Why Choose Scan?
Vision-e's scanning solution, Scan, has been the #1 scanning solution on Salesforce's AppExchange® for the past 4 years.
Here are some of the reasons as to how we got here:
*Included with Scan's Premium Edition. For more information, visit our Free v. Premium Comparison HERE>>
What is Scan?
Scan for Salesforce is the leading scanning solution on Salesforce's AppExchange allowing your workforce to experience a new level in machine learning and natural language processing that makes scanning your data into Salesforce smarter, faster, and more accurate than ever before.
Vision-e Scan is not another scanning app, it's a platform designed to build your own scanning solution. You simply design your scanning solution in Salesforce in less than 5 minutes. Your logo, you company colors and the features and options to meet your business requirements. Our professional service team can walk you through setup.
Data cannot be actionable if it is not in Salesforce, so why not find the easiest, most effective way to get your data where it belongs. Learn more below.
Visit our AppExchange listing below and install Scan today!
Scan Highlights
Here are some distinct advantages and differentiators with Scan:
One-Click Solution
With Scan, our users will be able to efficiently and accurately upload their business cards into Salesforce with a single tap of a button using our Rapid Fire functionality.
White Labeling
For all Scan users subscribing to the application's Premium Edition platform, the in-app appearance will be customized to match their company's brand providing a sharp display when F2F with future potential customers.
Scan UX & Onboarding
With Scan, there is little to no learning curve. Capturing a new scan brings the familiarity of snapping a photo with your smartphone. New hires learn in less than 5 minutes!
Webinar training and support is available with our Premier Support.
Value-Adding Functionalities
Here are some in-app functionalities that have assisted in making Scan the #1 scanning solution:
Scan Business Cards
Upload business cards into Salesforce with an Apple or Android device right from the palm of your hands.
Create your uploads as Leads, Contacts and even Accounts within seconds.
Scan Barcodes or QR Codes
Whether you're attending your annual trade show or auditing your warehouse, scanning Barcodes and QR Codes won't be an issue.
Gather encrypted data with a few taps of your fingertip to upload into Salesforce, send via e-mail, and more!
Voice to Text
Whether you're face to face with a new contact or on the way back to the office, set a clear objective for next steps by recording a 60 second voice to text memo using Scan.
Gather your recording in Salesforce next to your newly uploaded business card or as a Task!
Upload Destinations
Scan users have the ability to select from a multitude of upload destinations from scanning directly to Salesforce as a Lead or Contact, your Scanning Queue and even your Microsoft Outlook / Smartphone Contacts List.
Scan Driver's License
Whether you're looking to enhance security on deliveries or reduce error on manual data entry for your service or logistics department, with Scan, your users will be able to gather the necessary Driver's License within seconds.
Capture Signatures
With Scan, your users will be able to obtain that vital signature left to close the deal from the decision maker while gathering consent at the same time in one flawless movement.
Ready to Install into Salesforce?
-
With your Salesforce Administrator, navigate to our Scan listing within the AppExchange by clicking the button below.
-
Click the Get It Now button and follow along the steps!
Forms for Scan
Ever forget to ask an important question when face to face with a new lead?
With Forms, you'll be able to gather vital, non-contact information while driving the conversation with a set of predetermined questions and responses from your mobile device.
*The following functionality is an add-on feature for an additional fee.
Next, Install to your Mobile Device!
After Scan has been installed into your Salesforce from the AppExchange:
-
Your Admin will need to assign Users with a Scan license.
-
Text SCANAPP to 47177 to download the Scan mobile app
