Salestrail app offers a built-in business card scanner, that integrates easily with your sales process. Here's a quick guide on how to use Salestrail business card scanner for Salesforce.
Step 1: Click on the Plus button to access the scanner
Step 2: Choose the contact level you want to create in Salesforce:
- Add new lead
- Add new contact
- Add new account
Step 3: Open up Salestrail camera and scan!
The data will be captured immediately in Salesforce as lead, contact or account.