Scan Business Cards & Visiting Cards into Salesforce or CRM System Instantly | No Manual Data Entry

Описание: Scan Business Cards & Visiting Cards into Salesforce or CRM System Instantly | No Manual Data Entry

1️⃣ No More Manual Data Entry

• Scan business and visiting cards instantly
• Create structured Salesforce records automatically
• Reduce typing errors and capture leads faster
• Save time directly inside Salesforce Mobile App

2️⃣ Edit Before Saving – Accurate Data

• Review scanned details before saving
• Manually adjust fields when needed
• Maintain clean and verified CRM data
• Compatible with iOS & Android camera scanning

3️⃣ Native to Salesforce – No Separate App Required

• Built directly on the Salesforce platform
• Used inside the Salesforce Mobile App
• No external mobile app download required
• Secure and fully aligned with your Salesforce environment

4️⃣ Dual-Side Business Card Scanning

• Capture front and back in one workflow
• OCR merges extracted data automatically
• Avoid missing key details
• Ensure complete Salesforce records every time

5️⃣ Flexible Object & Field Mapping

• Save data into standard or custom objects
• Admin-controlled field mapping logic
• Configurable execution order
• Scan QR codes & barcodes for products, assets, inventory

6️⃣ Upload from Smartphone’s Photos Gallery

• Import saved business card images
• Upload QR codes, tags, badges, barcodes
• Supports GTIN, EAN, UPC formats
• Create Salesforce records from gallery images

7️⃣ Single Scan → Multiple Record Creation

• Create Lead, Contact, Account from one scan
• Update existing records automatically
• Create Opportunity or Custom Objects
• Admin-defined workflow logic

8️⃣ Smart Duplicate Prevention

• Configurable exact & fuzzy matching
• Check existing Leads, Contacts, Accounts
• Prevent duplicate record creation
• Maintain clean and reliable CRM data

9️⃣ Enterprise-Grade & Multi-Language Scanning

• Advanced OCR with multi-language scanning
• Supports various fonts and layouts
• Built to Salesforce development standards
• Secure, scalable, enterprise-ready architecture

🔟 QR Code & Barcode Scanning

• Scan QR codes, badges, and tags
• Support GTIN, EAN, UPC barcodes
• Create product and inventory records
• Ideal for events, logistics, and asset tracking

1️⃣1️⃣ Event & Campaign Lead Capture

• Scan attendee badges instantly
• Create leads in real time
• Reduce post-event data entry
• Accelerate follow-up process

1️⃣2️⃣ Inventory & Asset Management

• Scan product barcodes on-site
• Update stock levels instantly
• Track equipment and asset status
• Improve warehouse accuracy

1️⃣3️⃣ Real-Time CRM Data Quality Control

• Verify data before saving
• Merge duplicates intelligently
• Improve reporting accuracy
• Strengthen Salesforce data integrity

📱 Scan Using Mobile or Smartphone’s Camera

• Scan business cards, visiting cards, tags, and badges
• Use iPhone or Android mobile camera
• Create Lead or Business Card records instantly
• Works seamlessly inside the Salesforce Mobile App

🛡 Built to Salesforce Development Standards

• Adheres to Salesforce’s highest development standards
• Follows PMD rules and ESLint for JS validation
• Uses CSpell for code quality and consistency
• Ensures security, reliability, and high performance

1️⃣4️⃣ Admin Control & Governance

• Permission-set based access control
• Define who can scan and create records
• Centralised admin configuration
• Align scanning logic with organisational policies

1️⃣5️⃣ Configurable Matching Rules

• Define matching at object level
• Control exact or fuzzy logic thresholds
• Prioritise object search order
• Customise duplicate behaviour per use case

1️⃣6️⃣ Sales Productivity Acceleration

• Capture leads instantly during meetings
• Eliminate back-office data entry tasks
• Shorten time from scan to follow-up
• Increase conversion speed and responsiveness

1️⃣7️⃣ Works for Global & Multilingual Teams

• Scan international business and visiting cards
• Supports multiple character sets and layouts
• Ideal for global sales organisations
• No separate translation tools required

1️⃣8️⃣ Data Security & Platform Integrity

• All processing stays within Salesforce
• No external data storage required
• Fully native platform architecture
• Supports enterprise security expectations

1️⃣9️⃣ Use Cases Across Industries

• Corporate sales teams
• Trade shows and exhibitions
• Field service & maintenance
• Healthcare & pharmaceutical environments

2️⃣0️⃣ Designed for Long-Term CRM Growth

• Scalable architecture
• Supports custom object expansion
• Adapts to evolving workflows
• Future-ready Salesforce integration

2️⃣1️⃣ Business Impact & ROI

• Reduce manual entry time by up to 70%
• Improve CRM accuracy and reporting
• Prevent costly duplicate cleanup
• Protect long-term CRM data quality

2️⃣2️⃣ Why Choose Application House

• Dedicated Salesforce ISV partner
• Continuous product investment
• Enterprise-focused development standards
• Long-term commitment to platform innovation