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How to Scan to Salesforce
Wednesday, September 19, 2012
If you use Salesforce in your day-to-day job, you know that it’s an extremely valuable asset to help you keep your contacts and sales process in check.
Now, with ScanSnap and Salesforce, users have a quick and efficient way to scan and attach important sales documents to contacts, leads and other resources in Salesforce.
To see how this solution works together to keep your workflow operating efficiently, check out this video:
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ScanSnap users say …
As an accountant, I must keep client’s tax records and returns on file…we scan the documents to PDF for digital storage saving lots of time, paper, and storage space.
– Arlene, Accountant, Keene, NH
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