SOLUTIONS FOR IT ADMINISTRATORS
Clean up Salesforce Contact
and Lead data
little effort, easy integration,
and it’s free
Manual entry of business card contacts takes time and generates dirty and missing data.
can help your staff help you. Keep data fresh and accurate, and save time.
Users scan, upload, and
centrally manage contacts
See business cards each user uploads and create Leads and Contacts.
Designate allowable objects when granting user permissions.
Using an iOS or Android phone, up to 4 cards at once
Transfer card data to a Salesforce custom object in an instant
Eliminate manual data entry and boost productivity
Avoid duplicate Leads, Contacts, and Accounts
When creating Contacts directly from Scan to Salesforce, look up Accounts and prevent duplicates. Salesforce Matching and Duplicate rules apply.
Keep customer data
fresh and detailed
Add the full range of business card data to Salesforce Leads or Contacts for greater personalization and accuracy.
Align with your entry rules
Designate the owner, Lead source, and custom field values when creating Leads and Contacts.
You control user privileges
As the IT administrator, you can restrict data transfer to Contacts or Leads and disable viewing of one another’s business cards.
Secure your data at every stage
Communication is with servers using TLS protocol. We do not host any of your business card data. Your data is all yours, and it’s secured.
Find out about our