FAQs on Card Scanner App
1. What can I do with the card scanner app? How can it help my business?
1. What can I do with the card scanner app? How can it help my business?
There are multiple ways in which leads are generated and one of the most common methods is through webinars, trade shows, conferences etc. where you get to meet interested customers face-to-face. Very often, they would share their business cards for follow-up calls and meetings and may sometimes prefer to be contacted at a specific time.
You may want to store their information securely in a database and set reminders for follow-up emails and calls. CRM is the best place to keep your customer data safe, and organized, however, there are chances of introducing errors inadvertently while manually entering them into the database. To avoid such erroneous data entry, loss of data, and compromising data security you can scan the business card at the event and add them to the CRM account as leads or contacts right away. This will automate the lead capturing process and reduce the manual intervention of the reps.
Another benefit of automating the process is, that the record will be readily available for the other teams like pre-sales, marketing etc. to take prompt actions as they will not have to wait till the record is manually entered in CRM.
2. How do I use the Card Scanner app?
2. How do I use the Card Scanner app?
You can search and download the Card Scanner app from the Google Play store for both iOS and Android devices.
Once successfully installed, you can:
- Open the application.
- Click Scan Business Card to scan the card.
- Review the scanned information and click Save.
- Select Save as a contact or lead in Zoho CRM.
3. How many card details can I store in the Card Scanner app?
3. How many card details can I store in the Card Scanner app?
There is no limit to the number of business cards that you can store in the App.
4. What are the details extracted from the card?
4. What are the details extracted from the card?
The app exacts all the details in the business card. Some of the details extracted are First Name, Last Name, Company, Job Title, Email Address (multiple, if present), Contact Numbers, Website, Location Address, and Twitter ID.
5. What is the format of the scanned text?
5. What is the format of the scanned text?
The card scanner uses the Optical Character Recognition (OCR) technology to scan the business card and the scanned text is saved in the local database. The database is structured as the CRM database for an easy sync. Commonly used fields like first name, last name, email address, address, phone number, and other details will be automatically filled upon scanning the business card.
6. How do I push the data to Zoho CRM?
6. How do I push the data to Zoho CRM?
Once the business card is scanned and the details extracted from it; you will have the options to save the record either as a Zoho CRM Contact or a Zoho CRM Lead.
7. Will a duplicate lead/contact be added in CRM through the Card Scanner App?
7. Will a duplicate lead/contact be added in CRM through the Card Scanner App?
If the lead/contact already exists in CRM, then while saving the record in the Card scanner app you will be prompted to merge the records.
Also, note that email address is considered as an unique field by default, so the records will be skimmed for duplicate entries using the email field.
However, if a duplicate record happens to enter your CRM account, you can use either ways to remove them:
- The find and merge option can be used if you are specifically looking for duplicates of a particular record. For example, you know that a lead name "David Smith" has been duplicated and want to find duplicates and merge it.
- The deduplication tool can be used when you are not clear if there are duplicates and you want CRM to run a duplication check based on certain unique fields.
8. Which CRM edition supports Card Scanner app?
8. Which CRM edition supports Card Scanner app?
The Card Scanner app is supported for all the editions in Zoho CRM.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
FAQs: CRM Analytics App
1. What is the Zoho CRM Analytics app? Dashboards in CRM represent your data in graphical format, allowing you to take a quick glance at various important metrics for your business. They consist of the following types of components: charts, KPIs, ...FAQs: SalesInbox
What is SalesInbox? SalesInbox in Zoho CRM is a feature specifically designed to prioritize and organize emails based on the CRM data that is most relevant to salespeople. It automatically sorts incoming emails into relevant CRM categories, such as ...Sales process: Lead generation
Edition: Paid editions | Industry: Applicable for all industries | Features: Integrations with Zoho products and built-in features A sales process is a framework of a repeatable set of steps that a salesperson or the sales team takes to move a ...FAQs: Email Configuration
What is IMAP and POP/POP3 protocols in Zoho CRM? Zoho CRM allows you to engage with customers by sending and receiving emails from within your CRM, or sync third-party email accounts to CRM via IMAP or POP/POP3 protocols. IMAP is a protocol that ...FAQs: HIPAA Compliance
How does Zoho CRM help organizations be HIPAA Complaint? At Zoho CRM, we allow organizations to be compliant with the HIPAA guidelines by providing the following options: Select modules that contain personal health data: All modules that contain ...
New to Zoho LandingPage?
Zoho LandingPage Resources