SOLUTIONS FOR IT ADMINISTRATORS

Clean up Salesforce Contact
and Lead data
with
little effort, easy integration,
and it’s free

Manual entry of business card contacts takes time and generates dirty and missing data.
Now you
can help your staff help you. Keep data fresh and accurate, and save time.

Download the app now on AppExchange

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.

Scan

Using an iOS or Android phone, up to 4 cards at once

Upload

Transfer card data to a Salesforce custom object in an instant

Automate

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.

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