Managing contacts and leads efficiently in a modern CRM system is crucial. The Business Card Scanner app, integrated with monday.com, offers a seamless solution to transform physical business cards into organized, actionable leads. To ensure you get the most out of this powerful tool, here are some best practices for scanning business cards.

1. Use the monday.com Mobile App for Scanning

The Business Card Scanner is designed to work seamlessly with the monday.com mobile app. Here’s how to make the most of it:

• Download the app: Ensure you have the latest version of the monday.com mobile app installed on your phone.
• Access your board: Open the app, navigate to the board where you have your scanner integration configured.
• Capture the card: You can upload business cards through monday.com form or directly through file columns. Simply click on the file column or form input and the app will ask you if you want to upload a file or use your camera real time. Use your phone’s camera to take a clear photo of the business card.

2. Selective Information Scanning

There may be times when you don’t want to capture all the information on a business card. Here’s a handy trick:

• Cover Unwanted Information: When taking the photo, place your finger or an object over the parts of the business card you don’t want to scan. This way, the app will only capture the visible information.
• Manual Adjustments: After scanning, review the extracted information on your monday.com board. Make any necessary adjustments to ensure the details are accurate and complete.

3. Expand Beyond Business Cards

The versatility of the Business Card Scanner extends beyond physical cards:

• E-mail signatures: You can also take screenshots of email signatures and scan them through the business card scanner
• LinkedIn profiles: Simply snap a screenshot of the whole profile page of a LinkedIn contact and scan it. Make sure all relevant contact information is visible.
• Other digital or physical assets: You can really scan photos or screenshots of anything, as long as there is contact information available.

4. Mind the Image Format

To ensure smooth and accurate data extraction, be mindful of the image formats:

• Supported Formats: The Business Card Scanner only supports PNG, JPEG, GIF, and WEBP image formats.
• Size Limit: Keep the file size under 20MB.

5. Uploading Best Practices

For the best results, follow these tips when uploading:

• Single Card per Line Item: Upload a single business card per line item in your monday.com board.

Conclusion

By following these best practices, you can maximize the efficiency of the Business Card Scanner app and monday.com integration. The combination of AI-powered data extraction and a well-organized board system ensures that you never lose valuable contact information and can focus more on building relationships and less on manual data entry. Embrace these tips to streamline your lead management process and transform how you handle business cards.

For more details on setting up and using the Business Card Scanner, visit the monday.com marketplace. Happy scanning!