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 the web, for all major CRM service providers.
mTap Salesforce Integration
- Access the CRM options, through the left sidebar on your mTap Homepage.
- Scroll down through the list of CRMs and ‘Connect Salesforce CRM’ by clicking on the button for the same.
- Enter your login credentials if asked. If you are already signed into your Salesforce account through the same social account that you are using on mTap, your integration will be automatically validated.
- Upon validation, you will be given a message of successful configuration.
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.