Discover the Best Dynamics CRM Business Card Scanning App

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The Ultimate Solution for Managing Contacts Efficiently

Welcome to our comprehensive guide on the best Dynamics CRM business card scanning app. In today’s fast-paced world, managing contacts is crucial to building and maintaining relationships. However, manually entering contact information can be a time-consuming and tedious process. The good news is that there are several apps available for automating this task, and we will explore the best one for Dynamics CRM users in this article.

Why Use a Dynamics CRM Business Card Scanning App?

Before we dive into the features and benefits of the top Dynamics CRM business card scanning app, let’s first understand why you need one. Here are some compelling reasons:

1. Save Time and Increase Efficiency

Manually entering contact information can take significant time and effort. A business card scanning app can quickly extract contact details and save them in your CRM system, enabling you to focus on more critical tasks.

2. Accurate Data Capture and Organization

Business card scanning apps use advanced optical character recognition (OCR) technology to accurately extract contact information, which is then organized and transferred to your CRM system. This feature ensures that you have consistent and reliable data at all times.

3. Better Customer Relationship Management

Having accurate and complete contact information enables you to manage your customers’ needs effectively. With a business card scanning app, you can quickly access your customers’ details, including personal information, job roles, and past interactions.

4. Improved Sales and Marketing Strategies

By having complete and up-to-date contact information, you can develop personalized sales and marketing strategies that resonate with your customers. This approach can lead to increased customer engagement, loyalty, and ultimately, higher sales.

5. Stay Ahead of the Competition

Business card scanning apps provide a competitive advantage by enabling you to manage your contacts more efficiently. Better customer relationship management, accurate data capture, and personalized sales and marketing strategies can give you an edge over your competitors.

Best Dynamics CRM Business Card Scanning App

After extensive research and testing, we have identified the best Dynamics CRM business card scanning app – ScanBizCards for Dynamics CRM. Here are its top features:

1. Accurate OCR Technology

ScanBizCards for Dynamics CRM uses advanced OCR technology to accurately capture contact information from business cards. Additionally, it recognizes and separates different fields such as name, phone number, email address, and more, ensuring that the data is correctly assigned to the correct fields in your CRM system.

2. Seamless Integration with Dynamics CRM

ScanBizCards for Dynamics CRM integrates seamlessly with your Dynamics CRM system, allowing you to quickly import contacts without any hassle. The app supports all versions of Dynamics CRM, including Dynamics 365 and Dynamics CRM Online.

3. Customizable Fields and Mapping

You can customize the fields and mapping of contact information to specific entities in your Dynamics CRM system. This feature enables you to capture and store any relevant details about your contacts, such as their job title, industry, or location.

4. Multiple Data Sources

ScanBizCards for Dynamics CRM allows you to import contact details from various sources such as Google Contacts, Outlook, Salesforce, and more. The app can also export contact information to popular formats such as Excel and vCard.

5. User-Friendly Interface

The app has an intuitive and easy-to-use interface that makes scanning and importing contacts a breeze. Additionally, the app allows you to preview and edit contact information before saving it to your Dynamics CRM system.

Advantages and Disadvantages of ScanBizCards for Dynamics CRM

Advantages

1. Time-Saving and Efficient

ScanBizCards for Dynamics CRM saves you valuable time by automating the data entry process, allowing you to focus on more critical tasks.

2. Accurate and Organized Data

The app uses advanced OCR technology to accurately extract and organize contact information in your Dynamics CRM system, ensuring that you have consistent and reliable data at all times.

3. Customizable Fields and Mapping

You can customize the fields and mapping of contact information to specific entities in your Dynamics CRM system, enabling you to capture and store any relevant details about your contacts.

4. Multiple Data Sources

ScanBizCards for Dynamics CRM allows you to import contact details from various sources such as Google Contacts, Outlook, Salesforce, and more, making it easy to consolidate all your contacts in one place.

5. User-Friendly Interface

Disadvantages

1. Subscription-Based Model

ScanBizCards for Dynamics CRM follows a subscription-based pricing model, which may not be suitable for businesses on a tight budget.

2. Limited Integration with Third-Party Apps

Although ScanBizCards for Dynamics CRM supports multiple data sources, it has limited integration with third-party apps, which may be a disadvantage for businesses that heavily rely on integration with other apps.

3. Learning Curve

The app has several advanced features that may take some time to learn and master. However, once you get the hang of it, the app can significantly improve your contact management process.

ScanBizCards for Dynamics CRM – Technical Specifications

Feature	Details
Compatibility	Dynamics CRM 2011 and above, including Dynamics 365 and Dynamics CRM Online. Available for iOS and Android devices.
OCR Accuracy	Accurately extracts contact information from business cards using advanced OCR technology.
Customizable Fields and Mapping	You can customize the fields and mapping of contact information to specific entities in your Dynamics CRM system.
Data Sources	Supports multiple data sources such as Google Contacts, Outlook, Salesforce, and more. Exports contact information to popular formats such as Excel and vCard.
Interface	An intuitive and user-friendly interface that makes scanning and importing contacts a breeze. Allows you to preview and edit contact information before saving it to your Dynamics CRM system.
Pricing	Subscription-based pricing model with various plans starting at $9.99 per month.

Frequently Asked Questions

1. Is ScanBizCards for Dynamics CRM available for both iOS and Android devices?

Yes, ScanBizCards for Dynamics CRM is available for both iOS and Android devices.

2. Can ScanBizCards for Dynamics CRM import contact information from Salesforce?

Yes, ScanBizCards for Dynamics CRM can import contact information from various data sources, including Salesforce.

3. Is ScanBizCards for Dynamics CRM compatible with all versions of Dynamics CRM?

Yes, ScanBizCards for Dynamics CRM is compatible with Dynamics CRM 2011 and above, including Dynamics 365 and Dynamics CRM Online.

4. Can I customize the fields and mapping of contact information in ScanBizCards for Dynamics CRM?

Yes, you can customize the fields and mapping of contact information to specific entities in your Dynamics CRM system.

5. Is ScanBizCards for Dynamics CRM a one-time purchase or subscription-based?

ScanBizCards for Dynamics CRM follows a subscription-based pricing model, with various plans starting at $9.99 per month.

6. Does ScanBizCards for Dynamics CRM have a free trial?

Yes, ScanBizCards for Dynamics CRM offers a 7-day free trial.

7. Can ScanBizCards for Dynamics CRM export contact information to Excel?

Yes, ScanBizCards for Dynamics CRM can export contact information to popular formats such as Excel and vCard.

8. How does ScanBizCards for Dynamics CRM ensure the accuracy of data capture?

ScanBizCards for Dynamics CRM uses advanced OCR technology to accurately extract contact information from business cards.

9. Is there a limit to the number of contacts I can import using ScanBizCards for Dynamics CRM?

No, there is no limit to the number of contacts you can import using ScanBizCards for Dynamics CRM.

10. Can I access my imported contacts from anywhere using ScanBizCards for Dynamics CRM?

Yes, your contacts are stored in your Dynamics CRM system, which can be accessed from anywhere with an internet connection.

11. Does ScanBizCards for Dynamics CRM offer customer support?

Yes, ScanBizCards for Dynamics CRM offers customer support via email and phone.

12. Can I import contact information from multiple business cards at once using ScanBizCards for Dynamics CRM?

Yes, ScanBizCards for Dynamics CRM can import contact information from multiple business cards at once.

13. Can I preview and edit contact information before saving it to my Dynamics CRM system using ScanBizCards for Dynamics CRM?

Yes, ScanBizCards for Dynamics CRM allows you to preview and edit contact information before saving it to your Dynamics CRM system.

Conclusion

In conclusion, a Dynamics CRM business card scanning app is becoming a necessity for businesses looking to manage their contacts more efficiently. After extensive research and testing, we recommend ScanBizCards for Dynamics CRM as the best app for this purpose. Its advanced OCR technology, seamless integration with Dynamics CRM, customizable fields and mapping, and user-friendly interface make it the ultimate solution for managing contacts effectively. So, what are you waiting for? Try out ScanBizCards for Dynamics CRM today and take your contact management process to the next level!

Closing Disclaimer

The information contained in this article is for general information purposes only. While we endeavor to keep the information up to date and accurate, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the article or the information, products, services, or related graphics contained in the article for any purpose. Any reliance you place on such information is therefore strictly at your own risk.