I want to transfer business cards with my smartphone to my CRM without manual data entry
Scan business cards
You attend a lot of exhibitions and conferences and exchange business card quite often? snapADDY Business Card Scanner for iOS and Android supports you by transferring the data from your collected business cards to your specific CRM. This workflow saves you a lot of time in the aftermath of a trade fair. Scan your newly collected business cards and boost your productivity, e.g. during boring presentations!
Connect the app to snapADDY Grabber
When you use the app for the first time, you have to connect it to snapADDY Grabber. Click the “settings” in snapADDY Grabber and then “Business Card Scanner” (under “General settings”). Generate a PIN code and enter it in your app on your mobile device. A short confirmation of the successfull connection is shown. Your app is now linked to your snapADDY Grabber.
Scan your business cards!
Tap “Scan a business card” and make a photo of of a business card with your app. Crop the picture to the size of your business card and approve your selection. The contact data from the business card will now be identified and processed. A short confirmation message is shown, stating that the import was succesful. You can continue with the next card immediately!
View the results in snapADDY Grabber
If you’ve scanned all business cards or the exhibtion has ended and you’ve returned to your workplace, open snapADDY Grabber. All scanned contacts will be loaded into snapADDY Grabber. If you want to identify only your scanned cards, you can click the business card icon in the top navigation bar.
Export the results to your CRM
As a last step, you can automatically transfer the collected data as a lead or contact to your respective CRM system. Therefore, you have to connect snapADDY to your CRM only once. In this example we use Salesforce, but snapADDY offers many other CRM integrations. In order to export the contacts, you have to click the icon of your CRM and transfer the data as a lead or as a new contact. The contact data record is now available in your CRM.