Product description
Scan to Salesforce is a OCR software that enables you to quickly and easily scan paper documents into your Salesforce account. With this powerful tool, you can eliminate the tedious and time-consuming task of manually entering data into your CRM. Simply place your document in the scanner, select the fields you want to capture, and click scan. Your data will be automatically populated into Salesforce, ready for follow-up or further processing.
Frequently asked questions
Reviews
Scan to Salesforce is a great choice for anyone looking for an easy way to scan and store documents in the cloud. It integrates with your existing Salesforce account, making it easy to keep all of your customer information organized and accessible. The software is simple to use and offers a variety of features that make it a valuable tool for any business.
I'm not a fan of Scan to Salesforce. I found that it's missing a lot of features that I need in order to do my job effectively. For example, there's no way to export data from Salesforce, and the interface is really basic and dated. Overall, I wouldn't recommend this software to anyone.
As a small business owner, I don't have a lot of time to waste. I need software that is going to make my life easier, not harder. That's why I love Scan to Salesforce. It makes it so easy for me to scan documents and upload them into my Salesforce account. No more wasted time trying to figure out how to transfer files from one place to another!
The OCR Software named Scan to Salesforce is terrible in regards to customer support. I have never had a good experience with their support team. They are always unresponsive and unhelpful. I would not recommend this software to anyone.
Enterprises should use Scan to Salesforce because it is a great tool for managing sales and customer data. It makes it easy to scan documents and convert them into salesforce records. This saves a lot of time and effort, and ensures that all your data is accurate and up-to-date.
This OCR software is a complete joke. It doesn't work half the time, and when it does, the information it captures is often inaccurate. I've tried using it with different scanners and settings, but nothing seems to make a difference. Save yourself the headache and avoid this software altogether.
I have been using Scan to Salesforce for a few months now and I absolutely love it! It has made my job so much easier. I can scan documents into Salesforce directly from my phone or computer, which is really handy. The OCR feature is fantastic and makes sure that all of my scanned documents are high quality and easy to read. Overall, I highly recommend this software to anyone who needs an easy way to scan documents into Salesforce.
I love Scan to Salesforce! They have amazing customer support. I had an issue with my account and they were able to help me resolve it within minutes. They are always available to help and answer any questions I have.