Business card scanning integration with Salesforce is currently available on Evernote Web and coming very soon to iOS, Windows, and Mac. To use the integration, you will need an Evernote Business account and Salesforce Enterprise or higher.
Once they are in Evernote, go to any business card note in Evernote Web, click the ‘Share’ button, then select the record type you’d like to create in Salesforce. You can of course also scan your business cards into Evernote using a Fujitsu ScanSnap Evernote Edition scanner or your Android phone.
With your smartphone and an Evernote Business account, never let a sales opportunity run cold again. Forget about renting expensive scanners and fighting over which lead belongs to whom. The entire process from scanning a business card to creating or updating an entry in Salesforce needs less than a minute, which means you can get to work while you’re still on the trade show floor. Evernote also checks for existing email entries in Salesforce to avoid creating duplicates. You then have the option to save the contact details on Salesforce as either a ‘Lead’ or ‘Contact’. Once you’ve connected your Salesforce account with Evernote, simply take a picture of a business card in Evernote on your iPhone or iPad.* Our highly accurate optical character recognition turns physical business cards into editable business card notes. For something so simple as a card, there sure is a lot of accompanying disorder.Įvernote’s updated business card scanner lets you get those new contacts into Salesforce immediately, so you can keep your attention on the important parts of your sales funnel-converting leads to opportunities and closing deals. When we do eventually remember them, we need to set aside time to either file them or manually input all the details into a database. In addition, the problem with cards is that we don’t usually get to them until much later, often at the expense of lost opportunities. They’re easy to lose in ones or twos, and when they accumulate, they quickly become hard to manage. Let’s face it: business cards are problematic. This is our most-requested feature from sales teams using Evernote Business, and an example of how a small but truly useful innovation can have a big impact on daily work.īusiness cards-dealing with the modern relic Today, we’re connecting Evernote’s business card scanning features to Salesforce. We launched Evernote for Salesforce in 2013 to make it easy for salespeople to manage client relations and follow-up opportunities.
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