Subscribe
Join 40,000+ sales and marketing pros who receive our 4x a week insights, tips, and best practices.
Thank you! You have been subscribed.

Free Guide: Everything You Need to Know About HubSpot Marketing Hub

Read the Guide Subscribe
Join 40,000+ sales and marketing pros who receive our 4x a week insights, tips, and best practices.
Thank you! You have been subscribed.
Learning Center
Learning Center
Close
The IMPACT Learning Center

Free resources to help you master inbound marketing and They Ask, You Answer

Access the Learning Center

Access the Learning Center

Access the Learning Center
learning_center_grey__What is They Ask, You Answer-v2-black

What is They Ask, You Answer?

What is <span>They Ask, You Answer?</span>
Articles, Podcasts, & Updates

Articles, Podcasts, & Updates

Articles, Podcasts, <span>& Updates</span>
learning_center_grey__Free Courses and Certifications.svg

Free Courses & Certifications

Free Courses & <span>Certifications</span>
On-Demand Keynotes & Sessions

On-Demand Keynotes & Sessions

On-Demand <span>Keynotes & Sessions</span>
Events
Events
Close
IMPACT+ Membership
IMPACT+ Membership
Close
Services
Services
Close
Navigation_8_2021_taya

They Ask, You Answer Coaching & Training

They Ask, You Answer Coaching & Training
They Ask, You Answer Workshop

They Ask, You Answer Workshop

They Ask, You Answer Workshop
Navigation_8_2021_workshop

Inbound Marketing Services

Inbound Marketing Services
Navigation_8_2021_website design - monitor

Website Design & Development

Website Design & Development
Navigation_8_2021_hubspot implementation

HubSpot Training & Implementation

HubSpot Training & Implementation
Navigation_8_2021_virtual selling

Virtual Sales
Training

Virtual Sales <br>Training
Navigation_8_2021_swell - paid ads

Paid Search & Social Services

Paid Search & Social Services
Become a Certified Coach
Become a Certified Coach
Close
... Inbound Marketing HubSpot
Close
Everything You Need to Know About HubSpot Marketing Hub

Free Guide:

Everything You Need to Know About HubSpot Marketing Hub
Read the Guide
Everything You Need to Know About HubSpot Marketing Hub
Free HubSpot Marketing Guide
View Everything You Need to Know About HubSpot Marketing Hub
Everything You Need to Know About HubSpot Marketing Hub

Free Guide:

Master the ins and outs of the HubSpot Marketing Hub before you get started

In this free guide, you’ll learn:

  • How to know if HubSpot is right for you
  • How to set up your HubSpot portal
  • How to truly get the most our of your HubSpot investment

4 Ways to Show Immediate Value to Your Sales Team with HubSpot’s New Business Card Scanner Tool

By Katie Pritchard

Katie Pritchard also recommends this free guide, Everything You Need to Know About HubSpot Marketing Hub.

4 Ways to Show Immediate Value to Your Sales Team with HubSpot’s New Business Card Scanner Tool Blog Feature

On Wednesday, December 12, HubSpot made an update to their mobile app that collects business cards right into the CRM.

Alright, I get it… the concept of collecting business cards digitally is, of course, valuable (no one wants to walk around with pockets full of business cards they’re inevitably going to lose), but, beyond the obvious, there are some immediate metrics that you can impact as well, and get buy-in from the sales team.

Free Guide: Everything You Need to Know About HubSpot Marketing Hub

The HubSpot mobile app has been available for a few years now, but its most recent update in 2016 combined Sales, CRM, and Marketing all into one.

While not every tool from HubSpot is available on the app, the features that are available are intended to locate contact info easily and allow for quick views of performance that allowed you to keep a finger on the pulse of your marketing even on-the-go.

hubspot-app

Source: HubSpot


Though a simple update, this feature could have a big impact on your bottom line by enabling the sales team to make stronger connections and sales quicker, but first, let’s cover how the scanner works.

How The HubSpot Business Card Scanner Works


This new feature is available right in the existing app and can be downloaded in the iOS App Store or Google Play Store.

If you have the app already and recently updated it, the feature is available to you right now.

Under the ‘contacts’ navigation menu, you can access the business card scanner by simply clicking the plus button in the upper right-hand corner, and clicking the option scan business card when it appears on the screen.

hubspot-app-business-card-scanner


After that, the app will just need access to your camera (only when using the app) to scan the card.

The tool immediately opens a new contact record in the app with the information from the card, which you can modify or save immediately.

It’s as simple as that!

The whole process takes less than 15 seconds to open and scan right into the CRM.

Here’s How it Helps Your Sales Team

Great, so your team will be able to save info quickly and frankly not carry around a stack of cardstock, but the value goes far deeper than that especially for your sales team:

1. It cuts down on input time

Yes, we know it’ll cut down time to saving the info on the card, but this is taking it one step further.

That information is going directly into the system where all of your other contacts live - the same spot that your sales team is making notes, sending messages, tracking information.

There is no extra step after the scan to get them in here (like there might be if you were to use some other app).


2. You can take better notes of what you discussed with this new contact

Why would you be able to take better notes? Well, right after scanning the card, you can transition into making notes on what was discussed and what next steps could be.

Nothing gets missed, forgotten, or translated incorrectly if it’s done immediately. That being said...


3. It creates an easier  follow-up process for sales

If better notes are recorded, the next result would be a better follow-up process for these new contacts.

If there are clear notes and even tasks in HubSpot for follow up, your sales team has a better idea of what they need to do and when.


4. It creates a more pleasant way to engage in person

At conferences, everyone’s trying to get new people to their booth and it’s common to host a contest or giveaway to help with this.

Some of you may have used a landing page to collect information and enter them into the contest… which is ok, because it’s fairly easy to set up and everyone knows what to do when they get to the computer or iPad.

However, imagine how much better someone’s experience could be with your company if you saved them even more time by simply scanning their business card right into the app.

Not only will it reduce the friction of entering, but you can take that extra time they would have spent inputting information into a conversation instead.

Business Cards Are Back

To put it simply, this isn’t a throwaway feature update from HubSpot. Yes, on the surface business card scanning doesn’t sound ground-breaking.

However, thanks to its thoughtful integration with the HubSpot Sales Hub, the scanner will empower sales teams to spend less time on tedious admin tasks and more time on the activities that help them close deals faster after meeting someone.

What other ways are you planning on using the scanner? Let us know in Elite!

Everything You Need to Know About HubSpot Marketing Hub
Everything You Need to Know About HubSpot Marketing Hub

Free Guide:

Everything You Need to Know About HubSpot Marketing Hub

Master the ins and outs of the HubSpot Marketing Hub before you get started

In this free guide, you’ll learn:

  • How to know if HubSpot is right for you
  • How to set up your HubSpot portal
  • How to truly get the most our of your HubSpot investment

Topics:

HubSpot
Published on December 14, 2018

Recent Articles

Ultimate List of HubSpot Pros and Cons
January 8, 2022 • 20 min read
How To Optimize Your Marketing Automation Workflows With HubSpot (Tips)
November 12, 2021 • 11 min read
Top 13 Inbound Marketing & HubSpot Solutions Partner Program Agencies for 2022
October 29, 2021 • 8 min read
HubSpot Sales Hub: 18 Things Every Sales Rep Should Know How to Do (+ Videos)
October 28, 2021 • 5 min read
INBOUND 2021 Recap: Takeaways, Speakers, and Lessons Learned
October 25, 2021 • 7 min read
Need a HubSpot Specialist? Here’s How to Find and Hire the Right Candidate
October 22, 2021 • 5 min read
How to Get Sales Reps to Use the HubSpot CRM
October 18, 2021 • 4 min read
HubSpot and Data Privacy: How to Collect Contacts the Right Way
October 4, 2021 • 4 min read
INBOUND is Fast Approaching, Google Leads are Syncing, and Workflow Actions are Placeholding [Hubcast 275]
September 23, 2021 • 4 min read
How to Know When You’ve Outgrown HubSpot Sales Hub Starter
September 23, 2021 • 4 min read
How to Get the Most Out of Your 2-Week HubSpot Free Trial
September 13, 2021 • 5 min read
CMS Hub Starter, business unit add-on, and Stephanie does email validation on a giant database [Hubcast ep. 274]
August 27, 2021 • 3 min read
How much HubSpot do I need?
August 17, 2021 • 4 min read
New HubSpot CMS Hub Starter Tier Released for Growing Businesses
August 6, 2021 • 4 min read
HubSpot CRM review (updated for 2021)
July 27, 2021 • 8 min read
5 HubSpot Sales Hub Tips for Assignment Selling
July 23, 2021 • 7 min read
Custom email nurture reporting, a map hack, and are pop-up forms a thing of the past? [Hubcast 273]
July 22, 2021 • 3 min read
Get your sales team using your CRM platform in 5 easy steps
July 13, 2021 • 6 min read
HubSpot vs. ActiveCampaign: a head-to-head comparison
July 13, 2021 • 5 min read
Close rate reports, custom surveys, and Apple Mail ruining everything for email marketers [Hubcast 272]
June 24, 2021 • 3 min read
Is Your Inbound Marketing Working? Track These 4 Metrics to Evaluate Your Progress
June 15, 2021 • 5 min read
Operations Hub hot takes and college degrees [Hubcast 271]
May 27, 2021 • 2 min read
4 keys to an effective HubSpot strategy in 2021
May 7, 2021 • 6 min read
Think you’re paying too much for HubSpot? Here’s how to get your money’s worth
May 5, 2021 • 5 min read
I’m Hiring a Digital Marketer; Do They Need HubSpot Experience?
May 3, 2021 • 4 min read