Scan to Salesforce/Pardot

Scan to Salesforce/Pardot Software


Company Name:


 
  2024-01-25

Scan to Sales Overview


What is Scan to Sales? The Scan to Salesforce/Pardot app is a free tool that allows users to easily add leads from business cards to Salesforce/Pardot using their iPhone. The app uses proprietary OCR technology to accurately digitize business cards into leads or contacts in Salesforce, with unrivaled accuracy. Users can scan up to 4 cards at a time and upload them to Salesforce with just a tap. The app also allows users to associate leads with campaigns and sync them with Pardot for automated email follow-up.



Features


- Proprietary OCR technology for accurate digitization of business cards into leads or contacts in Salesforce

- Scan up to 4 cards at a time and upload them to Salesforce with just a tap

- Consistent and accurate results compared to manual input or other means of digitization

- View scanned contacts in the app and export them to your phone's contact list

- Associate leads with campaigns and sync them with Pardot for automated email follow-up

- Completely free with no use limits or hidden charges

- Compatible with Professional, Enterprise, Unlimited, Developer, and Essentials editions of Salesforce

- Lightning Experience ready.



Official Screenshots


         


Product Details and Description of



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.




Top Reviews

By LDLouie

Very helpful

Seamless and quick data input from business card to Salesforce

By Steve altork

Amazing app

It’s an amazing app with great features. The ocr for the card reader is close to perfect

By Busy person like you!!

Works greats and Sales Reps love it

Easy to setup and for reps to adopt! It scans very well and has awesome features like auto-fill missing fields (like zip code) and can correct scanned content to lower case. Very recommended.





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