Scan to Salesforce

What is Scan to Salesforce?

This free app enables users to import contacts from business cards directly into Salesforce with high accuracy. By leveraging proprietary optical character recognition (OCR) technology, the app delivers a digitization process that boasts an industry-leading 99.9 accuracy rate. Users can efficiently scan up to 4 business cards at a time, with the scanned data seamlessly transferring to Salesforce with a single tap. All imported contacts are immediately viewable within the app and also appear on a dedicated review page in Salesforce, allowing users to make any necessary adjustments before allocating the leads. This streamlined workflow empowers sales professionals to close leads faster by automating the otherwise cumbersome process of manual data entry from physical business cards

Highlights

• Highly accurate business card digitization with 99.9 OCR precision
• Ability to scan up to 4 cards at a time
• Instant upload of scanned contacts to Salesforce
• Dedicated Salesforce review page for adjusting lead data
• In-app visibility of all scanned contacts