for that vendor’s name before I hop on the call. The search function will take me to the specific Vendor A note, which is organized in my “Vendor” notebook. Within my note, I’ll record the date and purpose of the call, and then use the bullet-point function to keep track of our conversation.

I take all meeting notes in Evernote, as well, so that I can easily reference them later. Whenever we have a new Feature Release, I’ll take notes in Evernote of the internal unveiling so I can easily relay the information to my clients without forgetting key points.

Personally, I use it for journaling, recipes, and keeping track of important phone calls, account information, or notes from pediatrician appointments.


Their basic package is fantastic, and it’s free! It allows up to 60MB of new data per month, and will sync across two devices (computer and phone). It’s everything you need to get started, and might even be enough to sustain you. I take notes every day, and I haven’t run into a problem yet. It’s everything that I need.

They’ve got two paid plans, Plus ($35/year) and Premium ($70/year). Those offer many more capabilities, like email forwarding, text search for PDFs or Microsoft Office documents, and customer support. They’ve also got a Business plan, and companies like CareerBuilder use it as their company standard. Evernote is our company standard as well, but as I mentioned earlier, the basic package is powerful enough for our needs. Visit Evernote’s Pricing Page for more information on the capabilities of each plan.

Lead Liaison uses relevant and useful tools to help achieve daily tasks. The completion of those daily tasks results in better sales and marketing software solutions for our clients. To find out more about the capabilities that Lead Liaison has to offer, check out our Platform Overview page or request a free demo.

Lead Liaison Debuts Integrations Marketplace

One of the most vital parts of a marketing automation partner is their level of integration with other key platforms in the marketplace. Lead Liaison realizes the importance of this, and has built a robust list of integrations. From CRMs to Social to Tools and Productivity, their robust marketing automation suite has it all covered. Lead Liaison integrates with over 400 3rd-party applications. In addition to native integrations, their full-featured API and Zap offer additional ways to connect the system’s capabilities to other applications and create personalized integrations. Their fully extensible sales and marketing system can be tailored to the needs of businesses of all sizes.


It’s important to have a company’s CRM, the central hub for contacts, accounts, and opportunities, and marketing automation suite communicate with each other. Lead Liaison’s levels of communication go deep with Customer Relationship Management tools like Salesforce and Pipedrive. Powerful integrations also include Base, Insightly, Microsoft Dynamics, ConnectWise, Zoho CRM, and more!

Marketing and Communication

What if users had the ability to track opens, clickthroughs, and subsequent website activity from individual, one-to-one emails? Lead Liaison has built-in capabilities to track and provide real-time browser notifications with emails sent through Google Chrome (Gmail) and Outlook with Send & Track. And, although Lead Liaison provides an easy-to-use email builder right within their application, they also understand the need to integrate with other email providers like MailChimp, Constant Contact, and more.


In today’s world, social media is an important piece of marketing and sales. But, managing several platforms can get confusing and time-consuming. Lead Liaison offers the ability to post to platforms like Twitter, Facebook, and LinkedIn with the push of one button. In addition to that, the marketing automation suite uses thousands of social data points from over 100 different social networks to enrich profile records. This gives more insight for sales, and helps marketers better target and retarget their database.

Tools and Productivity

GoToWebinar, Google AdWords, Google Analytics, ZoomInfo, and WordPress are some of the more well-known productivity tools that Lead Liaison connects to. They also connect to 28+ payment gateways, making it easier for companies like nonprofits or other B2C companies to make financial transactions without leaving their “home base”.

“We’re excited to showcase these powerful integrations, because it exposes just how seamless everything can be for our users. Removing friction from our user experience makes it easy to get things done. And don’t we all want more ways to make our jobs easier and more efficient?” – Jen Worsham, Director of Marketing

In addition to the multiple, natively integrated solutions on the integrations page, Lead Liaison offers the ability to connect with over 400 third party applications utilizing the powers of Zapier.

About Lead Liaison

Lead Liaison provides cloud-based sales and marketing automation solutions that helps businesses accelerate revenue by attracting, converting, closing and retaining more prospects. Filling a void in the small pool of marketing automation providers that focus on marketing-centric functionality, Lead Liaison gives equal focus to sales providing sophisticated visitor tracking and additional website engagement tools to boost sales effectiveness. Lead Liaison blends ease-of-use, a flexible business model, deep external integration, marketing across social, web, mobile, email and offline channels and powerful functionality, all specifically tailored for mid-sized businesses, into a single platform, called Revenue Generation Software®. Lead Liaison is headquartered in Allen, Texas, near Dallas. For more information, visit or call 1-800-89-LEADS (895-3237).


Service Level Agreement

Service Level AgreementFacts support a widening gap between sales and marketing teams. Read our article on sales and marketing alignment to see what we mean. Businesses must focus sales and marketing teams on common criteria; in particular, revenue generation. The first step in brokering alignment of sales and marketing teams is to establish an agreement, a set of rules, defining how sales and marketing will interact with each other. Many businesses are creating a Service Level Agreement (SLA) between sales and marketing to serve this purpose.

“Sales and Marketing must collaborate on defining leads and marketing objectives. You can make a huge impact by focusing first, on creating an Ideal Customer Profile (company-wide, for each product, service or solution). Then, create the Universal Lead Definition of a ‘sales-ready lead.’ Finally, connect the marketing/sales process to customer’s buying process.” Read more here. – Brian Carroll” company,

What should a Service Level Agreement contain?

As Brian Carroll highlights, companies should agree to definitions of leads, ideal customers, and adapt to customer’s new buying habits. These are just a few examples of items that should be included in a Service Level Agreement. In addition, businesses should include:

  • Purpose of the Agreement
  • General definitions
  • Lead scoring model
  • Lead response process and timeline
  • Lead nurturing program
  • Metrics / goals
  • Sales and marketing responsibilities
  • Review period
  • Term
  • Acceptance

Complementary Service Level Agreement for sales and marketing

Lead Liaison’s revenue generation software provides the technology to deliver many of the components of a Service Level Agreement; however, it’s a best practice to first develop a guideline for your lead management in the form of an Agreement. We understand every business is different. Small business, large businesses, different products, different markets, etc; but, we can agree most businesses are similar in a few regards. They lack efficient lead management processes and have misaligned sales and marketing teams. As a result, the “framework” of any Service Level Agreement is similar.

We took an opportunity to create a Service Level Agreement template to get you started. We will be posting the template shortly. The template will be accessible via this post. Please check back shortly.

We welcome your feedback, comments and suggestions. What else should be included in a Service Level Agreement between sales and marketing?

To be alerted of future posts, please click on the RSS button.