CardScan 700C User Manual

Chapter

1

Getting S tarted with
CardScan Lead Qualifier

1

Copyright © 2005 CardScan, Inc. All rights reserved worldwide. This guide is
protected by federal copyright law. No part of this guide may be reproduced or
distributed, transcribed, stored in a retrieval system, translated into any spoken
or computer language or transmitted in any form or by any means whatsoever
without the prior written consent of:

CardScan, Inc.
810 Memorial Drive
Cambridge, MA 02139
T el: [phone]
Fax: [phone]

Trademarks: CardScan and CardScan.net are registered trademarks of
CardScan, Inc. Windows is a trademark of Microsoft Corporation. All other
trademarks are the property of their respective owners.

Disclaimer of W arranties: CardScan, Inc. makes no warranty , representation or
promise not expressly set forth in this agreement. CardScan, Inc. disclaims and
excludes any and all implied warranties of merchantability, title, or fitness for
a particular purpose. CardScan, Inc. does not warrant that the software or
documentation will satisfy your requirements or that the software and
documentation are without defect or error or that the operation of the software
will be uninterrupted.

LIMITATION OF LIABILITY: CardScan, Inc.’s aggregate liability, as well as
that of the authors of programs sold by CardScan, Inc., arising from or relating
to this agreement or the software or documentation is limited to the total of all
payments made by or for you for the license. This limited warranty gives you
specific legal rights. Y ou may have others which vary from state to state. Some
states do not allow the exclusion or limitation of incidental or consequential
damages, so the above limitation or exclusion may not apply to you.

1 Welcome to CardScan Lead Qualifier!

Introducing Lead Qualifier Forms...................................................... 1-1

About this Booklet and Other Resources.............................................. 1-3

2 Scanning Forms and Completing Records

Scanning and Processing Forms ...................................................... 2-1

Verifying and Completing Records..................................................... 2-2

Viewing Records in Your File........................................................... 2-4

Reaching Leads from Summary View ................................................. 2-4

3 Organizing and Managing Leads

Organizing Leads with Categories..................................................... 3-1

Merging and Splitting Files ............................................................. 3-1

Finding Records with QuickSearch .................................................... 3-2

Finding and Removing Duplicates ..................................................... 3-3

Safeguarding Your Contacts ........................................................... 3-3

Keeping Contact Data Up to Date with AccuCard Service ........................... 3-3

4 Sharing Lead Data

Exporting Lead Data to Microsoft Excel ............................................... 4-1

Sharing Lead Records via CardScan.net.............................................. 4-3

Table of Contents

Appendix A: Good Practices

Create and Practice Using CardScan.net Account ...........................................A-1

Prepare for Capturing Contacts without Business Cards ...................................A-1

Practice Using Forms ................................................................................A-1

Strategize! ...............................................................................................A-2

Prevent Scanning T rou ble ..........................................................................A-2

Appendix B: Compliance with FCC and EC

FCC Statement ........................................................................................B-1

EC Declaration of Conformity ......................................................................B-1

Getting Started with CardScan Lead Qualifier i

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ii CardScan, Inc.

Introducing Lead Qualifier Forms

1 Welcome to CardScan Lead Qualifier!

Events, such as trade shows, conferences, and seminars are expensive but important vehicles for
showcasing your product or service and, most importantly, making new contacts! Too often those
new leads are not collected or acted on quickly enough. CardScan Lead Qualifier enables you to
maximize the value of your leads by allowing you to:

• Collect lead data with forms.

• Scan the forms into electronic records.

• Share the records with your team at remote locations.

Introducing Lead Qualifier Forms

Lead Qualifier forms allow you to capture not only the person’s business card (that is, contact)
information but also the data for qualifying this person as a lead. When you scan and process a
form, Lead Qualifier transforms the data as illustrated below.

Lead-Qualifier Form

Electronic Record

Getting Started with CardScan Lead Qualifier 1-1

1

1 Welcome to CardScan Lead Qualifier!

As shown in the illustration, after processing:

• The business card data has been placed in the appropriate contact-information fields.

• The multiple-choice answers have been placed in the fields of the Form Data tab.

The only information not transformed automatically is your handwriting (for example, any notes in
the form’s MEMO, names of products and services, and your initials). You have to copy this data to
the fields by typing.

Because the form allows you to record so much data, Lead Qualifier alleviates the pressure on you
to enter the data into your computer as soon as possible. As a result, you can stay focused on the
opportunities presented by the event.

However, at big events, you may benefit from scanning and processing the forms the soonest
possible. This is because Lead Qualifier allows you to share lead data with your team remotely,
which further increases your efficiency at the event.

If you save lead records to your private account on the secure website CardScan.net, the team
members—given the password—can access this data from anywhere, at any time. This means the
opportunity to obtain prompt feedback and to delegate some tasks.

The tasks to perform in order to make the most of your leads may include:

• Verifying data accuracy and editing records

• Organizing records (for example, categorizing, finding and removi ng duplicates, etc.)

• Copying lead data to other applications, for example, exportin g it to Microsoft Excel or
synchronizing with Microsoft Outlook.

Whether you do it yourself or delegate the work to others, CardScan Lead Qualifier minimizes the
effort by providing you with the features introduced in this booklet. The following section describes
this booklet and other Lead Qualifier resources.

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About this Booklet and Other Resources

About this Booklet and Other Resources

This booklet provides the basic instructions for using Lead Qualifier forms and suggests good
practices that may increase your efficiency. The following table summarizes your other resources.

CardScan Lead Qualifier
Installation and Setup

Getting Started with
CardScan

CardScan Online Help

CardScan Website Visit www.cardscan.com for:

CardScan Technical
Support

This document is included with the CD-ROM containing
the CardScan and Lead Qualifier software.

This booklet provides an overview of CardScan’s features
and describes the basics of scanning and managing data
with CardScan.

Use the online help for detailed descriptions of CardScan
features, instructions, and troubleshooting tips. For dialog
help, click Help on the dialog. The dialog help is displayed
in a tri-pane window, with tabs to display Contents, Index,
Search, and Glossary. You can also access the help by
pressing the F1 key on your keyboard or from CardScan’s
Help menu.

• Software updates

• Documentation downloads

• Knowledge Base, by Technical Support
Contact our Technical Support, as follows:

Tel: [phone]
Fax: [phone]
http://www.cardscan.com
[e-mail]

10:00 A.M. - 6:00 P.M. EST, Monday - Thursday
10:00 A.M. - 5:30 P.M. EST Friday

Getting Started with CardScan Lead Qualifier 1-3

1

1 Welcome to CardScan Lead Qualifier!

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