Digital Address Book—Collect & Manage Leads via Your Digital Business Cards
Learn how to capture your clients’ contact information directly from your digital business card to build a digital address book. We will also discuss how to utilize this digital address book to export and better manage warm leads collected via your business cards.
Suppose you just gave a sales presentation and convinced a client to do business with you. Traditionally, such interactions end with exchanging paper business cards and manually saving each other’s contact information. In addition, you must also manually enter that information into your lead management tool after the meeting.
These manual efforts can be cumbersome, especially when you deal with many sales calls throughout the day.
So, how do you overcome such scenarios?
By switching to the only paper business card alternative that initiates real-time, two-way contact sharing: Digital business cards (or virtual business cards).
With two-way contact sharing, you can capture your client’s contact information in your digital address book as soon as you share your digital business card with them.
Continue reading to learn how building a digital address book via a digital business card can improve your lead collection and management process. We will also discuss a few popular sectors that can benefit from a digital address book.
A digital address book (or a virtual address book) is a virtual list of contacts or leads you can build and expand using a digital business card. Through this virtual address book, you can view and organize the leads you collect via your card. Next, you can export these leads to your CRM through native integrations or Zapier.
Each recipient with whom you share your card can instantly share their personal details with you via a form on your card. These details include your recipient’s name, phone number, email, company name, etc. This holds true whether you share your digital business card in person or online.
You can view and organize all these details in your digital address book, with each card recipient being recorded as a lead entry in your list.
To use a digital business card that permits two-way contact sharing—allowing you to capture leads for your digital address book—you must opt for a specialized digital business card solution. Let’s learn why.
Why a digital business card solution serves as the best digital address book
Since each lead that you capture via your digital business card becomes a lead entry in your virtual address book, you need a specialized solution such as Beaconstac to get the most out of this feature.
Once you enable the “LEADS COLLECTION” functionality (more on this below) on Beaconstac’s dashboard, your digital business card can begin capturing leads in real-time during networking interactions. These leads are stored chronologically (per the order you meet your clients) on Beaconstac’s dashboard.
You may also sync your list of leads to your organization’s CRM or export it as a CSV file, which you can manually load into your CRM.
These capabilities of a specialized digital business card solution, from lead capture and management to exporting, make for a robust, end-to-end networking solution.
This step is necessary since the card is what initiates the two-way contact-sharing capability that populates your digital address book with warm leads.
Once you are in the card creation process, refer to the steps below to set up your digital address book:
Step 1: Enable the “LEAD COLLECTION” feature on the dashboard
During the card creation process, you will eventually reach the “LAUNCH” tab of Beaconstac’s dashboard, where you will find the “LEAD COLLECTION” toggle switch.
Toggling on this switch enables your digital business card’s two-way contact-sharing capability. Now your recipients can submit their contact information to your digital address book from the virtual business card you shared.
Step 2: Toggle on the data fields you wish to capture via your digital business card
The type of information you toggle on will be the form fields users fill out from your digital business card.
Step 3: Start capturing leads from your digital business card
Once you have completed steps one and two, a “Share your contact” button will appear on your digital business card.
While viewing your card, your recipients can click this button to complete the contact form. The exact fields in this form correspond directly to the data you have toggled on under “LEAD COLLECTION”.
Upon filling out the form fields, your recipients can click “Share my contact” to send the information they have entered to your digital address book.
Step 4: Manage your captured leads on the dashboard
Each form submission your digital business card acquires from a recipient will be stored on the dashboard.
To access your digital address book, simply click on “Leads” on the left panel of the dashboard.
Next, click the information button on the right side of a lead entry to view more information about that specific lead.
There you have it—with Beaconstac, it is extremely easy and convenient to create and manage a digital address book.
Most salespeople are not aware that their digital business card is capable of capturing their client’s details, in addition to effortless contact sharing. This capability allows them to build a digital address book filled with high-quality leads.
Remember, the most ideal opportunity to capture a lead’s contact information is when they are warm and are interested in doing business with you.
Use this opportunity to present your card and ask your prospect to share their contact information through your card itself. The information your prospect shares immediately appears as a new lead entry in your digital address book.
From this digital address book, you can view all of the warm leads you have collected and prioritize them for strategic follow-ups.
2. Real estate
Collecting and nurturing leads is essential to becoming a successful realtor. Traditionally, this process begins when the realtor exchanges contact details with their prospects through a paper business card. The following manual work of adding the warm leads to your address book takes even more time.
You can use a digital business card to streamline this initial exchange. Once you share your virtual business card, its two-way contact-sharing ability will allow the potential homebuyer to digitally submit their contact information.
You do not need to manually enter this information into your digital address book since it is automatically recorded. Later, if you need a snapshot of all the high-intent homebuyers who shared their contacts with you, you can simply refer to your digital address book.
Another sector that can significantly benefit from a digital address book and two-way contact sharing is recruitment.
Let us look at a scenario: You are a recruiter at a career fair. You might be interested in collecting the email addresses of all suitable candidates you encounter. Now, you do not have to do this manually on a spreadsheet or have your candidates fill out a form.
Once you have conveyed your expertise through your digital business card and got a prospect interested in your legal services, they are more likely to share their contact information.
Your prospects can easily do this via the digital business card you have shared during your first encounter. You can view all of the information prospects share from your card in your digital address book. From here, you can begin due diligence on your potential clients based on the information they shared.
Collect and manage leads through Beaconstac’s digital business card solution
We hope that you understand the importance and convenience of a digital address book and what two-way contact-sharing can do for your lead generation and management processes.
Choosing Beaconstac allows you to effectively and conveniently utilize your digital address book, which you can start building using your digital business card.
Simply share your card contact-free via Apple or Google Wallet, business card QR Code, or other digital methods to start capturing your clients’ contact information as leads in your digital address book.
Very soon, you will be able to export the leads you capture into your CRM software—Salesforce, HubSpot, or 700+ other CRMs via Zapier.
Unlike with other platforms, you and your recipients get all of these capabilities without downloading an app. Moreover, your business card activities, from creation, distribution, and performance tracking, are safeguarded under enterprise-grade security measures.
Frequently asked questions about a digital address book
Can I use my digital business card to capture the details of my prospects?
Yes. If you opt for a digital business card solution like Beaconstac, each digital business card you create will be capable of two-way contact sharing. With this functionality, your prospects can share their contact details back with you directly via your digital business card.
Each prospect who shared their contact information through your card is automatically recorded as a lead entry in your digital address book.
From this digital address book, you can view, manage, and organize the leads your digital business card has captured. You can also export these leads into your organization’s CRM to follow up or better nurture these prospects.
Can I enable two-way contact sharing for my bulk-created digital business cards?
Yes. Beaconstac lets you bulk-create up to 2000 digital business cards at once. And each of these cards will have the capability to initiate two-way contact sharing—with a single click. This way, each of your team members can collect leads right from their digital business cards. Each captured lead will be recorded in your digital address book, which you can export to your organization’s CRM.
Reuben is a Content Marketer who helps businesses drive audience engagement and conversions through compelling content narratives. Currently, he explores the impact of simple yet innovative business tools, such as digital business cards, on organizational ROI.