- Our proprietary OCR enables immediate yet accurate digitization of cards into leads or contacts of Salesforce, with unrivaled accuracy.
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.
Scan to Salesforce/Pardot is compatible with Professional, Enterprise, Unlimited, Developer, and Essentials editions, and is Lightning Experience ready.
The contacts you scan are also viewable in the app, and you can even export them to your phone’s contact list.
- Unlike when inputting manually or via other means, with our transcription process you get consistent and accurate results.
- You can associate Leads with Campaigns and sync them with Pardot.
Then you can automate email follow-up on all your event leads.
- Scan up to 4 cards at a time, and tap upload.
It’s as simple as that.