Integrate Salesforce with snapAddy.
All snapAddy products are integrated into your Salesforce CRM. This way, you can capture and enrich contact data in the interface and export visit reports directly to Salesforce.
Compatible with all products.
Salesforce x DataAgents: Capture and enrich leads.
With snapAddy DataAgents, you can automatically record contact data from different sources (such as business cards, email signatures, or professional networks) in Salesforce in a matter of seconds. When creating new contact data, the integrated Smart Autocomplete feature automatically suggests missing data and completes it with a single click.
The intelligent application automatically transfers the new contact data from the signatures in your incoming emails directly into Salesforce. After a duplicate check, a new lead, contact, or company is created or an existing record is updated. Thus, your Salesforce CRM system is always up to date and complete without any additional effort.
Salesforce x VisitReport: Trade show leads in Salesforce without typing.
With the snapAddy VisitReport lead app, you can capture all your trade show leads without having to resort to the classic sheet of paper. Instead, you can use a digital questionnaire adapted to the course of each of your meetings. You can also scan the contact details of your contacts automatically onto business cards at the trade show.
You can show videos or catalogs and send a follow-up e-mail from the app immediately after the meeting is over. You can export all recorded contact data directly to your Salesforce CRM. Be encouraged to provide the best service to your contacts faster than the competition and gain the biggest advantage!
Salesforce x BusinessCards: Scan business cards and export them to Salesforce.
Getting business cards into the CRM without any typing – how is that possible? With snapAddy BusinessCards, you can scan all contact data in just seconds and export it to your Salesforce CRM structured and error-free. In this way, every contact is stored where it is needed and where all colleagues can see it: in the CRM.
Standardized integration. Tailored use.
Take advantage of our Salesforce API integration: setting up snapAddy with Salesforce Professional takes just a few seconds. Thanks to direct data transfer into your CRM forms, no complex IT work is required.
Log in to snapAddy using your familiar Salesforce credentials and benefit from added features such as duplicate checking and customizable fields.
Custom fields in Salesforce.
In addition to standard fields such as lead, contact, and account, you can also add information to other entities such as activities, tasks, appointments, applicants, opportunities, and products.
Reliable duplicate check.
snapAddy uses artificial intelligence to recognize phonetic or other similarities between data records in your Salesforce CRM. You can customize the integrated duplicate check to your specific search and analysis criteria or user-defined entities.
Don't take it from us. Take it from our customers.
Weber Food
Interface Support & Data Mapping.
With the introduction of Salesforce, special emphasis was placed on seamlessly integrating the lead capture software into the existing system.
“snapAddy’s product ticked all our boxes from the very beginning—especially when it came to interface support and data mapping,” says Andreas Wege of Weber Food.
Alcatel-Lucent Enterprise
High CRM Data Quality.
With the introduction of DataAgents, an important milestone was achieved: high-quality data within the Salesforce CRM system.
Dr. Jörg Fischer summarizes: “It’s great that snapAddy DataAgents is directly integrated into the CRM for capturing and correcting contact data. This makes the tool extremely flexible and highly efficient.”
Wipotec
Custom Integration.
During the implementation phase, snapAddy VisitReport was connected to the existing Salesforce CRM.
Wipotec’s specific requirements and needs were taken into account to create a lead management process perfectly tailored to the company.
Baumüller
Seamless CRM Integration.
Baumüller has been using the cloud-based CRM tool Salesforce for some time, along with the fully integrated marketing automation software Pardot.
“Everything we’ve done together with snapAddy has gone very well so far—from the digital transformation of analog paper forms to the connection with the CRM,” says Leonhard Kemnitzer.
Plasmatreat
Consistent Data Across the Organization.
The CRM system is designed to provide all stakeholders with consistent information generated from multiple sources.
“Where we used to involve a lot of staff, we can now save work and use our resources more efficiently. As a result, the investment in snapAddy paid off very quickly,” explains Christine Krenkel.
About Salesforce.
Salesforce is a cloud-based CRM (customer relationship management) platform. It is an integrated CRM system that provides all departments within a company, such as marketing, sales, retail, and service, with a unified view of each customer.
Category: CRM-System
