Objective:
Add new contacts to ACT! by simply scanning their business cards
Create a follow-up and a history with the details
Enable duplicate checking
Competitive Landscape:
Enter details without 3rd party applications or manual data entry
The software has to be ACT! compatible rather than producing a file that is later imported
Process has to be fast to allow scanning of large volumes of cards
Lack of Duplicate Checking in some products creates data issues
The Solution:
Using Scan IT with CardScans’ Executive 600 – which you can purchase for a low $121 – depending on the amount of units you need. After we enter the card the scanner starts automatically the scanning. Then we can check if the details are correct or we can enter additional information manually. There is the possibility to create a history (e.g where you met this person, what you talked about) and / or create a follow up activity (e.g to send info material, make a phone call). If the contact already exists, you can choose whether you want to update this contact or create a duplicate. A scanned image of the card can be attached to each contact record, so you can still identify your contacts by their individual cards.
Highlights:
- Phone, fax & mobile numbers will be saved in a proper format with country codes
- Country will be recognized by the phone numbers and email/website domain
- Adds contact to selected group(s)
- Set default values in the activity or history
- Screenshot function to get contact details out of emails, letters, websites
- Referred by – functionality
- Select contact status
- Duplicate checking
- Works with any CardScan personal or business card scanner, version 500 or higher
Conclusion:
With Scan IT you’ll never waste time entering business card information again.
