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Scan to Salesforce/Pardot

價格:免費

更新日期:1970-01-01

檔案大小:109.7 MB

目前版本:1.28.0

版本需求:系統需求:iOS 11.2 或以後版本。相容裝置:iPhone、iPad、iPod touch。

Scan to Salesforce/Pardot(圖1)-速報App

Adding leads from business cards to Salesforce/Pardot with your iPhone has never been so easy!

Scan to Salesforce/Pardot(圖2)-速報App

- Our proprietary OCR enables immediate yet accurate digitization of cards into leads or contacts of Salesforce, with unrivaled accuracy.

Scan to Salesforce/Pardot(圖3)-速報App

- 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.

Scan to Salesforce/Pardot(圖4)-速報App

- 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.

Scan to Salesforce/Pardot(圖5)-速報App

- You can associate Leads with Campaigns and sync them with Pardot. Then you can automate email follow-up on all your event leads.

Scan to Salesforce/Pardot(圖6)-速報App

Best of all? It’s completely free, with no use limits or hidden charges!

Scan to Salesforce/Pardot(圖7)-速報App

“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.