Open the scanner, capture a card or badge, review the clean details, and the contact lands in your CRM ready for follow-up in five quick steps. [Test content untouch]
The scanner turns a paper card, event badge or digital contact into a clean, validated CRM record without manual data entry. Follow the five steps below to see the flow from capture to pipeline. [Test content untouch]
You open the scanner from your Salesforce Mobile App, your phone’s home screen or your desktop browser. Your camera loads in under a second and you’re ready to capture the first card. [Test content untouch]
You tap the scanner tile inside the Salesforce Mobile App. Your session stays inside Salesforce so you don’t switch context or log in twice. [Test content untouch]
You added the progressive web app to your phone’s home screen. Your scanner loads instantly, no App Store queue, no IT approval. [Test content untouch]
Your laptop has a webcam? You scan from the browser without installing anything. Your session syncs to the same queue your phone uses. [Test content untouch]
You point your phone at the business card, badge or QR code. Your scanner auto-focuses, crops and extracts the fields in under three seconds, you don’t line anything up perfectly. [Test content untouch]
You capture both sides if the card has content front and back. Your scanner merges them into one clean contact. [Test content untouch]
You scan the QR code on a conference badge. Your event API key pulls the full attendee profile, company, title, session attendance, into the contact. [Test content untouch]
Your prospect shares a digital card via QR or NFC? Your scanner handles those too, captured into the same clean workflow. [Test content untouch]
Your scanner extracts the name, job title, company, phone, email, website and address into labelled fields. You see them all on screen before anything saves. [Test content untouch]
You see the right string in the right field without re-mapping. Your scanner knows which numbers are phones vs fax and which strings are titles vs department names. [Test content untouch]
You capture leads at a trade show in Tokyo and the Japanese side of the card reads just as cleanly as the English. [Test content untouch]
Your scanner flags an invalid email or a malformed phone number before you save. You fix it with a tap and move on. [Test content untouch]
You scan a card, you answer three quick qualifying questions, you rate the lead, you tap save. Your record is ready for follow-up before you’ve even left the booth. [Test content untouch]
You configure the questions that matter to your team, budget, timeline, buying stage. Your scanner asks them in the same flow. [Test content untouch]
You tag a lead hot, warm or cold on the spot. Your follow-up team knows who to call first. [Test content untouch]
You scribble a note or dictate a voice memo. Your context sits alongside the contact record, not in a separate inbox. [Test content untouch]
You tap save and the contact, lead or opportunity lands in your CRM with the right owner, campaign attribution and nurture sequence already firing. Your work is done, your pipeline takes it from here. [Test content untouch]
Your scanner creates a Lead, Contact, Account and Opportunity as needed, or updates existing records when a duplicate is detected. [Test content untouch]
Your scanned leads attach to the right Salesforce Campaign automatically. Your exhibition ROI reports just work. [Test content untouch]
Your Pardot or Account Engagement nurture sequence fires the moment the lead saves. Your first follow-up lands in their inbox within minutes. [Test content untouch]
See the full five-step flow on your own cards and CRM with a live walkthrough from our team.
Book a Demo →Tell us about your project and a consultant will be in touch shortly. [Test content untouch]
