CardScan for CRM systems and Workgroup Solutions


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CardScan for SalesLogix

CardScan for SalesLogix 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 SalesLogix system.

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CardScan for SalesLogix 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 to SalesLogix.
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)	Create Additional Fields: Users can create and modify additional fields before transfer to SalesLogix.
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 SalesLogix.

CardScan for Microsoft CRM

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Ordering Information


	New Features CardScan for SalesLogix New version 3.1 • Supports SalesLogix v6.2 or later • 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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