Create an OCR/Card Scanning feature built into Maximizer Mobile Access/App
Create an OCR/Card Scanning feature built into the Mobile App,
so that sales teams going to events/exhibitions/meetings can easily and quickly upload leads into Maximizer, taking away the faff of importing which can slow things down or doesn't get done.
in Maximizer 2020-R1 the mobile app has the ability to import from the phone. 3rd party apps such as Google Photos or Microsoft Lens have the capability to add contacts from a picture of a business card.
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in Maximizer 2020-R1 the mobile app has the ability to import from the phone. 3rd party apps such as Google Photos or Microsoft Lens have the capability to add contacts from a picture of a business card.
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Michael Helder commented
I agree with the above comment. The ability to upload a card to Maximizer realtime is a huge time saver. Entering notes and populatung UDF fields later isnt that big of a deal once the record is already in the system, but the time spent doing initial entry is a huge time suck, and it also prevents the possibility of never entering them at all.
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we have a Zapier integration that will help with that!
https://www.maximizer.com/features/zapier-crm-integration/