Streamline Your Lead Management with Scan to Salesforce/Pardot
Scan to Salesforce/Pardot by Sansan, Inc. offers an efficient way to capture and organize leads directly from business cards into your Salesforce or Pardot systems, improving productivity and data accuracy.
Adding leads from business cards to Salesforce/Pardot using your iPhone is now more convenient than ever.
- Our exclusive OCR technology facilitates the swift and precise digitization of cards into leads or contacts within Salesforce, boasting unparalleled accuracy.
- You can scan up to 4 cards simultaneously and with a single tap, initiate the upload process. It's that straightforward. The contacts scanned are promptly transferred to a review page within Salesforce or the Salesforce 1 app, allowing you to make necessary modifications and appropriately allocate the leads.
- Through our transcription process, you can expect consistent and precise results, unlike manual data input or alternate methods. Furthermore, the contacts you scan are visible in the app, and can even be exported to your phone's contact list.
- By associating Leads with Campaigns and syncing them with Pardot, you can automate email follow-up for all your event leads.
Moreover, Scan to Salesforce/Pardot is completely cost-free, devoid of any usage limits or concealed charges!
"Scan to Salesforce/Pardot proves to be an indispensable tool for seamlessly importing contacts from business cards into Salesforce."
In order to utilize this application, your Salesforce administrator must initially install the Scan to Salesforce/Pardot app from AppExchange for free. (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.
Overview
Scan to Salesforce/Pardot is a Freeware software in the category Business developed by Sansan, Inc..
The latest version of Scan to Salesforce/Pardot is 1.38.2, released on 03/26/2024. It was initially added to our database on 03/26/2024.
Scan to Salesforce/Pardot runs on the following operating systems: iOS.
Users of Scan to Salesforce/Pardot gave it a rating of 4 out of 5 stars.
Boris Weber
I am an editor at UpdateStar. I started as a support engineer, and am now specialized in writing about general software topics from a usability and performance angle among others. I telecommute from UpdateStar’s Berlin office, when I am not working remote as a digital nomad for UpdateStar. When I'm not analyzing the latest software updates, you can find me exploring new cities, immersing myself in local cultures, and discovering innovative tech trends across the globe.
Latest Reviews by Boris Weber
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