Slaesforce FAQ

how to make flash card for salesforce

by Aleen Collier Published 2 years ago Updated 2 years ago
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How do you make flash cards?

In order to make flash cards, you’ll need to get your materials together, identify key information, and then physically make them.

How do I create and process flashcards?

Every website then has a button to click that says “create flashcards” or “process flashcards”. Click it and start using them.

How do I choose the best flash card templates?

Typically, there are several different flash cards templates to choose from. Some are more colorful than others. Some are plain white. Some have decorations. Choose the one that is the most appealing to you, but keep in mind that your flash cards should be easy to read.

Should you use a mobile app to make flash cards?

The biggest advantage to a mobile app is that you can take your flash cards with you wherever you go. There are many mobile apps out there that can help you make flash cards. Some are even tailored by subject, such as math and vocabulary. [7] Most apps are free, so try out a couple to see what best suits your needs.

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Why do you want to have your salesmen enter new leads instantaneously?

You want to have your salespeople entering new leads instantaneously so that the marketing department has the possibility to immediately send out relevant information. If your sales guys have collected info about which products interest the prospect then the marketing department has the possibility to tailor messages specifically for the person, make it personal.

When gathering new leads, make sure you don't settle with entering just their contact information?

When gathering new leads, make sure you don't settle with entering just their contact information, you want to add as much relevant info as possible about the prospect. Which product are they interested in, how hot is this lead, do you have marketing permission etc. Give salespeople the possibility to add notes and gather everything relevant, while the information is still fresh in their mind.

Can you scan leads into Salesforce?

Make sure your salespeople have access to a card scanner app that allows them to scan the cards they collect directly into their Salesforce®. You don't want them to scan leads into excel only to later upload them into your CRM, as this will slow down the process as well as hinder immediate marketing automation.

1. Find Scanning Apps and Test

Salesforce users and Admins alike know the solutions are out there, but they’ve often had a bad experience, or they just don’t know where to start. Case in point:

2. Decide on the Advanced Features you Need

The cheaper apps on the market just do an OCR scan and give chunks of data. It’s then on the user to clean up incorrect scan, move things to the right fields, and add in what’s missing.

3. Sell your Sales Team on it

Introducing any new technology usually gets pushback. Some people don’t think they need it. Others want to be left to their old ways; in this case, business card cases, Rolodexes (yes, people still use them, look on Amazon!), and Excel sheets.

4. Set Permissions

You should set permissions when you introduce a scanning app because there is risk of unintended problems. It’s usually best to limit sales reps and most end-users to only creating leads. This avoids redundant data.

Summary: Problem solved, very little time and cost

In a time when poor-quality data brings huge losses, this dirty data wastes time and loses money. A business card scanner is a quick, easy, and even free way to ease the dirty-data pain point for Salesforce admins. It also speeds lead retrieval and opens new avenues for ABM, campaigns, and customization.

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