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New in CardScan for CRM 4.1 |
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Hardware support for all CardScan 700c and 800c scanners |
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Simplified silent install and activation process with site-wide license keys |
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Improved “Find Account” search feature, with date and owner fields added |
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Auto-start feature: Insert a card into the scanner and the program will automatically launch |
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Email signature card: Include a scanned image of your business card in every outgoing email with Outlook 98 or later |
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CardScan for CRM Case Studies
CardScan ROI Case Study
This case study provides a detailed examination of the benefits, costs, ROI and payback period for an installation of CardScan for CRM. The company profiled in this case study is a key subsidiary of a Fortune 200 company that manufactures and delivers products and services both to the commercial and consumer markets.
Download the Case Study on the ROI of CardScan for CRM now >>
Ridge Tool Transforms Lost Opportunities
into Sales — with CardScan for Microsoft CRM
When Ridge Tool Company migrated to Microsoft CRM, they knew they needed to do
something else better as well: contact capture. After all, even the best CRM system will
fail, especially in terms of sales and marketing performance, if the right information on
prospects and customers is not inputted on a regular basis.
For Ridge Tool, the roadblock to making this happen was the mountain of business cards
collected in the field each week. Salespeople were naturally reluctant to spend valuable
selling time keying in the information. And because typing skills were all over the map,
errors occurred. The result? Contact profiles in the CRM database were often missing,
incomplete or inaccurate. But today that problem is solved. Thanks to a solution that is fast
becoming the best practice for CRM data entry: CardScan.
Download the Ridge Tool Case Study now >>
CardScan Boosts CRM User Adoption and Data Quality for GS Metals
It is a common problem for companies that have salespeople spread out across the
country. How do you integrate the information they collect on prospects, customers and
opportunities into a central CRM system? Especially when salespeople are on the road and
in busy environments that make typing in data difficult?
“ It was definitely a problem for us,” says Ken Mathias, Chief Information Officer for GS Metals Corp. “The whole success of our new CRM system depended on incorporating sales information gathered by individuals in the field — quickly and accurately.”
“But,” as Chris Wilkinson, Director of Sales, puts it, “we were worried about two things:
getting our people to use the system [user adoption] and data quality.” Both top-of-thecharts
in terms of why CRM programs fail.
Fortunately, however, these two concerns were put to rest — thanks to a proven best
practice in data capture and integration: CardScan.
Download the GS Metals Case Study now >>
Vocera Accelerates the Sales Cycle
with CardScan for CRM
When there are multiple people involved in selling a product or service, everyone needs
to be on the same page — continuously. Otherwise, the sales cycle becomes sluggish and
inefficient, leading to lost opportunities.
That was the challenge faced by Vocera Communications Inc., a fast-growing technology
innovator headquartered in California. The company has an international team of salespeople,
plus managers and in-house support staff, that all participate in the sales process.
However, sharing contact information on leads and prospects was a struggle.
Fortunately, CardScan helped solve this problem.
Download the Vocera White Paper now >>
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