Business card scanner for Salesforce.

All blog posts Moritz Linnig on 11 February 2019

With snapAddy card scanner you can easily transfer business cards to your Salesforce system with a simple photo in the app while you are on the go or in the office. Since last year, we have been supporting Salesforce, currently the leading provider of customer relationship management software. We also offer the business card scanner as part of the VisitReport trade fair solution, which not only records the contact data but also the relevant conversation data in your Salesforce as well. In this article we describe the features and setup of the business card scanner and the differences to the trade fair solution VisitReport.

Instructions: How to connect the business card scanner with your Salesforce.

The app is available for iOS and Android and is designed so that you can scan your business cards quickly and efficiently without having to perform too many steps in the app. The connection to Salesforce is completed in a short time and does not require any special technical knowledge:

Open the settings in the app by clicking on the gear icon in the upper right corner.
Go to the CRM System area and select Salesforce.
Enter your Salesforce account credentials and click Connect.

You have successfully connected the snapAddy business card scanner to your Salesforce CRM system!

Use case of the business card scanner.

The business card scanner is available from 5 euros per single user. There is no limit to the number of individual business card scans, so you can use the business card scanner at every trade show or for any field sales activity. You can learn more about the individual packages here.

The business card scanner is always the right choice when you only need to capture pure contact information. If your sales employee, for example in field sales, at a meeting or during an on-site customer visit, frequently deals with business cards that you want to quickly transfer to Salesforce as a lead or contact/account, then the business card scanner is the right solution.

If you also need to capture additional conversation information as part of trade show lead capture, the snapAddy VisitReport is the right tool. Thanks to universal lead capture, VisitReport can handle any scans and then create an enriched CRM contact from them.

snapAddy VisitReport for Salesforce.

The snapAddy VisitReport is the tool for the trade fair lead management of all incoming prospects and existing customers. In comparison to the business card scanner, the VisitReport has significantly more features for capturing data from the conversation via a questionnaire and can also capture sketches, attachments or signatures, which can then be conveniently saved in Salesforce. The license prices depend on the size of the company. The standard Premium package with 25 licenses costs 2.748 $ per year.

A sales representative will be happy to show you both solutions and the possibilities created by the direct connection to Salesforce in a web demo.

Rely on the market leader with snapAddy.

We at snapAddy GmbH have been developing various sales solutions with direct CRM support at our Würzburg location since 2015. Our aim is to offer the best address recognition worldwide. Since last year, we have been relying on a new parser technology with which Deep Learning can guarantee significantly improved recognition. The snapAddy parser is one of the best parsers for Latin characters worldwide!