PRODUCT FEATURES
From business card to Leads
in a few seconds
All you need is just three clicks. Use your smartphone’s camera
to take a single shot of up to 4 cards. Review and upload the
data to Salesforce. Set it to Lead (or Contact). No more manual
entry. No more typos.
Scan to Salesforce Makes You
More Efficient
Scan Multiple Cards
Do 4 cards in just one shot. OCR and AI immediately transcribe them. It’s free and works with 16 languages.
Validate Addresses
Addresses are automatically validated and split into the right fields (street, city, state, zip/postal code, etc.).
Add Context
You can add the time and location you acquired the card, valuable for future reference.
Make Opportunites
Create multiple Leads with a single click. Associate owners and campaigns. Works with custom fields.
Keep Track
The business card image and your notes stay together with the transcribed data.
Portable and Mobile
Scan with the Scan to Salesforce mobile app (iOS/Android), process with the Salesforce1 app.
System Requirements
Salesforce Edition:
Professional, Enterprise, Unlimited, Developer, Performance
OCR Applicable Languages
English, Arabic, Chinese, French, German, Hindi, Indonesian, Italian,
Japanese, Korean, Portuguese, Russian, Spanish, Thai, Turkish, Vietnamese