We’ve recently had a great use case where business card data extraction was added to monday .com CRM to help a company better manage events.
The idea was that once the team is at the event, they could use a monday form to submit a photo of a business card directly to the CRM. The setup took a few minutes, and now they can easily get prospect contact data to their CRM.
Here are a few demos of what you can do from just a single business card and monday CRM:
Build a leads dashboard:
Bitskout v2 - Create Leads Dashboard from Business Cards with Make, Monday.com and openAI - YouTube
Receive discussion topics based on the prospect information:
Business Cards Dashboard part 2 - Detecting the prospect industry, sending a voice message with tips - YouTube
Build Standard Operating Procedures for your events:
Building Sales Standards in your organisation via Automations - Business cards p.3 - YouTube