for Microsoft ® Dynamics CRM
TM
New Version 3.1
The fastest, easiest, most
accurate way to capture all your
leads into Microsoft Dynamics CRM.
You can’t manage a lead that wasn’t entered.
The best CRM system in the world can’t overcome incomplete data. Too many
valuable sales leads are not captured because the input process – typing – is so
laborious. Those leads, and the sales they might have brought in, are simply lost.
“
Our proprietary interpretive technology ensures accurate data.
The benefits of CardScan go
beyond just time savings for
people .... A clean database of
customers and prospects can
be leveraged for more effective
marketing and lead generation
campaigns, up-selling and
cross-selling as well as greater
customer satisfaction.
Ten years in development, CardScan’s proprietary interpretive technology is highly
accurate in reading card information, distinguishing street address from email
address, phone from fax, title from name.
– Rebecca Wettemann,
Nucleus Research
Capture every contact with CardScan for Microsoft Dynamics CRM.
CardScan for Microsoft Dynamics CRM captures complete contact information
from business cards or email signatures into Microsoft Dynamics CRM quickly
– without typing a thing. Salespeople adopt this timesaver eagerly. Its accuracy
and ease of use turns the primary CRM bottleneck into the most reliable part
of the process.
CardScan makes everyone more productive.
All it takes is one sale for CardScan to prove its ROI. But it’s not just about
sales. CardScan makes every department more productive, providing clean,
complete data across the enterprise. It turns your contact information into a
corporate resource. It’s been tested and approved by VeriTest for the highest
level of interoperability and compatibility with Microsoft Dynamics CRM products.
”
CardScan allows organizations to
capture every lead – not just the so-called
“hot prospects” – to be fully leveraged
in Microsoft Dynamics CRM.
Every lead gets
the attention it deserves
Sales reps find it so easy to use CardScan for Microsoft Dynamics CRM that they understand
and use it eagerly, so every contact gets into the system. Your sales staff puts the focus on
customers, not processes. But in the background, every lead gets attention.
Improved lead capture means more effective marketing metrics
Capture contacts at trade shows, events and large meetings,
expediting follow-up and measuring traffic on the spot
Build accurate and more complete account contact information
Provide sales support staff and others with key contact information
to improve customer service
CardScan benefits the entire organization
How it works
CardScan for Microsoft Dynamics CRM
quickly and accurately reads data from
a business card or email signature and
transfers it to the appropriate fields of
Microsoft Dynamics CRM without typing.
It creates contacts or leads, creates or
assigns accounts based on input data,
sets the lead source and lead topic,
adds fields, and checks for duplicates.
1.
Scan your cards,
or drag and drop
contact information
from an email
quickly, easily
and accurately
2.
Assign accounts,
set lead source and
lead topic
3.
Transfer into Microsoft Dynamics CRM:
one-click operation also checks
for duplicates.
For Sales: It’s easy to capture leads just by scanning business cards or dragging email
signatures into Microsoft Dynamics CRM. The resulting database is clean, complete, and
ready for users to turn contacts into sales.
For Sales Managers: Take every lead through the sales process – even the ones that might
have been ignored because they didn’t seem promising. It’s so easy and fast to capture leads
with CardScan, no potential sale is left behind.
For Marketing VPs: Your best leads come from trade shows – and they’re always on
business cards. CardScan is so portable, your reps enter the leads right at the show. You
get accurate metrics on marketing effectiveness, and gain an airtight system for
nurturing leads.
For System Administrators: Cleaning up bad data is a maintenance headache you
don’t need. CardScan ensures clean, complete, accurate data right from the point of
capture. Accurate data makes the entire organization more efficient.
For CEOs: In your highly competitive marketplace, you can’t afford not to take every sales
and marketing lead through an aggressive, airtight lead management process.
For CFOs: CardScan for Microsoft Dynamics CRM is a small investment that pays dividends
in many ways, including improving lead-to-sales performance, as well as generating
a database of corporate contacts that outlives the individuals who created it.
For CIOs: CardScan is so easy to use, it ensures high user adoption, which ensures a highly
successful system compliance.
Customer Support: Complete contact data – not dependent upon sloppy input – means more
reliable, focused customer support.
Make Microsoft Dynamics CRM more effective with CardScan
If you’re interested in capturing every lead quickly and accurately, ensuring
higher user adoption, rapid ROI, and turning more leads into sales,
please call 617-588-7196 or email hurley@cardscan.com
3/22/06