Moblize.it Blog

GammaTile Streamlined Conference Lead Capture with iCapture + HubSpot + Salesforce

maheep7b26988b6f — Mon, 19 Jan 2026 12:46:32 GMT

GammaTile Streamlined Conference Lead Capture with iCapture + HubSpot + Salesforce

Products Used

About GammaTile

GammaTile is an FDA-cleared, surgically targeted radiation therapy for the treatment of operable brain tumors. It uses small bioresorbable collagen tiles embedded with radiation sources that are placed directly at the tumor site during surgery. This allows radiation therapy to begin immediately while precisely targeting remaining cancer cells. By delivering localized treatment, GammaTile helps reduce damage to healthy brain tissue. It is used for both newly diagnosed and recurrent brain tumors.

Business Challenges

Manual event lead processing created data quality and attribution gaps

Before Moblize.it’s implementation, GammaTile’s event lead flow depended on manual steps and inconsistent inputs—creating operational drag for both marketing and sales. Common issues included:

Manual data uploads after events
Multiple formats for the same data type (spreadsheets, exports, partial fields)
Missing data or data entered into the wrong fields
Duplicate records, followed by a long and painful deduplication process
Days spent troubleshooting sync issues and trying to maintain a single, reliable record across iCapture, HubSpot, and Salesforce
Limited visibility into lead attribution and downstream sales outcomes, because event leads weren’t flowing cleanly end-to-end

Solution: Automated iCapture → HubSpot → Salesforce with bi-directional syncing

Moblize.it partnered with GammaTile to eliminate manual uploads and create a reliable, end-to-end lead capture and tracking flow. The project followed a practical, event-ready approach:

Discovery: We reviewed GammaTile’s current event workflow, iCapture lead fields, HubSpot properties, and Salesforce requirements to identify what needed to be captured at the event—and how it should map for attribution and sales tracking.
Technical Architecture & Field Mapping: We designed a clean data flow where event leads captured in iCapture automatically land in HubSpot, and then sync to Salesforce via a bi-directional integration, ensuring both teams operate from consistent, unified records.
Data Quality & Duplication Control: We implemented a structured approach to prevent common conference issues—like inconsistent formats and duplicate creation—so teams didn’t have to spend days cleaning and reconciling records post-event.
End-to-End Validation on a Short Timeline: With the event date approaching, we proactively validated the full lifecycle—capture → marketing → sales—so GammaTile could go live with confidence.
Live Event Monitoring: During the conference, Moblize.it monitored the activity to ensure leads were flowing correctly and issues were caught early—before they became post-event cleanup.
Post-Event Optimization: After the event, we also flagged configuration issues inside HubSpot that could negatively impact campaign performance and waste budget—helping GammaTile improve beyond the original integration scope.

Benefits:

Eliminated manual lead uploads and spreadsheet-driven processes
Standardized lead data across systems—fewer missing fields and mis-mapped values
Reduced duplicate records, avoiding long dedupe cycles after events
Faster lead follow-up by making event leads available to sales promptly and consistently
Improved lead attribution + sales tracking across marketing and sales systems
Less time spent firefighting sync problems, more time spent executing campaigns and selling

Project Outcome:

GammaTile moved from a manual, error-prone event lead process to a streamlined, automated workflow that reliably captures conference leads in iCapture, routes them into HubSpot, and synchronizes them bi-directionally with Salesforce for full-funnel attribution and sales tracking.

Testimonials

“I was looking for an affordable HubSpot partner to help us integrate iCapture with HubSpot for an upcoming marketing event. As we use Salesforce for managing the Sales pipeline, we needed an expert who understands not just iCapture and HubSpot but HubSpot and Salesforce integrations as well. Moblize.it was very quick to respond and proactively helped us validate end to end in an incredibly short timeline. They also monitored the activities throughout the event to ensure everything was functioning correctly. Post event, they pointed us to a few serious issues in our HubSpot setup that were costing us money and potentially poorly performing campaigns.”

“Vikram from Moblize.it has been great to work with as my company refined our workflows related to Salesforce and other platforms (specifically Hubspot and iCapture). He’s available at short notice whenever we need him, makes good suggestions beyond just technical assistance, and is very fair about how he charges for his time. He has exceeded expectations and I would recommend him strongly.”

Additional Case Studies

Case Study

Connecticut Childrens Raised 50% more with unified Sales & Marketing

Connecticut Childrens Raised 50% more with unified Sales & Marketing Products Used…

By Moblize.IT November 6, 2024January 19, 2026

Case Study

Allucent Recognizes Marketing ROI by Integrating Sales

Allucent Recognizes Marketing ROI by Integrating Sales Products Used About AllucentAllucent is…

By Moblize.IT October 8, 2024January 19, 2026

Connecticut Childrens Raised 50% more with unified Sales & Marketing

Moblize.IT — Wed, 06 Nov 2024 23:55:49 GMT

Connecticut Childrens Raised 50% more with unified Sales & Marketing

Products Used

About Connecticut Childrens

Connecticut Children’s is a leading pediatric academic medical center consistently ranked by their peers as among the best children’s hospitals in the nation. Connecticut Children’s is the only hospital in Connecticut dedicated exclusively to the health and well-being of children and families.

Business Challenges

Foundation migrated from a legacy system to Salesforce with the help of a big-named IT consulting company. The migration was not done well, resulting in a broken system with extremely poor user experience and broken functionality. This led foundation unable to keep track of donor data and manage fundraising efforts. Contact and Account 360 were completely broken. Foundation’s Salesforce Marketing cloud was disconnected from NPSP as well.

Solution:

Moblize.it partnered with Foundation to fix Salesforce instances to help them manage and scale. The project involved a comprehensive approach:

Discovery: Moblize.it conducted a detailed analysis of all the involved key products such as Salesforce NPSP, Salesforce Marketing Cloud, Classy, iWave to uncover major pain points.
Technical Architecture: Based on the findings, Moblize.it crafted a detailed functional and technical plan to achieve short term, mid term and long terms goals without affecting the existing day to day work flows.

Benefits:

Improved User Experience: All the major page layouts and permission sets were redesigned to help users easily use the system.
KPIs and Dashboards: Designed new reports and dashboards to help the data research team and sales teams make sense of all the activities, goals, and current progress.
Case Management: Implemented Case management to remove the bulk of manual processes involving emails, calls, and Excel sheets. This saved time and removed manual work.
Unified Sales & Marketing: Connected Sales and Marketing cloud to avoid duplicate contact management, improving donor segmentation. This helped the foundation for data security compliance and improved campaign outreach.

Project Outcome:

The one-year project with Moblize.it empowered Foundations’s Sales, Research, and Marketing team with a unified experience. This improved donor outreach and resulted in 50% additional fundraising.

I had the pleasure of engaging Moblize.it's support for the last year to accomplish some key projects we needed for our NPSP instance. From the start, we were impressed with their knowledge and expertise within the system. Moblize.it quickly began work, while taking the time to fully understand the challenges we had. The solutions recommended were not only exactly what we ended up needing, but they were thoughtful and careful in his recommendations to fully-suit our various team needs. I have no hesitation that when we need outside consulting in the future, Moblize.it will be the first number we call.

Lauren M

VP Operations

Additional Case Studies

Allucent Recognizes Marketing ROI by Integrating Sales

Moblize.IT — Tue, 08 Oct 2024 22:54:07 GMT

Allucent Recognizes Marketing ROI by Integrating Sales

Products Used

About Allucent

Allucent is a global provider of comprehensive drug development solutions, including consulting, clinical operations, biometrics and clinical pharmacology across a variety of therapeutic areas. With more than 30 years of experience in over 60 countries, Allucent’s individualized partnership approach provides experience-driven insights and expertise to assist its clients in successfully navigating the complexities of delivering novel treatments to patients.

Business Challenges

Disconnected Marketing and Sales Systems

Allucent, a life sciences and research company, relied on separate systems for marketing (HubSpot) and sales (Salesforce). This siloed approach created a significant challenge for their marketing team: measuring the Return on Investment (ROI) of their marketing efforts.

HubSpot managed landing pages, inquiries from vendors and customers, and lead nurturing for Allucent’s various services, including clinical trials, pharmaceutical research, and government grants. However, this data wasn’t seamlessly transferred to Salesforce, where the sales team tracked opportunities, contracts, and revenue generation.

This lack of integration created a blind spot for the marketing team. They couldn’t track leads all the way through the sales funnel and measure the effectiveness of their campaigns.

Solution: Bi-Directional Integration between HubSpot and Salesforce

Moblize.it partnered with Allucent to bridge the gap between their marketing and sales systems. The project involved a comprehensive approach:

Discovery: Moblize.it conducted a detailed analysis of both HubSpot and Salesforce to identify key data points, workflows, and user needs.
Technical Architecture: Based on the findings, Moblize.it designed a technical flow to establish a bi-directional data connection between HubSpot and Salesforce. This allowed for seamless transfer of information in both directions.

Benefits:

Lead Tracking and ROI Measurement: With the integration, the marketing team at Allucent gained the ability to track leads all the way through the sales funnel. This transparency allowed them to see how leads generated from various marketing activities (conferences, webinars, landing pages, organic traffic) progressed into paying customers. This provided valuable data for measuring ROI and optimizing marketing campaigns.
KPIs and Dashboards: Moblize.it developed custom dashboards within HubSpot that displayed key performance indicators (KPIs) for the marketing team. These dashboards provided real-time insights into the performance of various marketing initiatives, enabling data-driven decision-making.

Project Outcome:

The six-month project with Moblize.it empowered Allucent’s marketing team with the tools and data they needed to measure the true impact of their marketing efforts. With clear lead tracking and insightful dashboards, they were now able to optimize campaigns, demonstrate ROI, and ultimately contribute significantly to Allucent’s sales success.

Moblize.it recently supported the implementation and integration of our Hubspot platform with our Salesforce CRM. They conducted a thorough discovery exercise to learn and understand our unique sales processes to ensure the integration/workflows were tailored to our needs. Their expertise and knowledge in leveraging both platforms features and functionalities have allowed us to maximize the platform's potential and enhance our overall marketing automation, lead nurturing processes, and reporting capabilities. I would highly recommend Moblize.it to future clients.

Sam M

Senior Director, Allucent

Additional Case Studies

Case Study

GammaTile Streamlined Conference Lead Capture with iCapture + HubSpot + Salesforce

GammaTile Streamlined Conference Lead Capture with iCapture + HubSpot + Salesforce Products…

By maheep7b26988b6f January 19, 2026January 19, 2026

Case Study

Connecticut Childrens Raised 50% more with unified Sales & Marketing

Connecticut Childrens Raised 50% more with unified Sales & Marketing Products Used…

By Moblize.IT November 6, 2024January 19, 2026

ScanBuddy.ai easily transfer your contacts between android and iphone

Moblize.IT — Sun, 27 Feb 2022 19:52:12 GMT

ScanBuddy.ai has a killer feature to let you move your data between android and iOS. Even if you do not need to transfer data, you still can keep it as a backup on ScanBuddy.ai cloud power by Google and never fear of losing it. This is completely free and there is no limit on how many contacts you can import export. ScanBuddy.ai also takes care of duplicate detection while doing the import export. So, completely fuss free solution.

Below is the process:

Download the scanbuddy.ai app from iOS app store and google play store. Links are on the https://scanbuddy.ai website.
For this example, let’s assume that you are transferring contacts from android to iOS. So, open the app on your android phone.
If you are a new user, go ahead and create your digital profile by going to the middle tab.
Fill up information and it will ask for creating a unique buddy code. Pick a word from the left and write a easy to remember word on the right as below
Once this is done, import your contacts either on the next screen or going to the settings. Please note due to required permissions you may have to click the button twice.
Once contacts are imported you will be able to see on the first tab in the app.
At this point, go to iPhone and download the app.
This time on the iphone pick “Returning User” option or skip here and go to settings.
Add your buddy code that you created on the android phone as below
With in few seconds, all the contacts will be in the scanbuddy.ai app on your iphone.
Final step, go to settings and click export contacts as below:
That’s it. In case you do not see the contacts in your iPhone phone book, try to kill the phone book app and restart. Sometimes, iPhone takes a bit time to refresh new data.

What should a B2B Sales Representative do to make Effective Sales?

Prerna Kaul — Mon, 20 Jul 2020 09:23:14 GMT

Although the concept of making a sale seems simple, B2B sales is more than just a transaction; it requires intricate strategies to convince all the people involved in the business deal.

B2B sales, also known as business to business sales, refers to companies who primarily sell products and services to businesses, rather than direct to consumers (B2C). The fact that sales happen between business entities means that the process is often more complicated than selling to a consumer – B2B sales typically have higher order values, longer sales cycles and are often more complex than B2C sales.

A generalized process to close a sales deal with an account would be to identify and select target accounts, research the common challenges/requirements of the companies, tailor a personalized proposition for the company, and lastly reach out to them.

The conversion of a B2B lead to a successful sales deal requires various tactics by a sales representative. The most crucial step is recognizing the methods to outreach which will deliver better performance. Most of the salespeople mentioned that the winning outbound channels are employee and customer referrals and social selling. Channels such as lead lists, company events, and email campaigns tend to have the lowest performance.

Sales representatives need to present buyers with a well-crafted solution that meet their requirements, but they face a lot of hindrances while closing a deal. The most common challenges are the presence of low-price competitors in the market, selling the differentiating factor of their product, convincing the company to change their current way, and to adopt a new system.

To overcome these obstacles, salespeople need to identify the methods that drive the sales in a positive direction with a higher likelihood. They need to recognize which methods to use for a set of target companies which will result in a greater response and will lead to closing the sales deal. Most effective activities that a sales representative can take on are:

Social Selling – Social selling in not an option, but rather a necessity nowadays. Social selling designates a process of using social media (Facebook, Twitter, LinkedIn, etc.) to build relationships with potential clients and convert them into paying customers. Companies sell on social media because their customers are there and because it’s very likely that their competitors are already there too. Many salespeople, more than 40%, mentioned that they have closed between two to five deals as a direct result of social selling. It is the most popular and the most effective activity to convert a lead into a successful customer.

Customer/Employee Referrals – Consumers/businesses trust referrals from people they know. A Marketshare report notes that word-of-mouth can improve marketing effectiveness by as much as 54%. Businesses using referrals as part of their regular marketing see conversion rates up to 70% higher, and they also report a 69% faster close time. Offering a reward to the current customers will attract more referrals from them, thereby increasing the business pool and because it is coming from a trusted source the new potential business is more likely to close the deal. Keeping track of which incentive was offered, to which group, and at what time can be used to measure the success of these efforts and come up with a repeatable strategy over time.

Cold Calling and Email Campaigns – Cold calling is a technique of contacting potential customers over the phone in order to solicit business. Traditionally, this process involves going through a lead list and calling each potential entity one by one, who may or may not know about the product. Making an effective cold call is tricky because the variety of possible responses from your prospect. Many times, the recipient will simply hang up; or put the telephone number in a spam list and will pick up the call. Furthermore, the comparative attractiveness of cold calling is decreasing in comparison with more modern types of prospecting like using social media to reach out. Sending out cold emails, which requires much lower time investment per prospect, is also an option salespeople use but it has a low response rate and has not proven to be any more effective at generating leads.

A Particular Day in the Week – A lot of salespeople believe that on selective days they receive good responses from the leads and even close the deals in some cases. This can be attributed to the fact that, on a specific day the general workload of a company is less and hence they have spare time on hands to indulge in conversations and hence are more likely to listen and respond.

Maintaining Relationships around Festivals – Eventually, all the nurtured leads that turn into business are due to effective interaction between a sales representative and the maintenance of that relationship. At certain times in the year, for instance, at the end of the year, people are more generous and are willing to spend, so these times give the sales representative an opportunity to strengthen their personal connections, and even rekindle old relationships, by taking interest in the future of peoples’ businesses. These conversations can often lead to up-sells, contract renewals, or referrals that will shore up the pipeline for next year.

A sales rep needs to spend less time on non-selling activities like paperwork and more time in prospecting the leads and working on their activity tactics and building relationships since these are the factors that will improve the sales and seal the deal with higher probability.

Six ways to boost your Sales team productivity

Moblize.IT — Thu, 11 Jun 2020 07:48:19 GMT

Thought of the Month

“Always do your best. What you plant now, you will harvest later.” -Og Mandino

Last week, I had the opportunity to reflect on the last year’s Sales cycle and draw comparison with this year. Even though, this year has been challenging due to Covid-19 and other restrictions, there is more time to focus on Sales strategies, clean and manage customer data and plans to increase productivity to the sales teams.

Improving sales productivity requires a comprehensive approach that tackles inefficiencies in both salespeople’s actions and your overall sales strategies. By taking a two-pronged approach, you give your team the best chance of resolving the issues, preventing them from achieving your revenue goals.

When it comes to enabling your sales team to sell better, here are six solutions to consider.

1. Automate repetitive tasks

It’s estimated that salespeople spend only a third of their time selling and half their time on administrative and other tasks.

While it would be virtually impossible for a salesperson to spend 100% of their time selling, the 33% figure is rather dismal. There is room for improvement, however, and the easiest way to give some time back to your sales team is to automate their basic administrative tasks. For example, automate lead distribution and prioritization, report generation and record creation. You can even use tools that make it easy to schedule phone calls and meetings without all of the back-and-forth confusion about availability.

2. Give Sales the tools they need to be flexible

Your sales team needs to be able to meet customers all the time. Staying in the office all day doesn’t cut it anymore. Despite the everlasting popularity of social media, people do enjoy face-to-face interactions. Enable your sales team to sell anywhere, but make sure they have the right tools first.

A great contact management app can help Sales rep finding, updating and entering new contacts. such as, ScanBuddy.ai.

In regards to accessing CRM, sometimes it’s not convenient to login to CRM, wade through a sea of options to find what is needed and update just one or two small details on assigned tasks. A lightweight, intelligent and mobile app can save tons of time for your sales team by enabling CRM access from any device, app, location and network. FLashCX.ai is one such cool CRM apps that works hand in hand with leading CRMs in the market and brings the utmost efficiency in accessing and managing CRM data.

3) Keep Your CRM Updated

Surveys show that 79% of the data salespeople collect never makes it into their CRM. That number is staggering, but I believe it. Sales reps don’t have time to keep their CRM up to date. Even if they did, they should be focusing on higher value-added tasks.

That said, ensuring data is captured regularly and in a standardized fashion is crucial to growing your business. Your CRM is only as good as your data, and your data is critical to help ensure you have accurate sales tracking, sales reporting, and transparency.

When used correctly, CRMs can boost your sales productivity by:

Highlighting the opportunities that are most likely to close
Helping you keep track of the next steps for each prospect
Keeping your pipeline organized, so you don’t waste time looking for information

If you don’t have time to keep your CRM updated, use a productivity app such as FlashCX.ai to do it for you. It’ll log all of your call notes, move prospects through your pipeline, and help with many of the other productivity strategies in this article.

4. Get personal with your top leads — and early.

Ensure your sales team is in touch with their best prospects early on. Sending end-of-cycle emails (“Where did the year/quarter go?”) is typical and a little boring, but a riff on that idea may do the trick.

One excellent way to break through the professional muck is by getting a little personal. Ask for updates on their year or next 6 months, inquire about their specific job burdens and see if there’s some way you can help. This is also a good time to update your client Rolodex, and update your clients on changes within your company. This tends to be a good time to finalize any outstanding transactions, so there’s incentive on both sides to clean things up before the new year.

It also helps to get clients’ mobile numbers early on, so if you’re on a tight deadline, you can call them. Just make sure that your CRM has the most updated contact information of your customers all the time.

5. Proactively Seek Out Referrals

Referrals are 4x more likely to close than web leads. Thus, seeking out referrals is one of the most effective ways to boost your sales productivity.

The easiest way to increase your referral pipeline is to remain in close contact with your customer success team. They have a strong pulse on who the happiest, most engaged clients are, and can give you recommendations on who to ask for referrals from.

Additionally, if you have a list of clients who you tend to request referrals from, check in with your customer success team first. They can let you know if there are any changes in your clients’ experiences that would make it inappropriate for you to request a referral.

6. Recognize a job well done

Motivation is one of the keys to efficiency. People who are motivated to do a good job or simply earn their manager’s praise, are more likely to get things done. Never underestimate the power of praise. Respect your sales team, get to know them, work with them individually, nurture their talents, give them room to grow and develop, and they will certainly repay you with their productivity. Very few people are comfortable “letting down” someone they respect, and will work hard to earn their admiration.

Finally, don’t forget to develop a way to measure productivity and success. Without a benchmark, it’s impossible to know whether you have truly made any progress. For a sales team, the number of leads engaged and the number of finalized sales are good metrics to consider.

Awesome Duo: FlashCX.ai and ScanBuddy.ai

FlashCX.ai , a really cool way to access your CRM and manage data without going to CRM at all. Flash saves tons of time for your sales team and leadership and bring more efficiency. FlashCX, CRM at your fingertips!

ScanBuddy.ai is an Artificial Intelligence-based focused mobile/web solution for busy and successful Sales Professionals. It solves key challenges of contact management by Sales users and enables them to manage contacts from anywhere, any device and any tool (app, slack, teams, bots). All this happens with AI and Machine learning in the cloud with secure and 100% data accuracy.

What is CRM

Shilpa Ahalawat — Fri, 07 Feb 2020 09:27:50 GMT

In our daily life when people talk about smartphones, they are usually referring to an online system. A tool that helps in contacting our relatives and friends, managing contact numbers, locations on google maps, tracking systems and more. Nowadays everything is online and that is making everyone’s life so easy. Just like smartphones, a CRM system helps companies to connect with customers, to increasing productivity, to store customers and prospect contact information and more.

A CRM system is completely defined in a simple word like:-Improve business-customer relationships. A CRM system is also known as Software-as-a-service(SAAS) CRM, online CRM, and web CRM.

DIFFERENT WAYS TO REACH CUSTOMER

WHAT DOES A CRM SYSTEM DO?

A customer relationship management completely based on the KYC process that knows your customer. For example, focusing on customers needs and wants, increases the sales and profitability, and assemble everything in one place.

Some basic steps are defining the process of CRM systems.

Finds new customers
provide services according to the needs of customers
Builds a strong relationship with customers and grow our business faster.

One of the best products in the market of CRM System is Salesforce. It is also called a CRM Solution that brings companies and customers together. If we use salesforce CRM according to the needs and wants of customers, a company’s sales, marketing, and customer service team can understand every customer and build a strong relationship with their customers.

WHAT ARE THE BENEFITS OF CRM?

The major benefit of CRM System is to create a useful structure of an organization to increase a company’s growth, to increase efficiency, productivity, and profitability of the company. A few years ago, employees collected information about customers and salespeople can end up this information using multiple sources like sticky notes, call logs, etc. Nowadays CRM enters the market and helps bring it all together in a commonplace.

Making a good CRM System should be a focus on the customer service team, control data security and manage data privacy and more.

WHO NEEDS CRM SOFTWARE?

CRM Software directly related to customer relationships. It is commonly used in sales, marketing, and customer service functions. CRM Software helps companies to increase their growth, productivity, scalability, efficiency, and long term customer relationships. So that in different fields CRM Software plays an important role according to the different type of fields work, like:-

Marketing team
Sales team
Service team

Marketing team:– Marketers will be able to use the CRM to generate new ideas and strategies, according to the market and maintain that properly using CRM Software.

Sales team:– Salespeople will be able to use the ideas and strategies that are provided by the marketer, set a task to follow up with customers.

Service team:– Customer service team will be able to use the CRM Software to solve the issues with the customers, support the customers to ask any queries about the product.

some important terms define why needs CRM Software –
For better customer support
For better customer relationship
For better sales productivity
Everything available on a single place
For winning strategies.

Scanbuddy.ai joined forces with Salesforce

Moblize.IT — Mon, 18 Nov 2019 08:00:00 GMT

Now available in Salesforce!! that’s right! We have integrated ScanBuddy.ai with Salesforce CRM to expand our footprints in all leading CRM platforms to help larger Sales population.

The new integration allows you to scan and sync contacts with your Salesforce instance from ScanBuddy.ai, and also search and see results in ScanBuddy app. The complete contact management based on proprietary ScanBuddy.ai solution that is integrated currently with Oracle Sales Cloud and FreshSales CRM is also available with Salesforce platform.

The integration also allows contact owner to share contacts from Salesforce instance to be available on ScanBuddy.ai app for entire sales team. Sales teams can enable the integration right from the ScanBuddy.ai mobile app by selecting Salesforce CRM in the settings tab and enter essential details.

As you already know by now, ScanBuddy.ai uses a combination of Artificial Intelligence and smart human intervention in case of exceptions for efficient and most accurate business card scanning in the world. This helps Sales teams from all over the world using ScanBuddy.ai solution daily and numbers are just increasing day by day!

We offer global support and slowly enabling more languages apart from the current set of supported languages including but not limited to English, German, Danish, Dutch, Spanish.

All of ScanBuddy.ai’s unique features such as automatic account creation and contact association, ability to scan as lead and account contacts, add notes after scanning and enabling automation through workflow are available with Salesforce CRM so that you can tie up multiple tasks and kick off an automated workflow that starts from scanning the contact at ScanBuddy.ai.

Please let us know if you are curious to know more about the integration and ScanBuddy.ai future roadmap.

Software Development Companies near me

ScanBuddy.AI – Pro Business Card Scanner in Action

Moblize.IT — Tue, 16 Jul 2019 20:03:44 GMT

A lot of our customers and prospects have asked us for a see in action video of ScanBuddy.ai. So, we decided to create one. And here you go!

Please note that there is no audio.

Scan Buddy App chosen as the App of the Day

Moblize.IT — Wed, 15 May 2019 08:03:26 GMT

Hurray! It’s a day of celebration for Moblize.IT LLC team. We are featured on the leading Software site Download Astro’s, “App of the day” section with a reach to over 10M monthly visitors. It is owing to our mobile app Scan buddy, thanks to the efforts and hard work of our team members.

To say a few words about us, we are a leading IT company with our services extending to B2B and B2C customers. We are into Chatbot development, development of hybrid mobile applications for Android and iOS and responsive UIs for enterprise apps. Our enterprise consultation services involve integration solutions designed for foremost enterprise SAAS providers like Oracle, ServiceNow, Salesforce and Workday.

In the interview, we spoke about how tediously we have been working on Scan Buddy. We spoke on what user needs we are finding really important. We spoke on how we are willing to eliminate the need for business apps through our Mobile App.

Speaking about our novelties, we were able to give a clear picture of what we are aspiring. We shared about our future plans and our message to the new users.

Like every startup, we too wish to provide the best quality products for our customers. It is the driving force that keeps us going. As a milestone, we are extremely happy to be featured in their renowned website. It is an honor for our team. We are looking forward to providing the best for our customers through our innovative ideas.

You can download Scan Buddy app for free to scan business cards at http://scanbuddy.app

To read the full interview, visit this website:

https://appoftheday.downloadastro.com/app/scan-buddy-pro-business-card-scanner/

Moblize.it Blog

GammaTile Streamlined Conference Lead Capture with iCapture + HubSpot + Salesforce​

GammaTile Streamlined Conference Lead Capture with iCapture + HubSpot + Salesforce

Products Used

About GammaTile

Manual event lead processing created data quality and attribution gaps

Testimonials

Additional Case Studies​

Connecticut Childrens Raised 50% more with unified Sales & Marketing​

Allucent Recognizes Marketing ROI by Integrating Sales

Connecticut Childrens Raised 50% more with unified Sales & Marketing​

Connecticut Childrens Raised 50% more with unified Sales & Marketing

Products Used

About Connecticut Childrens

Additional Case Studies

Allucent Recognizes Marketing ROI by Integrating Sales

Allucent Recognizes Marketing ROI by Integrating Sales

Products Used

About Allucent

Additional Case Studies

GammaTile Streamlined Conference Lead Capture with iCapture + HubSpot + Salesforce​

Connecticut Childrens Raised 50% more with unified Sales & Marketing​

ScanBuddy.ai easily transfer your contacts between android and iphone

What should a B2B Sales Representative do to make Effective Sales?

Six ways to boost your Sales team productivity

Thought of the Month

1. Automate repetitive tasks

2. Give Sales the tools they need to be flexible

3) Keep Your CRM Updated

4. Get personal with your top leads — and early.

5. Proactively Seek Out Referrals

6. Recognize a job well done

Awesome Duo: FlashCX.ai and ScanBuddy.ai

What is CRM

Scanbuddy.ai joined forces with Salesforce

ScanBuddy.AI – Pro Business Card Scanner in Action

Scan Buddy App chosen as the App of the Day

GammaTile Streamlined Conference Lead Capture with iCapture + HubSpot + Salesforce

Additional Case Studies

Connecticut Childrens Raised 50% more with unified Sales & Marketing

Connecticut Childrens Raised 50% more with unified Sales & Marketing

GammaTile Streamlined Conference Lead Capture with iCapture + HubSpot + Salesforce

Connecticut Childrens Raised 50% more with unified Sales & Marketing