Enhance your trade show and networking efforts with a Salesforce-native mobile solution that takes lead generation to the next level, transforming it into opportunity capture. Vision-e Scan is user-friendly, intuitive for admins, and more cost-effective than traditional lead retrieval systems.
Key Features
- Comprehensive Data Capture: Scan multi-format business cards, event badges, and QR codes to capture qualified opportunities throughout the entire event space—not just at your booth.
- Dynamic QR Codes: Increase engagement with custom QR codes linked to forms, product information, and landing pages.
- Enhanced Business Intelligence: Attach actionable business intelligence and LinkedIn profiles directly to leads, contacts, or prospects.
- GDPR Compliance: Instantly capture marketing consent and purpose for GDPR compliance.
- Digital Business Cards: Share your contact information and social profiles with built-in digital business cards.
Vision-e has over a decade of experience in event solutions, redefining the lead retrieval process by eliminating issues like poor data quality and delays in lead list receipt. Vision-e Scan captures contact data, converts it into a qualified opportunity, and instantly syncs it with your Salesforce instance, where automated engagement takes over. Designed specifically for Salesforce, Scan allows admins to customize the user experience and data flow according to their company’s unique processes.
In-Depth Review: Vision-e Scan Features, Use Cases, and Setup
User Features
Vision-e Scan is your go-to mobile solution for capturing the beginning of every business relationship. Delivered through a mobile app for Android and iOS and an intuitive Scanning Queue and Mobile App Builder in Salesforce desktop, Scan offers a seamless Salesforce experience.
Step 1: Collect Actionable Business Intelligence
- Optical Character Recognition and AI: Vision-e’s proprietary OCR algorithm processes contact data into Salesforce 10x faster and more accurately than manual entry, with support for over 40 languages. For added security, OCR processing is performed with zero data retention; your data is stored only in your Salesforce instance.
- Multi-Format Business Card Capture: Capture contact details from paper business cards, NFC (tap) cards, QR codes, and event badges. Tasks, events, and records can be created directly in the app and associated with campaigns for easy revenue tracking.
- Event Badge QR Code Data: Integrate event API keys to extract contact data encrypted in badge QR codes.
- LinkedIn Integration: Seamlessly capture LinkedIn profiles by searching with the person’s name and company from a business card or badge. Profiles are saved directly in Salesforce without leaving the Scan app.
- Capture Consent Instantly: Manage and document consent with customizable purpose statements and signature capture to ensure GDPR compliance.
- Add Business Intelligence: Add voice-to-text notes and customized qualifying questions to leads and contacts, and create associated tasks and events immediately after meeting someone.
Step 2: Share Your Business Information
- Digital Business Card: Share your digital business card via QR code, AirDrop, messages, or email, auto-populated with your Salesforce profile data.
- QR Codes for Engagement: Easily create and share QR codes linked to sales materials, support forms, job applications, and more during events.
Step 3: Opportunity Management
- Scanning Queues: Use the Salesforce Scanning Queue to manage leads and contacts during or after an event. Offline Scanning Queues ensure no data is lost, even in areas with poor internet connectivity.
Admin Features
Customize the Vision-e Scan app with ease.
- Branded Experience: Use the Mobile Scan Builder in Salesforce to fully brand the app with your company’s logo and color palette.
- Customizable Actions and Options: Control app features through simple switches and decide where records should be sent.
- Field Selection: Choose which fields should be completed in Salesforce for leads, contacts, tasks, events, and cases.
- Enhance Record Pages: Expose relevant information on Lead and Contact Record Pages for easy access.
Reporting
Since data is stored in Salesforce objects, you can use native reports and dashboards to track adoption and the solution’s impact on revenue goals.
Use Cases
Vision-e Scan is ideal for sales and marketing teams at trade shows and events. It’s also valuable for HR departments, providing a single application to capture candidate information, share job applications, and schedule follow-up interviews.
Impact
Vision-e Scan ensures that your organization maximizes its event and trade show investments by capturing accurate prospect information and sending it directly to your CRM at lightning speed, optimizing the entire process.
Setup and Support
The managed package is easy to install, and permissions are quickly assigned to users. Vision-e offers comprehensive support, including Vision-e University, email support, and 24/7 online self-service support for individual users.
Pricing
Vision-e offers a free plan with basic features, and a Business Pro premium plan with advanced features for $29.99 per user per month or $299.99 per user per year. Bulk license packages are available upon request.
Summary
Vision-e Scan is a secure, always-with-you mobile solution that revolutionizes the exchange of business information. With OCR and AI-powered data capture, integrated QR codes, and Salesforce-exclusive benefits, this product is a game-changer for event results. Install the managed package in your sandbox and try the free three-day trial to experience it for yourself.
