Read business card images received in Outlook using OCR and register them as contacts in Salesforce.

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  3. Read business card images received in Outlook using OCR and register them as contacts in Salesforce.
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■Overview

This is a flow that reads business card images received in Outlook using OCR and registers them as contacts in Salesforce.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.

‍

‍■Recommended for

1. Those who frequently exchange business cards

  • Sales representatives or department managers who want to efficiently digitize business card information
  • Those who want to smoothly proceed with customer approaches after exchanging business cards


2. Those who want to efficiently manage customer business card data

  • Those who want to speed up follow-ups by utilizing business card information
  • Those who want to centrally manage customer information in Salesforce
  • Those who want to improve the efficiency of customer management and achieve digital transformation

‍

■Benefits of using this template

By implementing this flow, OCR reading of business card images attached to emails received in Outlook, data registration of contacts in Salesforce, and uploading of business card images are automatically completed.

Since business card information is digitized simply by taking or scanning images and sending emails, the workload on the person in charge is reduced.

Sales and customer support representatives can smoothly proceed with customer approaches and follow-ups.

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Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
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