Mobile Assistant used as an enhancement to Evernote

1. Mobile Assistant -- A Powerful Enhancement to Evernote
By Corey Westphal, President, Mobile Assistant
August 16, 2011 - A financial advisor, and Mobile Assistant user, recently recommended that I check out the note and
idea organizing software called Evernote. He described Evernote as an “extremely powerful tool” that helps to organize
his thoughts and ideas. He relies on Evernote as part of his daily practice and, as a regular user of Mobile Assistant as
well, explained how the combination of both services results in an extremely powerful and efficient data management
tool.
As president of Mobile Assistant, which is an easy, secure and extremely accurate way to document meeting notes and
information, I was intrigued to learn more about Evernote and how we could provide a benefit to users of this service.
After signing up for an account with Evernote, I immediately saw a similarity to a different type of software genre that
Mobile Assistant has positively impacted, Customer Relationship Management (CRM) software. By integrating with CRM
systems such as Advisors Assistant, Ebix SmartOffice, and Redtail, Mobile Assistant drastically increases the efficiency in
which data can be added to those CRMs. CRM users call Mobile Assistant immediately after a client meeting and speak
their notes, impressions and next steps. The notes are then delivered automatically into their CRM system, with no
typing, or cutting and pasting of the notes. Not only are the notes in the CRM more detailed, but the accuracy of Mobile
Assistant allows for extremely efficient documentation.
Evernote is similar to a CRM in that both are extremely powerful data management tools, but they are only as useful and
efficient as the time needed to input the information into their systems. Users must take the time and effort to
manually type in the required information. This is where Mobile Assistant can help; it dramatically increases the
quantity and detail of information provided by the user by eliminating the middle step. An additional feature of
Evernote that is extremely useful is the user’s ability to search the information that has been added to Evernote by
Mobile Assistant. The process is simple; Evernote users simply call Mobile Assistant and speak their notes, impressions
or other information into the phone. The dictation is converted into an email and sent back to the user. With one click
of the “Add to Evernote” button in the email, the note is posted to the user’s Evernote program, or, an even more
efficient option is for an Evernote user to include their Evernote email address in their email list with Mobile Assistant so
notes are automatically delivered directly to the Evernote program. It’s that simple.
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2. How Mobile Assistant works with Evernote:
1. Sign up for a monthly or annual Mobile Assistant unlimited plan at www.MobileAssistant.us. Access your
account online using the username and password included in your Welcome Email. Add your Evernote email
address (found in Tools/Account Info section) to the Mobile Assistant Email List as shown below:
2. Call Mobile Assistant and speak your notes, impressions, other information:
3. Your Mobile Assistant note is emailed to you and your Evernote email address, automatically adding the note to
Evernote where the content is now searchable:
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3. Mobile Assistant enhances Evernote in the following ways:
1. Add searchable notes to Evernote as easily as making a phone-call; No typing! No cutting and pasting!;
2. Increase the detail of notes by using Mobile Assistant when thoughts are fresh in your mind;
3. Notes are easily categorized in Evernote by stating the subject line at the beginning of the Mobile Assistant note.
See this recent article posted by Evernote titled “Emailing Into Evernote Just Got Better” http://t.co/AlBWJQo
4. Cost effective solution – for less than the cost of a cup of coffee per day, Mobile Assistant provides an extremely
easy and accurate way to add information into Evernote;
5. Mobile Assistant notes are time and date stamped; an important feature for documentation verification
purposes.
6. By utilizing professional transcription staff, Mobile Assistant notes are extremely accurate;
Combining the most accurate, cost efficient note-taking service in the world with Evernote, users of Mobile Assistant
and Evernote have a winning combination to efficiently capture, organize, and search meeting notes, impressions and
other information.
To learn more about Mobile Assistant or for a free trial visit www.MobileAssistant.us
or call us at 888-373-1916.
Take advantage of a 25% Evernote discount by entering discount coupon code “EVERNOTE” when you sign up
for a Monthly or Annual Plan:
To learn more about Evernote, visit www.Evernote.com
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