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Scan to Salesforce/Pardot

Scan to Salesforce/Pardot

Simple business card scanner

25 ratings
8 reviews
🔧 Utilities
💼 Business

Archived App

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • November 26, 2018
  • July 5, 2022

Developer

Sansan, Inc.
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⭐8
Reviews↘︎
🔄6+ apps
Alternatives↘︎
❓8 answered
FAQ↘︎
📦w/o updates
Updates frequency↘︎
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About

Effortlessly digitize business cards into leads for Salesforce and Pardot. This app uses advanced OCR for accurate scanning, allowing you to upload multiple cards at once and review them within Salesforce. Sync contacts with Pardot for automated follow-ups.

✓Accurate OCR digitization
✓Scan up to 4 cards at once
✓Direct upload to Salesforce/Pardot
✓Review and adjust leads in Salesforce
✓Export contacts to phone list
✓Associate leads with Campaigns
✓Sync with Pardot for automation
Show original description

What's New in Scan to Salesforce/Pardot

1.38.2

July 5, 2022

Made minor bug fixes

User reviews

Most RecentHighest RatedLowest Rated

Issues with Japanese Addresses

The software just can’t recognize Japanese addresses adequately. It puts random info into street addresses and in our system cannot allow Japanese “States” (prefectures) as options. The latter issue may be our set up but the former is not and is something other scanners sorted long ago
NickJ IchibanNickJ Ichiban

Amazing app

It’s an amazing app with great features. The ocr for the card reader is close to perfect
Steve altorkSteve altork

Great app. Have to learn to use it

After I learned how to use this app it worked great. A little complex but good. Don’t upload more than 3 cards at a time! Upload businesses separate from customers. Much faster than keying and no equipment necessary.
BuckyEwingBuckyEwing

Response from developer

Thank you for your review. We appreciate it and we’re glad you’re finding the app saves you time. You should be able to scan up to 4 cards at once and upload up to 50 in a batch. Please contact us at support@scantosalesforce.com if you need help achieving the best results, or if you have any other questions or feedback. -Sansan Support Team

Very helpful

Seamless and quick data input from business card to Salesforce
LDLouieLDLouie

Response from developer

Thank you for your review. We’re glad you like our app. We’ll keep working to make the app more useful for you. If you have any questions, please feel free to contact us at anytime. Thank you!! - Sansan Support Team

Works greats and Sales Reps love it

Easy to setup and for reps to adopt! It scans very well and has awesome features like auto-fill missing fields (like zip code) and can correct scanned content to lower case.

Very recommended.
Busy person like you!!Busy person like you!!

Response from developer

Thank you for your review. We’re glad you like our app. We’ll keep working to make the app more useful for you. If you have any questions, please feel free to contact us at anytime. Thank you!! - Sansan Support Team

See 3 more reviews

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FAQ

How does Scan to Salesforce/Pardot work?

Scan to Salesforce/Pardot uses proprietary OCR technology to digitize business cards. You can scan up to four cards at a time, and the scanned contacts are uploaded to a review page in Salesforce or Salesforce 1 for adjustments before being allocated as leads.

Is Scan to Salesforce/Pardot free to use?

Yes, the app is completely free with no usage limits or hidden charges. However, your Salesforce administrator must first install the free Scan to Salesforce/Pardot app from AppExchange to enable its functionality.

What Salesforce editions are compatible with Scan to Salesforce/Pardot?

This app is compatible with Professional, Enterprise, Unlimited, Developer, and Essentials editions of Salesforce. It is also Lightning Experience ready.

Can I export my scanned contacts?

Yes, the contacts you scan are viewable within the app. You can also export them directly to your phone's contact list for easy access.

How does Scan to Salesforce/Pardot help with Pardot?

You can associate Leads with Campaigns and sync them with Pardot. This integration allows for automation of email follow-ups on all your event leads.

What is the accuracy of the OCR scanning?

The app boasts unrivaled accuracy with its proprietary OCR technology, enabling immediate and precise digitization of business cards into leads or contacts.

How often is Scan to Salesforce/Pardot updated?

The app was last updated on July 5, 2022, with version 1.38.2. This indicates regular maintenance and feature improvements by the developer.

What devices does Scan to Salesforce/Pardot support?

Scan to Salesforce/Pardot is compatible with iPhones, iPads, and iPods, making it accessible for a wide range of Apple users.