Scan to Salesforce/Pardot – Ultimate Tool for Importing Contacts from Business Cards into Salesforce
Scan to Salesforce/Pardot is a free Android app developed by Sansan Inc. that allows you to add leads from business cards to Salesforce/Pardot with ease. This app uses proprietary OCR technology that enables immediate and accurate digitization of cards into leads or contacts of Salesforce. You can scan up to 4 cards at a time and upload them with a single tap. All the scanned contacts are instantly uploaded to a review page in Salesforce or Salesforce 1 app.
With Scan to Salesforce/Pardot, you can make any necessary additions or adjustments and allocate the leads accordingly. Unlike manual inputting or other means, this app ensures consistent and accurate results with its transcription process. You can view the scanned contacts in the app and even export them to your phone's contact list. Moreover, you can associate leads with campaigns and sync them with Pardot. This enables you to automate email follow-up on all your event leads.
It's important to note that to use this app, your Salesforce administrator must first install the free Scan to Salesforce app from AppExchange. Scan to Salesforce/Pardot is compatible with Professional, Enterprise, Unlimited, Developer, and Essentials editions, and is Lightning Experience ready. Overall, Scan to Salesforce/Pardot is the ultimate tool for importing contacts from business cards into Salesforce.
