Data quality and lead management:
The key to sales success
In today's sales world, the quality of your data and the efficiency of your lead processes are key to success. However, many companies struggle with outdated or incomplete data, leading to inefficient processes and missed opportunities. This is exactly where the interaction between snapAddy and the SAP Sales Cloud comes into play.
snapAddy digitizes sales processes – from mobile data capture to maintenance in the CRM. With VisitReport, sales teams capture contacts and leads at trade fairs, in the field, and during customer meetings in a structured and secure way. The tool combines a mobile app for on-the-go data collection with a browser-based dashboard for preparation, central management, and follow-up. This is how 4,000 customers in sales already work seamlessly, efficiently, and securely – from the trade fair to the CRM.
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Increase process efficiency
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More time for customer interactions
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Greater accuracy in data maintenance
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Optimize sales processes
With the snapAddy VisitReport app, you can:
- Easily capture leads at events by scanning business cards/badges or manually entering data, including conducting conversations
- Automatically complete missing contact information
- Automatically transfer data, including duplicate checks, to the SAP Sales Cloud
- Respond promptly to potential customers and seamlessly initiate follow-up activities
With snapADDY DataQuality, you can:
- Find new contacts and business customers using a variety of sources
- Continuously update existing data and enrich complete data sets
- Minimize maintenance efforts thanks to customized workflows
- Assess the condition of your data at a glance with the CRM Health Score
The seamless integration of both solutions not only saves time, but also ensures that your data is always up to date and that the sales department has access to a reliable database. The result: less manual work and faster, more effective processing of leads.
snapAddy experience
Our long-standing customer EMUGE-FRANKEN has already benefited from this combination. Markus Seydaack, Sales Manager at EMUGE-FRANKEN, describes his experience as follows:
“We were initially skeptical as to whether the digital recording of trade fair reports on mobile devices could be implemented in a practical way. But after the first pilot application, we were already convinced: thanks to the interaction between snapADDY and the Sales Cloud, our lead process at trade fairs is now much more effective, faster and more transparent.”
Use Case 1:
Efficient Lead Capture at Trade Shows & Events
Imagine you are attending a trade show and want to efficiently capture and process the leads you generate on the go in the app. Thanks to snapAddy VisitReport, you can easily scan business cards and badges, and automatically transfer all relevant data into your CRM system.
No contact data carrier at hand? Simply enter the person’s name and company – and VisitReport will automatically fill in the rest of the information for you.
Your sales teams are guided through the conversation using a dynamic pre-set questionnaire and can directly input the relevant information into the app to best qualify the prospect. Afterwards, the captured new or existing customer leads are transferred to the SAP Sales Cloud, where your team can continue working on them. All captured data, such as contact information and meeting notes, is instantly available and precisely tailored to your CRM fields, enabling targeted follow-up activities. The seamless transition from VisitReport to the Sales Cloud ensures that no valuable lead is lost and that leads can be processed without delay. Respond within hours after the trade show – not days.
Important steps in the lead capture process:
Scan business card / trade fair badge
Relevant information is automatically captured and stored in the CRM system. If no contact medium is available, all information can also be imported from LinkedIn. Ultimately, just the person's name and the company are sufficient – VisitReport will search for and complete the remaining data on its own.
Conduct surveys
Mandatory questions and additional fields ensure a complete collection of prospect data. The information is then available in the CRM data structure, rather than being stored only as a text note.
Data transfer to the SAP Sales Cloud
All leads recorded and checked for duplicates are immediately available for further processing.
Use Case 2:
Continuous updating of contact person data
In addition to lead capture, maintaining and updating existing contact data plays a crucial role. Outdated or incomplete data leads to inefficient processes. With snapAddy DataQuality you avoid these problems. Your sales team can find new contact persons and corporate customers, update existing data and have missing information such as e-mail addresses or telephone numbers added and complete them independently.
With an automatic duplicate check, snapAddy ensures that no duplicate data records are created. As soon as the data is complete, it is seamlessly transferred to the SAP Sales Cloud so that your team is always up to date and can start targeted actions.
Important steps in the data maintenance process:
Search for new contacts
Identify potential new customers with DataQuality Research and update existing contact data.
Data enrichment
Automatically supplement missing information with DataQuality Automation using data sources such as LinkedIn, Xing, online sources like the commercial register or legal notices on websites, or Microsoft Outlook signatures.
Transfer to the SAP Sales Cloud
All updated data is immediately available in your CRM system.
Ready to transform your sales processes?
Would you like to learn more about how the integration of snapAddy and the SAP Sales Cloud improves your data quality and optimizes the lead process? Our team is available to answer your questions and show you how you can benefit from our solution. Contact us today and get started on a more efficient future for your sales organization.
Mail: sales@sybit.de
Tel.: +49 7732 9508-2000