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Lead automation

Most companies process paper business cards days after they are received. This manual work wastes time and leaves room for error. It's a bureaucratic task that keeps the salesrep away from his main task: closing deals. By automating the first part of the sales funnel, the team can work much more efficiently and focus on the essentials.

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Our solutions

Branded cards

A digital approach is one thing, using a strong physical icebreaker the other. Everything is possible with Cardify's fully customizable cards. Represent your company's innovative identity at every touchpoint.

Custom CTA's

Going digital has many advantages. One of them is to give potential customers everything within reach. Add custom call-to-actions to the scan page so that customers can communicate directly with your content.

CRM integration

Store all received contact information automatically in a chosen CRM system. You can activate your sales funnel or perform actions to qualify leads before sales representatives even reach the office.

Sales insights

Track every interaction in real-time starting from the first point of contact. Sales insights provides data-driven statistics on contact monitoring and lead generating performance.

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Let's take an example
The problem

One of our clients automates the biggest part of the sales funnel to be as efficient as possible. However, they realized that they had forgotten the most important part, the beginning. There was no solution in place to automate from the moment contact information was exchanged or even one step earlier. Teams processing contact information manually makes room for errors and wastes valuable time.

The solution

They implemented Cardify Pro whereby every team member receives a branded company card and has a connection to the company CRM system for automated lead processing. In addition they also use Sales insights to gain performance metrics.

The result

No sales opportunities are lost and no time is wasted. The process is automated as soon as people scan the reps' card. Exchanged contact details are automatically included in their CRM, after which the automated follow-up mail is sent.

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