mTap.io offers NFC-enabled Digital Business Cards with a functionality-rich Contact Management System, that integrates seamlessly with various Customer Relationship Management systems. Here is a brief overview of mTap’s integration capabilities and a "How to Integrate Your mTap Profile With CRM" guide.
Integration of mTap with the CRM of your choice is a simple process. Here is how you do it on mobile, for all major CRM service providers.
mTap-Salesforce Integration On Mobile
Access the ‘Menu’ page through the vertical three-lined icon (also called Hamburger Menu) on the bottom right corner of your mTap the ‘Manage Profiles’ page, as encircled in the image.
- Once you are on the ‘Menu’ page, scroll down to the “CRM Integration” option and select it.
- You will be taken to the “CRM Integration’ page.
mTap integrates with a range of CRMs and each quarter, our list grows.
- To connect with Salesforce, select Salesforce from the given options.
- Enter your login details on the overlay that appears.
- On clicking the “Submit” button, your mTap profile will have been configured with your Salesforce CRM.
- You can validate the same via. a green check mark right alongside the Salesforce option in the ‘CRM Integration’ screen.
To integrate Salesforce CRM on the Web platform, follow the guide here.
If you want to disconnect the CRM, follow these steps
- Click on Salesforce.
- You will be given the option to disconnect the Salesforce CRM in the overlay that appears.
- Select ‘Yes’ and your CRM will have been disconnected.
- The same can be validated by the forementioned green check mark no longer being visible against Salesforce.
Transforming Networking with mTap and Salesforce Integration
mTap's integration with Salesforce CRM revolutionizes professional networking by streamlining contact management. This seamless connection allows users to automatically capture and sync contact information from digital business cards directly into Salesforce, eliminating manual data entry. As a result, contact details remain accurate and readily accessible, minimizing errors.
Enhanced Engagement and Follow-Up
With mTap, professionals can effortlessly build and manage their contact databases, facilitating quick follow-ups and deeper engagement with new connections.
Optimize Your Networking
By merging mTap's innovative tools with Salesforce's robust CRM capabilities, users can enhance their networking processes, boost productivity, and cultivate more meaningful professional relationships.