Business Card Scanner

A forum for Deltek Vision CRM & Proposals.
karencollyer
Posts: 16
Joined: Thu Jun 19, 2008 11:43 am
Brief Company Description: Cambridge Systematics specializes in transportation, dedicated to ensuring that transportation investments deliver the best possible results. We are recognized leaders in the development and implementation of innovative policy and planning solutions, objective analysis, and technology applications.
Deltek Vision Version: 4.1
Number of Employees: 267
Company Position: Web and Database Specialist
Vision Modules: CRM, Custom Proposals, SF330/SF255/SF254 Proposals
Number of Offices: 0
Year Vision Installed: 2006

Business Card Scanner

Postby karencollyer » Fri Nov 14, 2008 1:56 pm

We are considering buying a business card scanner so that we may scan cards, format the data in a text file (.csv, etc.) and then use the Import Utility in Vision to upload the data. Is anyone out there using a card scanner in this way, have recommendations about card scanners, or any warnings about NOT using them to import data into Vision?

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Gerald Cox
Site Admin
Posts: 549
Joined: Fri May 23, 2008 10:45 am
Company: Hurt & Proffitt, Inc.
Brief Company Description: We are primarily a Civil Engineering and Surveying firm that offers a few other supporting services. We upgraded to Vision from Advantage in 2005.
Deltek Vision Version: 5.1
Number of Employees: 70
Company Position: IT Director
Vision Modules: Accounting / Billing / Time & Expense / Payroll / CRM / Proposals / Planning
Number of Offices: 3
Year Vision Installed: 2005
Vision User Group: Richmond, VA

Re: Business Card Scanner

Postby Gerald Cox » Fri Nov 14, 2008 2:07 pm

We do something similar although, I would really evaluate how much of this data you want to stick into Vision. We scan cards into Outlook and export from Outlook into a txt format and import that into Vision. When we started this I realized that our Business Development/Marketing people wanted to import all business cards that they gathered at conferences and other events. To me, it seemed like we might be stuffing our database with information that could possibly never be acted on. So I asked that we organize the scanned buisness cards outside of Vision until we get a "hit" (after a mailing or some other marketing campaign) from the information and then we can carry that over to Vision as a lead.

brucepregler
Posts: 2
Joined: Mon Dec 24, 2012 3:38 am
Brief Company Description: fast food restaurant
Deltek Vision Version: 4.0
Number of Employees: 40
Company Position: CEO
Vision Modules: Vision
Number of Offices: 0
Year Vision Installed: 2009
Vision User Group: Washington, DC

Re: Business Card Scanner

Postby brucepregler » Mon Dec 24, 2012 3:40 am

I use CardFila.com to collect all business cards on iPhone because it is so easy to collect, find and use any contact at any time.
You can access the contacts everywhere without Internet connection by using CardFila for Mobile (iPhone or Android phones). I also can do this on Android, computer, laptop. Capture fast and simple operation (taken ~ 200 cards/10 minutes). Capture any where by mobile phone


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