Scan to Salesforce/Pardot
iPhone / Economie et entreprise
Adding leads from business cards to Salesforce/Pardot with your iPhone has never been so easy!
- Our proprietary OCR enables immediate yet accurate digitization of cards into leads or contacts of Salesforce, with unrivaled accuracy.
- Scan up to 4 cards at a time, and tap upload. It’s as simple as that. All the scanned contacts are instantly uploaded to a review page in Salesforce or Salesforce 1 app, where you can make any necessary additions or adjustments, and then allocate the leads accordingly.
- Unlike when inputting manually or via other means, with our transcription process you get consistent and accurate results. The contacts you scan are also viewable in the app, and you can even export them to your phone’s contact list.
- You can associate Leads with Campaigns and sync them with Pardot. Then you can automate email follow-up on all your event leads.
Best of all? It’s completely free, with no use limits or hidden charges!
“Scan to Salesforce/Pardot is simply the ultimate tool for importing contacts from business cards into Salesforce.”
****In order to use this app, your Salesforce administrator must first install the free Scan to Salesforce/Pardot app from AppExchange.****
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FeFeJUAV
Scan to Salesforce/Pardot is compatible with Professional, Enterprise, Unlimited, Developer, and Essentials editions, and is Lightning Experience ready.
Quoi de neuf dans la dernière version ?
Made minor bug fixes
