I want to transfer business cards with my smartphone to my CRM without manual data entry
Scan business cards
Do you often exchange business cards during business meetings? With snapADDY CardScanner for iOS and Android, you can get the contact details of business cards into your CRM system with a single scan and without any typing. This way, you save a lot of time in follow-up or you can get productive during a boring presentation! A whole stack of business cards can be scanned and exported to the CRM system quickly and efficiently.
Download snapADDY CardScanner app
Download the snapADDY CardScanner from the Play Store (Android) or the AppStore (iOS). Once installed, open the app and log in with your credentials. If you later want to transfer the contacts of your business cards directly into the CRM system and not only into the phone book, then you need to initially establish the connection in the settings.
Scan business cards after the meeting
At trade shows or while visiting your customers, you often receive the business card of the person you are talking to. This contact data should now be captured digitally. For this purpose, press the + symbol in the app and select the camera to start the scan. If you have a pre-captured photo or want to use a QR code with the corresponding contact data, you have the possibility to do this as well. The contact data on the business card will now be identified and processed. As soon as this is done, you will receive a short confirmation message. You are then ready to scan the next business card!
View the results of the business card scan
When you have scanned enough business cards or when the trade show is over and you are back at work, you can review the data of the scanned business cards before sending them to different export formats.
Note: If you want to skip this & the following steps, turn on automatic export in the General settings. From now on, the export will then be done automatically to the default destination you set after scanning!
Direct export of the scanned business cards to the CRM
In the last step, you can have the captured data automatically created as a lead or contact in your CRM. You just need to configure the connection to your CRM once in the settings. For exporting, click on the icon of your CRM. The data record is now available in your CRM. The snapADDY CardScanner offers direct integrations to the following CRM systems:
- Microsoft Dynamics CRM
- SAP Sales Cloud
Exporting company data to other CRM systems via DataQuality.
If you also use snapADDY DataQuality in your software package, you can directly export data from the business card scanner to DataQuality. There you have the possibility to export to further CRM systems and additionally to get the company data of the contact automatically using the integrated company data search:
- Sage CRM
- Theseus CRM
Optional: Exporting the contacts to the phone book
Do you want to save your contact from the business card into your regular phonebook? Not a problem with snapADDY CardScanner. If you choose the export destination phonebook, then your contact is saved directly in your phonebook as a normal contact with just one click! Any additional info that cannot be assigned to a standard field will be attached as a note. So nothing gets lost!