Tracking Your Team's Digital Business Card Activity: What a Manager Can See
Card views and taps show a digital business card is being used, not whether it produces pipeline. Here's what a sales manager should track per rep, how to run a weekly review, and what to check bef...
Business Card Scanner for Salesforce: How Scanned Cards Become Leads
A scanned card only becomes a Salesforce Lead if it gets past your org's required fields, validation rules and duplicate rules, and lands with the right owner. Here's what to set up before the show...
Rolling Out Digital Business Cards Company-Wide: Who Does What
A company-wide digital business card rollout needs one owner and a name next to every job. Here's who does what, how to order and hand out NFC cards, onboard reps in waves, handle leavers without l...
Digital Business Card with Lead Capture Built In: What It Is and When You Need More
A digital business card with lead capture built in shares your details and collects the other person's into a lead record with an owner, a time and a CRM copy. Here's what that flow should include,...
Veeva CRM Lead Capture: Getting Congress and Field Leads into Vault CRM
How pharma field teams capture healthcare professionals at congresses and on hospital visits and get them into Veeva Vault CRM, with the Vault setup checks, consent questions and duplicate traps th...
CRM Field Mapping: How to Map Custom Fields Without Breaking Sync
CRM field mapping pairs each form field's key with a CRM property, and most empty columns trace back to a missing pair, a changed key, a type mismatch or a required property nobody mapped. Here's h...