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Contact Data Capture
In addition to accurately reading scanned business cards, CardScan 'drag and drop' technology also captures e-mail signatures, contact information on websites, and other digital contact data. CardScan then accurately parses and recognizes the information and transfers it into your CRM system. |
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Duplicate Detection and Replacement
CardScan improves the accuracy of your CRM database by checking for duplicates before transfer to system. CardScan also compares transferred records with existing records in CRM and gives the option to update the existing contact/lead/account with the new CardScan data. |
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Assign Contacts and Leads to Other Users
During the transfer into your CRM system, you can assign a contact and account to another CRM user. The list of CRM users is configured by your administrator, and the number of users you can assign contacts, leads or accounts to is limited to those who have CardScan for CRM software licenses. |
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Import Lead Qualifier Data
Exhibit at trade shows? You can now use CardScan Lead Qualifier to capture both contact and qualifying information and map these extra fields to your CRM system. It’s one stop shopping to turn your trade show leads into useful information. |
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Create, Map or Set Required Fields
Users can create and modify additional fields before transferring data into the CRM system with customizable field mapping. Administrators can also set required fields to prevent users from transferring incomplete data into the CRM database. |
