"Our salespeople attended a trade show, is there a possibility to scan the collected business cards and enter the data automatically into CRM?"
This is the need expressed by a company we spoke with a few weeks ago, eager to automate and speed up the capture of all data collected even on offline occasions. Because while it is true that contact forms, digital totems, and live chat are all the rage today, we should not forget that in-person events are also slowly picking up.
If you also have this need, we thought we'd tell you about a function that not everyone knows about and uses, that of HubSpot, which transforms paper business cards into CRM contacts (Customer Relation Management) in seconds . Want to avoid manual operations too and focus on creating great experiences for your users? Follow us!
The business card scanner is included in the HubSpot App and uses your phone's camera, in fact it's as instant as a photograph. All you have to do is download the app for Android or iOS and immediately start sharing data that all your teams can take advantage of.
After a trade show, conference, or event, how many business cards end up on your desk, get lost, or stacked up waiting to be transcribed? Don't lose a single one of your contacts, cultivate them and turn them into lasting relationships.
HubSpot's app will help you learn more about your potential customer, partner or colleague, to organize immediate lead generation, marketing and sales strategies, for example pushing the purchase of your products or services or increasing awareness with e-mail marketing initiatives.
HubSpot's business card scanning app is a comprehensive tool for centrally managing all your data, in fact you find other features available such as:
- Contacts and Companies (B2B and B2C)
- Task
- Upcoming Meetings
- Offers
- Activity (opens and clicks on emails)
How does the HubSpot business card scanner work?
HubSpot's operation is really simple.Take a picture of a classic business card and the app will immediately scan and export all the data (last name, cell phone, company and job title) on a new profile card directly to your CRM, giving you access to many more features.
The application will automatically recognize all the information present, show you the preview for any changes, before saving all the data in the CRM system.
If available, contacts scanned from business cards will be imported with the following properties:
- Name
- Surname
-
- Work title
- Mobile phone number
- Life cycle stage
- website URL .
The main features
- Automatic insertion of contacts and companies into your CRM, it only takes a few seconds
Scanning contacts in HubSpot requires three simple steps. Take that stack of business cards you keep from your last trade show, open the HubSpot app on iOS or Android, and click Create Contact. From there HubSpot will automatically scan the data on the card and map it to the correct HubSpot properties. Once the contact is created you will have available: automatic contact-to-company association, the ability to send tracked follow-up emails, calls, tasks, and more
- the scanner is included in the HubSpot App and is integrated with an all-online platform for all your teams
Most business card scanners are free for a few business cards, so they become expensive quickly. For a growing business, such fees can increase rapidly. HubSpot's scanner is free forever, has no limits and no hidden fees
- The AI scanner gets more competent and smarter with every business card you scan
Most business card scanners are static. If they scan or process a business card incorrectly once, they will do so the next few times. HubSpot gets even smarter over time: the scanning technology uses machine learning to predict which data matches CRM properties
- move straight to marketing automation with sequencing and automation to make sure leads don't miss your communications. You can send promotions, email newsletters to improve your relationship with your customers or new prospects
- ability to recognize business cards from previously saved images
- multilingual business card recognition
If you also work or are based abroad and therefore your relationships are also international, here are the supported recognition languages: English, Chinese (traditional, simplified), Czech, Danish, Dutch, Estonian, Finnish, French, German, Greek, Indonesian, Italian, Japanese, Korean, Norwegian (Bokmal, Nynorsk), Polish, Portuguese (Portugal, Brazilian), Russian, Spanish, Swedish, Turkish, Ukrainian.
- preview of results to make any necessary changes before saving
- fast recognition process (best recognition speed for Ultra HD business card photos);
- connection to encrypted recognition server for maximum data security
- precise conversion of visit ticket dataa (using smart OCR technology)
- add text and voice memos for each business card
- there is no violation of any law or right to privacy
- your contacts are always safe and in one place.
Unique features
- Get more personal contact details from the database: company name, title, location, address, social media profiles.
- sends an email with contact information to a user's profile already saved;
-saves the location of the recognition process;
- mobile device management (MDM) configuration;
- enterprise key management: view reports, add/remove administrators, restrict access to enterprise keys to specific users or domains.
Many benefits for your relationships
A CRM software such as HubSpot can help you keep track of all your activities to push sales of your products or services and improve the customer experience.
As we said HubSpot offers an easy way to scan your business cards, but it has so many useful features for customer and prospect relationship management, you can learn more by reading for example the success case Temera or Manet and ask our team for a demo now.