iPhone Screenshots

Description

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

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

- 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.

- 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.

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

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

“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.

What’s New

Version 1.33.0

Made minor bug fix

Ratings and Reviews

3.5 out of 5
8 Ratings

8 Ratings

Elissa R. ,

Better scanner than most

Pro
Suggested address feature was pretty accurate. You can toggle it on or off.
Able to scan up to 4
Creates a staging section before actually saving

Con
The camera takes a little bit of time to recognize the business card
The camera trigger takes getting used to. You have to keep still after you click it until it actually takes the image

Overall, I would recommend

Busy person like you!! ,

Works greats and Sales Reps love it

Easy to setup and for reps to adopt! It scans very well and has awesome features like auto-fill missing fields (like zip code) and can correct scanned content to lower case.

Very recommended.

Developer Response ,

Thank you for your review. We’re glad you like our app. We’ll keep working to make the app more useful for you. If you have any questions, please feel free to contact us at anytime. Thank you!!
- Sansan Support Team

jmfresquez ,

Looks amazing

Looks amazing and I can’t wait to use it. Can scan multiple cards at once. Functionality is smooth and intuitive. Downloaded, installed, scanned... and then got a 403: forbidden error message that I can’t resolve.

Developer Response ,

Thank you for your review. If your issue hasn't been solved yet, please reach out to support@scantosalesforce.com so that we can work on it.
Sansan Support Team.

App Privacy

The developer, Sansan, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Location
  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Information

Seller
Sansan, Inc.
Size
104.8 MB
Category
Business
Compatibility

Requires iOS 11.2 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English, Japanese

Age Rating
4+
Copyright
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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