Scan to Salesforce/Pardot 1.38.2

Sansan, Inc. – Freeware – iOS
av 25 röster

Senaste versionen
1.38.2 Säkert att installera

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Adding leads from business cards to Salesforce/Pardot using your iPhone is now more convenient than ever.

<ul>
<li>Our exclusive OCR technology facilitates the swift and precise digitization of cards into leads or contacts within Salesforce, boasting unparalleled accuracy.</li>
<li>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.</li>
<li>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.</li>
<li>By associating Leads with Campaigns and syncing them with Pardot, you can automate email follow-up for all your event leads.</li>
</ul>
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.

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