Our sales folks attend conferences and come back with 100s of business cards. What's the efficient way to get this contacts uploaded to CRM as accounts and contacts.
This is the current method we use and still take a long time
1. Use a scanner to scan business card to outlook. Just scanning is fast but having to review the results of OCR take a bit more time
2. At this step, the contacts are already in outlook. So we export to Excel. Rename column Company Name to "Accounts'.
This is the most time-consuming time: to link contacts to existing accounts in CRM.
If the account is already existing then manually insert the exact company name from CRM.
If the account is new, then we need to create the new account first.
Is there any way to speed up step-2? Skipping step-2 and uploading the contacts will create duplicate accounts.
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