Cardiris Corporate 5 for Microsoft Dynamics CRM

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Presentation transcript:

Cardiris Corporate 5 for Microsoft Dynamics CRM Scan your business cards directly into Microsoft Dynamics CRM

Cardiris - Overview Cardiris is a contacts management software fed by images of business cards Typical use of Cardiris: Scan Recognize, edit and organize Export contact data to your favorite contacts manager Cardiris supports a wide variety of scanners: IRIS scanners (IRISCard, IRIScan) Twain scanners MFP’s GUI: 19 languages (in Cardiris 5)

Cardiris - Branding Currently available: Software Cardiris (PC and Mac) Latest developments Cardiris 5 for PC Bundled with various scanners IRISCard IRIScan OEM (several solutions) Business card recognition technology is also available in Readiris CE 12

Cardiris 5 – Scanning single cards IRIS Scanners IRISCard Duplex (software) 600 BC’s per hour IRISCan Duplex Single card

Cardiris 5 – Scanning multiple cards Twain scanners: sheet-fed, flatbed, … MFPs: send to folder Cardiris’ « Extract cards » feature Multiple cards

Cardiris 5 – Recognize, Organize & Edit Regular (OCR) fields Recognize (218 countries) Duplicates Management Up to three images Advanced processing: On-the-fly OCR Drag-and-drop OCR Image processing Add notes (auto) Custom fields Categories

Cardiris 5 - Export

Cardiris 5 – Demo Scanning single cards Editing & organizing cards Exporting to MS Dynamics CRM

CRM Export: Key Points Export batches of cards with a few clicks Powefull duplicate detection tool for export Tailor to your organization, suit your needs: Support MS CRM 3 and 4 On-premise or IFD connection modes Flexible entity mapping (lead or contact) Generic field mapping Many user profiles supported Easy deployment (single file copy)

Cardiris Toolbar for MS Outlook

How to face your major challenge: Do more with less, while reducing your carbon footprint No need to print your business card a hundred times nor to keep other’s business cards. Instead: Scan with IRISCard Anywhere Recognize Share on your Microsoft Dynamics CRM server

Reference slides – Cardiris 5 screenshots

Cardiris 5 – Recognize, Organize & Edit Regular (OCR) fields Recognize (218 countries) Duplicates Management Up to three images Advanced processing: On-the-fly OCR Drag-and-drop OCR Image processing Add notes (auto) Custom fields Categories

Organize & Edit: Duplicates Management Tool Select « key » fields

Organize & Edit: Duplicates Management Tool

CRM Export: for your Needs 2 1 On premise Internet Facing Deployment

CRM Export: Duplicates Management

CRM Export: Duplicates Management

CRM Export