Rememberthe last time youwere onbooth duty at a tradeshow, scanning attendees’ badges with the badge scanner provided by the event organizer?If your experience was anything like ours, it looked like this:With justone scanner in the booth, a line often formed as everybody waited to use the same device.To supplement the basic information provided by their badges, you frequently wrote notes on the backsof attendees’ business cards.At the end of the show,youhanded the badge scanner back to the event organizer. And waited.
A week later, the event organizer sentyouan Excel filewith theattendees’ badge information. Youtook that Excel file and importedthe leads into yourCRM system. Finally, after seven days or more, you sent out your follow-up emails saying, “Thanks for visiting our booth.”By that time, of course, the attendees have likelyforgotten who you areandwhat you do. And you’ve likely lost all the business card notesbecause, let’s face it, nobody wants to key in information collected from the hundreds of people and coordinate it with therecords in their CRM system.
What ifyou could replace thatdedicated badge scannerwitha smart, mobile application that connects directly to your CRM application?
We are excited to announce Leads.
With a badge scanning app runningon your smartphone, youcanscan badgesat any time, from anywhere on the event floor and beyond.In fact, everyonein your company whohasa smartphone can run thismobile app, which meanseverybodycanscanbadges. Oncethe badge is scanned, the app automatically extracts all of the information and presentsitto you onthe mobile device screen.That means youcan take notes, add tasks andassign a lead owner—on the spot, while the customeristhere with you.
You can also connectthe mobile apptobackendworkflowsystems set up in your system. For instance, whenever you scan a badge at a trade show or event, that information is entered as a new lead in theCRMsystem and a “thank you” email is sent out immediately, not seven days later.
This is exactly what we’re delivering with Leads. Thismobile app complements ²վ CRM to give you immediate access to, and let you take immediate action on,the leads yougather at a tradeshow or event.
Leadssupports QR code scanning, but it’ssmart enough to recognize when it can’t scan a QR code. At that point, Leadsautomatically switches to OCR and scansthe readable badgeinformation likefirst name, last nameandcompany name.
Leadsalso has abuilt-incard scanner,soyou can take a photo ofabusiness cardandautomatically populate the related ²վ CRM fields with thecardinformation. Leads will also save an image of the business card itself to ²վ CRM. If the business card includes the person’s Twitter handle, Leads will automatically collect the associated Twitter profile picture and add it to the lead record created in ²վ CRM. You can also enter the Twitter handle manually.
We launched Leads at ²վlics this past week, and all exhibitors at this year’s show used the Leads app to scan the badges of ²վlics attendees. If you’re ready to make the move to a smart, mobile badge scanning app, try Leads. It’s available immediately on iPhone for a one-time fee of $4.99. Android version is in the works.
Update: Leads app has been shut down. We took thebest features of the leads app and made them available in ourcard scanner app. Please contact support@zohogadgets.com for assistance with any ²վ app.
Will this work, I assume so, with a Ipad Mini?
Also, will it work if I don't have ²վ Crm. I need to be able to scan badges and download the details as a csv or xls spreadsheet after the show, is that possible?
Hey, I would like to use the Lead app to scan delegate badges at a upcoming show, but the organizer doesn't use QR codes. Will the app scan text only badges? Also, is this a free app, or?
Does it work when you're offline? Thanks.
Is there a limitation in quantity on manual input leads?
I have an excel spreadsheet with about 1000 people registered, that and I want to import that in my Leads account, so that I could scan it afterwards, and check off the attendees. Is that possible?
Does it work for badges at CES? Thanks.
Do they have to become a lead or can the business card or scanned badge be put into contacts or accounts? Thanks, Sarah
Having too many problems with the Leads app. I can create the leads by scanning, but only the tasks show up in the CRM
Looking at trying this at an upcoming trade show that wants you to rent their scanners. They use a bar code. Is the bar code system universal as in they programed the contact info into the bar code and this app will be able to extract it?
Leads application currently supportspdf417 barcodes andQR codes which are made up of plain text.The types of barcodes/QR codes will vary and differ depending upon theevent organiser, please contact the event organiser regarding the type of barcode used in the badge and also if possible please send us a sample image of the barcode to isupport@zohocorp.com. So that we can analyseand let you know if the Leads app is able to scan the barcode. Prashanth, ²վ iApps.
We are glad to announce that the android version of Leads App is now available at Google Play Store. You can download it from the URL mentioned below, Sivakumar, ²վ iApps.
Do you have a recommendation on a badge QR code creation? Does this app work with Eventbrite QR codes?
Any plans for a bar code application?
The Android version of Leads application will be available by the mid of November.Prashanth,
²վ.
No Droid application? Come on now, Samsung and all of their smart phones are dominating out IPhones.. Lets show the love for both platforms please otherwise you may lose out on many great customers who want to use your system but cant simply because you only offer it for ONE platform (I phone).... We live in a very diverse world, time you accomodate.
I have 3 questions:
(1) WHY does this app only scan QR CODES and not ALL types of barcodes? This question relates to the fact that companys attend tradeshows which employ VARIOUS barcodes on the badges. I understand that it automatically switches to scanning the name and company, BUT it does not have the capability to scan ALL information the attendees provide at check-in (e-mail, phone number, website, position etc.) as this information is NOT displayed on the badge itself..
(2) If you purchase this app, do you need to have the MOBILE subscription activated for that particular sales person (account holder) for it to work?
and...
(3) Why would you have TWO apps that scan business cards ? ..
No Windows Phone support. #Fail. Come on ²վ, its about time you starting showing the 3rd eco system some love.
DeLisa, We are actively working on improving our OCR quality, please write to us at isupport@zohocorp.com so we can take your input to better validate our OCR and at the same time to help you resolve your issues in Leads. Sathya,
²վ iApps
It's true. The app is useless. What a disappointment! How do you describe the problem? What's to tell? Scan a card and see for yourself. The app doesn't work. That says it all. I have an iPhone 4S and I love WorldCard Mobile. Virtually no editing after a scan. Excellent OCR!DeLisa
Wayne,Can you please provide more details about the problems you are having with card scanning? Please email us at isupport at zohocorp dot com. We haven't seen many such issues from our existing users.
This app is HORRIBLE. Don't waste your time or money. It can't handle the simplest of business cards without making many, many errors and omissions. It also lacks so many features that other competitors provide.Best to use a third party app like CamCard which will save your data in the iPhone Address Book; Then fire up the ²վ CRM iphone app. (GREAT APP); select "Leads" from the drop down (from the top left); then select the "+" sign at the top right; then select "Import from Address Book". You now have your "Lead" in ZOHO CRM. (don't forget to sync)²վ Leads SHOULD NOT be in the Apps Store in its current state.
It would be great when you release new apps that you have them for both iPhone and Android devices, instead of the Android users having to wait weeks/months to test and use these products.It seems like a great product and I'd love to share this concept with my clients, but I can't test it without the Android version, and many of my clients are on Androids as well.
Excellent app. I notice you mention that an Android App is in the works. Any indications as to ETA. Thanks
Hi Richard I am hoping to use the leads app for an upcoming exhibition but some of the mixed feedback is scaring me. I need to be sure that the qr codes are properly read and the data really does go into zoho crm. can we have a quick chat about it? Or maybe you can put my mind at rest thanks Steve Mussell
Hi Steve, Thanks for your interest in the Leads application. Leads application currently supports and scans the QR codes which are made up of plain text. And we assure you that the plain text QR codes will be scanned properly and the data obtained from it will be saved into ²վ CRM. If you need more clarification, please write to us at isupport@zohocorp.com. Prashanth, ²վ iApps.
Hi, The link to "Leads" is broken. Please fix.
Fix the links! These URLs don't go anywhere! /crm/blog/...