The Ultimate Guide to Scanning Business Cards with Zoho CRM

Discover the Benefits of Using Zoho CRM to Scan Business Cards

Greetings, fellow business professionals! In today’s fast-paced world, networking is vital for success. One of the most important tools to help you network and grow your business is a business card. But what happens when you come across dozens of cards at a conference or trade show? How do you keep track of them all? That’s where Zoho CRM comes in.

Zoho CRM is a powerful tool that can help you manage your contacts, leads, and deals. One of its most useful features is the ability to scan business cards directly into your CRM, eliminating the need to manually enter contact information. In this article, we’ll explore the benefits of using Zoho CRM to scan business cards and provide you with a detailed guide on how to get started.

How Does Zoho CRM Scan Business Cards?

Zoho CRM’s business card scanner uses OCR (Optical Character Recognition) technology to recognize text on the card and transform it into digital data. This data is then saved directly into your CRM as a new contact record, including details such as name, phone number, email address, and company name.

The Advantages of Using Zoho CRM to Scan Business Cards

Here are some of the main advantages of using Zoho CRM to scan business cards:

1. Save Time and Effort

Manually entering contact information from business cards can be a tedious and time-consuming task. With Zoho CRM’s business card scanner, you can scan multiple cards at once and save valuable time and effort.

2. Avoid Human Error

When manually entering contact information, there is always the risk of human error. By using Zoho CRM’s business card scanner, you can eliminate this risk and ensure that all data is accurate and up-to-date.

3. Improve Data Quality

Zoho CRM’s business card scanner not only saves time but also improves data quality. By scanning business cards directly into your CRM, you can ensure that all contact information is complete and up-to-date.

4. Increase Efficiency

With Zoho CRM’s business card scanner, you can quickly and easily add new contacts to your CRM, allowing you to focus on building relationships and growing your business.

5. Accessible From Anywhere

Zoho CRM’s business card scanner is accessible from anywhere, allowing you to scan and save business cards while on-the-go or at an event.

The Disadvantages of Using Zoho CRM to Scan Business Cards

While there are many advantages to using Zoho CRM to scan business cards, there are also some potential disadvantages to consider:

1. Cost

Zoho CRM’s business card scanner is only available with certain plans, which may come at an additional cost.

2. Dependence on Technology

If the technology fails, you may need to manually enter contact information or risk losing valuable data.

3. Privacy Concerns

Business cards may contain sensitive information, and there is always the risk of data breaches or theft. It’s important to ensure that your CRM and any third-party tools you use are secure and compliant with data protection laws.

How to Scan Business Cards with Zoho CRM

Now that you understand the benefits and potential drawbacks of using Zoho CRM to scan business cards, let’s take a closer look at how to get started. Follow these steps:

1. Download the Zoho CRM App

The first step is to download the Zoho CRM app on your mobile device. The app is available for free on the App Store and Google Play.

2. Login to Zoho CRM

Once you’ve downloaded the app, login to your Zoho CRM account using your email and password.

3. Navigate to the Business Card Scanner

Once you’ve logged in, navigate to the Business Card Scanner feature within the app.

4. Scan the Business Card

Using your mobile device’s camera, scan the business card by aligning it within the frame and adjusting the focus. Once the card is in focus, tap the button to take the photo.

5. Review and Edit the Information

After the business card has been scanned, review the information to ensure that it is accurate. If any information is missing or incorrect, you can edit it manually.

6. Save the Contact

Once you’ve reviewed and edited the information, save the contact by clicking the save button. The contact will now be added to your Zoho CRM account.

Zoho CRM Business Card Scanner FAQ

Question	Answer
Can I scan multiple business cards at once?	Yes, you can scan up to ten business cards at once using Zoho CRM’s batch scan feature.
What languages are supported by the business card scanner?	The business card scanner supports over 20 languages, including English, Spanish, French, German, Chinese, Japanese, and Korean.
Can I export scanned business cards to other applications?	Yes, you can export scanned business cards as vCard or CSV files and import them into other applications.
What is the accuracy of the business card scanner?	The accuracy of the business card scanner depends on the quality of the card and the clarity of the text. In general, the scanner has a high accuracy rate.
Is the business card scanner available on the web version of Zoho CRM?	No, the business card scanner is only available on the Zoho CRM mobile app.
Does the business card scanner work with all mobile devices?	The business card scanner is compatible with most mobile devices, but it’s always best to check the system requirements before downloading the app.
Is the business card scanner available in all countries?	Yes, the business card scanner is available in all countries where Zoho CRM is supported.
Can I scan old business cards?	Yes, you can scan old business cards as long as the text is legible and the card is in good condition.
Is the business card scanner accurate for non-English characters?	Yes, the business card scanner can recognize non-English characters and symbols.
What happens if the business card scanner can’t recognize the text?	If the business card scanner can’t recognize the text, you may need to manually enter the contact information.
Can I scan business cards in black and white?	Yes, the business card scanner can scan business cards in black and white as well as in color.
What happens if I accidentally delete a contact?	If you accidentally delete a contact, you can restore it from the trash section within Zoho CRM.
Is the Zoho CRM mobile app free?	The Zoho CRM mobile app is free to download, but certain features may only be available with paid plans.

Conclusion

We hope this article has provided you with valuable information on how to scan business cards with Zoho CRM. By using the business card scanner, you can save time, improve data quality, and increase your efficiency when managing contacts. While there are some potential disadvantages to consider, the benefits of using Zoho CRM to scan business cards far outweigh the drawbacks.

If you haven’t already, we encourage you to try out the business card scanner feature in Zoho CRM. We believe it will be an invaluable tool for managing your contacts and growing your business.

Take Action Now!

Ready to start scanning business cards with Zoho CRM? Download the app today and begin streamlining your contact management process.

Closing Disclaimer

This article is provided for informational purposes only and does not constitute legal, financial, or professional advice. We recommend consulting with a qualified professional before making any decisions regarding your business.