CardScan for CRM systems and Workgroup Solutions


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CardScan for Microsoft CRM Features

CardScan for Microsoft CRM accurately captures contact data at the critical first step of a prospective relationship — the point where contact information is exchanged. CardScan accurately reads all of the contact data on paper business cards or in email or web signatures, then transfers that information to your Microsoft Dynamics CRM 3.0 system.

Discover CardScan for Microsoft CRM

CardScan for Microsoft CRM offers features
specifically designed for corporate needs:

Capturing contact data: Click to enlarge (34 k)	Not just for business cards: In addition to accurately reading printed business cards, CardScan 'drag and drop' technology also captures e-mail signatures, contact information on websites, and other digital contact data. Accurately parses and recognizes the information and transfers it Dynamics CRM.
Analyzing contact data: Click to enlarge (34 k)	Zoom-In: The CardScan zoom tool clicks on the area of the scanned business card image that corresponds to the currently selected field, ensuring data has been transferred to the correct field.

Bringing quality leads to your CRM system:

Click to enlarge (34 k)	Duplicate Detection CardScan enhances Dynamics CRM by checking for duplicates before transfer to your Dynamics CRM system.
Click to enlarge (34 k)	Create Additional Fields: Users can create and modify additional fields before transfer to Dynamics CRM.
Click to enlarge (34 k)	Set Required Fields: Set required fields to prevent users from transferring incomplete data and polluting your CRM system.
Click to enlarge (34 k)	Customizable Field Mapping: CardScan allows users to map fields (other than default settings) to Microsoft Dynamics CRM.

CardScan for Microsoft CRM

Discover CardScan for Microsoft CRM

Ordering Information


	New Features CardScan for Microsoft CRM New version 4.0 • Supports Microsoft CRM v1.2 and v3.0 • Activation keys support site-wide licensing • All CardScan 700c and 800c scanners supported • Import CardScan Lead Qualifier data • Improved search functions • Access to full resolution image

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