With snapADDY card scanner you can easily transfer business cards to your Salesforce system with a simple photo in the app while you are on the go or in the office. Since last year, we have been supporting Salesforce, currently the leading provider of customer relationship management software. We also offer the business card scanner as part of the VisitReport trade fair solution, which not only records the contact data but also the relevant conversation data in your Salesforce as well. In this article we describe the features and setup of the business card scanner and the differences to the trade fair solution VisitReport.
Instructions: How to connect the business card scanner with your Salesforce
The app is available for iOS and Android and is designed so that you can scan your business cards quickly and efficiently without having to perform too many steps in the app. The connection to Salesforce is completed in a short time and does not require any special technical knowledge:
- Open the settings in the app by clicking on the gear icon in the upper right corner.
- Go to the CRM System area and select Salesforce.
- Enter your Salesforce account credentials and click Connect.
You have successfully connected the snapADDY business card scanner to your Salesforce CRM system!
Use case of the business card scanner
The business card scanner is available from 6 $ per single user - from a user number of 100 users this price drops to 1.85 $ per month and user! The number of business card scans is always unlimited, so you can accompany any trade fair or field service with the business card scanner. More information on the individual packages can be found here.
The business card scanner is always the right choice when it comes to recording pure contact data. If your sales staff, for example in the field, at meetings or customer meetings on site, often has to deal with business cards that you simply want to quickly transfer as a lead or contact/account in Salesforce, then the business card scanner is the right choice. The snapADDY VisitReport is the fitting tool when it comes to capturing further information from the conversation itself as part of a trade fair lead solution.
snapADDY VisitReport for Salesforce
The snapADDY VisitReport is the tool for the trade fair lead management of all incoming prospects and existing customers. In comparison to the business card scanner, the VisitReport has significantly more features for capturing data from the conversation via a questionnaire and can also capture sketches, attachments or signatures, which can then be conveniently saved in Salesforce. The license prices depend on the size of the company. The standard Premium package with 25 licenses costs 2.748 $ per year.
A sales representative will be happy to show you both solutions and the possibilities created by the direct connection to Salesforce in a web demo.
Rely on the market leader with snapADDY
We at snapADDY GmbH have been developing various sales solutions with direct CRM support at our Würzburg location since 2015. Our aim is to offer the best address recognition worldwide. Since last year, we have been relying on a new parser technology with which Deep Learning can guarantee significantly improved recognition. The snapADDY parser is one of the best parsers for Latin characters worldwide!