Scan a business card. It's a Lead in Dynamics 365.
The people your team meets at trade shows and meetings rarely make it into Microsoft Dynamics 365 Sales. uKeep brings them in: scan their business card, add a note on where you met, and send it to Dynamics 365 with the context.
NORTHLINE
James Carter
VP Sales
james@northline.com
+1 415 555 0142
Lead
James Carter
- Company
- Northline
- james@northline.com
- Phone
- +1 415 555 0142
- Lead Source
- Trade Show
Activity
uKeep note
Met at SaaStr. Send the pricing deck on Monday.
How it works
Set up once. Then it's one tap per card.
Book a demo
Tell us about your team, the events you go to and how your Dynamics 365 is set up.
We connect your Dynamics 365
Together with your Dynamics 365 admin: where cards go, Leads or Contacts, and how events are tracked.
Scan, then send
Your salespeople scan a card, add a note on where they met, and send it to Dynamics 365.
Why teams use it
Built for the moment you meet someone
The context goes with the card
The note on where you met and what you talked about goes to Dynamics 365 with the contact, so whoever follows up knows where the conversation ended.
Leads or Contacts
Each card becomes a Lead or a Contact, whichever your team works with.
The event comes too
Cards from a trade show can be linked to that event's Campaign, so you see what each fair brought in.
Arabic and French cards
uKeep reads the cards you get across the Middle East and North Africa, not only English ones.
Set up with your team
We set the connection up with your Dynamics 365 admin in a demo, around how your team already uses Dynamics 365.
Questions
Before you connect
How do I scan business cards into Dynamics 365?
Book a demo. We'll connect uKeep to your team's Dynamics 365 with your admin; then your salespeople scan a card, add a note and send it.
What does a scanned card become in Dynamics 365?
A Lead or a Contact, as your team prefers, with the note on where you met.
Does every card go to Dynamics 365?
Only the ones your team sends. Everything else stays in uKeep.
We use a different CRM. Can uKeep work with it?
uKeep works with Salesforce and HubSpot as well. For another CRM, tell us which one at hello@ukeep.me.
Something else? hello@ukeep.me