Salesforce Starter vs. Sansan Scan to Salesforce (discontinued)

If you own a business that has complex selling processes or requires integrations with 3rd party tools/systems, you should look at Professional, Enterprise, or Unlimited editions. Salesforce operates very well across pretty much every industry, but not all sales, marketing, and operational processes are created equal. If your marketing process requires a long list of sendable contacts then I would recommend adding on Pardot or Hubspot. Always start small and scale up, to avoid boxing yourself in down the road.

Incentivized

Sansan Scan to Salesforce is well suited for scanning multiple business cards into Salesforce.

Incentivized

• Tracking phone calls is extremely easy when using the app on the iphone. After a phone call is complete it prompts the user to enter in call details.
• SalesforceIQ also automatically logs emails for us. This has saved us time from entering in information manually.
• SalesforceIQ was easy to set up and allowed us customization for fields that were relevant to our business.

Incentivized

• Quick and accurate scanning of multiple cards at once.
• Simple to use.
• Simple to make edits when importing into Salesforce.

Incentivized

• Table views can be sorted by column. Filters can be applied, but only to one column. Multi-column filtering like Excel allows would be extremely useful and a big improvement.
• The ability to quick copy data in a table view would also be helpful, like (ctrl ') in excel.

Incentivized

• I told Scan to Salesforce that I would appreciate an improvement that auto-corrects for all-capital letters, replacing them with lower case. They are currently looking into a fix.

Incentivized

The system is very user-friendly on a desktop but lacks mobile friendliness. The Customer relationship manager disappears after the deal is signed. We struggled to get the system in a usable format, which was not cost-effective. The CRM system on desktop was great but way more complicated than it should be.

Incentivized

They are great

Incentivized

more expensive but as an industry leader and go, the learning curve pays for itself in ROI in lost time in onboarding

Incentivized

We tried another app, and it wasn't as quick or accurate.

Incentivized

• It made the job more efficient for staff so they can spend time doing other tasks rather than configuring and maintaining Salesforce Starter.

Incentivized

• Saved 30-45 minutes each day.
• Allows me to engage with leads by email much more quickly.
• Staying organized. (I can throw away old business cards after scanning)

Incentivized