Hello DB friends! Can any of you share best practices for new contacts garnered via the exchange of business cards? With our leadership team traveling again, they are gathering various business cards of potential prospects, partners, sponsors, members, etc. I'm looking for some great ideas to get the business card data in Tess and to have a process where these contacts are presented back to our leadership team periodically for next steps. Wondering if anyone out there uses software or equipment to automate the data collection and/or uses the Plans module to keep track of it all. Thanks in advance!
I implimented a Executive and Programming Plans Campaign for the ED and AD when touring to look at scoping international tours 2+ years in advance. We had good buy in, and Exec assistant that was amazing, and a couple of custom things I did that help but are not necessary (ie: the Plans/CSI reminders that email you when they are due).
Doing it from email is aok especially when they are on tour and in the moment. If you want to make business cards entry easier, phototgraph them in a column and use Google images to convert them to text.
Thank you so much for the suggestion! I just tried out the Google Doc text idea and it worked for me just fine! Out of curiosity, how many cards do you find that you can stack in a column...as many as will fit in the photo frame? I also like the idea of the special campaign for this use. I'll give this a try!