Category Archives: Contact Management

How to Master Business Card Exchange in Japan

Exchanging business cards in Japan is a characteristically Japanese experience. It has order, rules, and it’s easy to mess up. That’s why you’ll get a leg up if you, as a non-Japanese, master this process and sharpen your etiquette.You probably know at least a little something about Japan’s many customs in daily life and in business. When you’re actually working on a …

CRM vs. CMS: What’s the Difference between Contact Management and Customer Relationship Management?

Contact relationship management (CRM), contact management system (CMS) … what’s the difference?The lines between CRM and CMS are blurred. Each does a bit of the other. It’s no wonder individuals and businesses both have trouble differentiating and choosing.We’re focused on business here at Sansan, so let’s set the record straight on CRM vs. CMS, and which to choose for your company.What’s a Contac…

Amazing OCR: 8 Ways it Changes Our Lives & 3 Shortcomings

Just what is optical character recognition (OCR)? The simple answer is that OCR is a widely used system for machine or electronic conversion of text into data. In this way, amazing OCR changes our lives.The text can be on a page, in a photo, even handwritten on a scrap of paper. OCR checks us in at the airport, directs mail to our front door, and makes Google even more useful. It’s also at t…

Managing Your Cards and Contacts in Salesforce? We’ve Got Something Great for You

Used around the world, Salesforce has many benefits, such as being easy to use. However by linking it with a business card management service, you can make it even more efficient.“I want to manage my business cards in Salesforce, but I don’t know how.”“Which business card service should I link Salesforce to?”Here we will propose some solutions to those who have these …

Message Function Lets You Communicate with Colleagues via Sansan

Sansan creates valuable, creative ways to work together. For instance, you may want a colleague’s introduction to a prospective client, or hints on how to deal with a contact, or views on a new contact.We’ve now made this much easier. Use the Message function to quickly and simply share tips and discuss deals with your colleagues, within Sansan.Connect business cards/contacts to messag…

Digitize Your German and French Business Cards

“I want to register this card in Sansan, but it isn’t in a language Sansan handles”.Is there anyone in your company who has worried about this?So that you can register even more business cards in Sansan, we have increased the number of languages we handle, allowing for digitization of business cards in German or French.If you have cards in these languages, please take a picture o

Make Prospect Lists in 5 Minutes

October 7, 2016
If your company has a person’s business card, that means your colleague has met this person before. By making use of the cards your colleagues have, you can have a high quality prospect list made in five minutes.And it’s very easy to do.1. First, sign in to Sansan. 2. Change search target from “Holder” to “All”. 3. Click “Advanced”. 4.

Download Your Contact Data from Sansan and Put it to Work

October 4, 2016
Download all of your registered Sansan contact data in CSV file formatYour exchanged business cards equal customer information. Once you download this business card data, you are free to create customer lists so you can manage, edit, and put the data to use in other tools and systems in broad and numerous ways.A few examples…– Create and manage a sales “attack list”– Import conta…

Following Up with Your New Contacts after Trade Shows

September 15, 2016
The meaning of trade shows and result KPIsFor a long time, in the business to business marketing process, trade shows have had an important position. By having a booth at a trade show, you can exchange business cards with many prospects, publicize the products of your company, and increase awareness of them. If it is a show where your competition will also have a booth, you definitely check it, an…

Change Your Approach from Business Card Management to Integrated Contact Management

First of all, whom does a business card really belong to?People generally think that business cards belong to the person who received them, but often the information on the cards becomes the trade secrets of the company or important information for sales, so in this way the business card belongs to the company. Recently, there is a movement to manage business cards as a resource of the company.Thi…