cardiris corporate 5 for microsoft dynamics crm scan your business cards directly into microsoft...
TRANSCRIPT
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Cardiris Corporate 5 for Microsoft Dynamics CRM
Scan your business cards directly into Microsoft Dynamics CRM
![Page 2: Cardiris Corporate 5 for Microsoft Dynamics CRM Scan your business cards directly into Microsoft Dynamics CRM](https://reader035.vdocuments.us/reader035/viewer/2022062511/551758f3550346176e8b4706/html5/thumbnails/2.jpg)
Cardiris - Overview• Cardiris is a contacts management
software fed by images of business cards
• Typical use of Cardiris:1. Scan2. Recognize, edit and organize3. 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)
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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
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• IRIS Scanners
Cardiris 5 – Scanning single cards
IRISCard
Duplex (software)600 BC’s per hour
IRISCan
Duplex
Single card
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Cardiris 5 – Scanning multiple cards
• Twain scanners: sheet-fed, flatbed, …
• MFPs: send to folder
Cardiris’« Extract cards »
feature
Multiple cards
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Cardiris 5 – Recognize, Organize & EditRecognize(218 countries)
DuplicatesManagement
Up to three images
Regular (OCR) fields
Custom fieldsCategories
Advanced processing:• On-the-fly OCR• Drag-and-drop OCR• Image processing
Add notes (auto)
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Cardiris 5 - Export
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Cardiris 5 – Demo
• Scanning single cards
• Editing & organizing cards
• Exporting to MS Dynamics CRM
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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)
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Cardiris Toolbar for MS Outlook
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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
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Reference slides – Cardiris 5 screenshots
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Cardiris 5 – Recognize, Organize & EditRecognize(218 countries)
DuplicatesManagement
Up to three images
Regular (OCR) fields
Custom fieldsCategories
Advanced processing:• On-the-fly OCR• Drag-and-drop OCR• Image processing
Add notes (auto)
![Page 14: Cardiris Corporate 5 for Microsoft Dynamics CRM Scan your business cards directly into Microsoft Dynamics CRM](https://reader035.vdocuments.us/reader035/viewer/2022062511/551758f3550346176e8b4706/html5/thumbnails/14.jpg)
Organize & Edit: Duplicates Management Tool
Select « key » fields
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Organize & Edit: Duplicates Management Tool
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CRM Export: for your Needs
On premise
Internet Facing Deployment
12
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CRM Export: Duplicates Management
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CRM Export: Duplicates Management
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CRM Export