- A computer manufacturer collects leads from its 80 channel partner organizations every month. The partners have an average of 5 sales reps and the leads are sent directly to manufacturer. The partners are configured  within manufacturer's systems and get free access to contact management and lead capture system.

- A health supplement company consolidates sales leads from medical representatives and chemist shops across the country. The leads data is extracted from a hand-filled form.

- A health insurance company surveys prospects. The accurate data from physical survey form to their CRM reaches on the same day, triggering lead nurturing programs.

Scalable Lead Capture for Massive Data Collection and Rapid Customer Onboarding

Contactous' Enterprise Contact Manager (ECM) is used for data acquisition of leads from any number of users across thousands of organizations, into your system. The data could be from hand-filled registration forms, business cards, images or from captured digitally. This data gets integrated to your system in the way you want. The following diagram explains the flow using a scenario:

[A] - Unlimited users can be configured in the system to capture their leads. In addition to your own users, your organization's network of dealers or channel partners can be added. Each partner will only have visibility to their own data, while you will have complete visibility of the system.

[B] - The users of [A] use Contactous' mobile or web application to scan or upload the data images. The mobile app has functionality to add tags and notes to the captured data. This information will flow to the end destination of the data. 

[C] - The data from all users get consolidated in an encrypted database at Contactous' servers through a secured protocol.

[D] - Optionally, the data is transcripted or validated manually. The operators could be of Contactous, a 3rd party or your own. The operators can be replaced by data extraction programs like business card parsers which run and extract data without human intervention. 

[E] - Optionally, the data can be passed through cleansing and formatting programs, checked for duplicates or cross checked with a 3rd party database if needed. 

[F] - A configured script periodically fetches the data from Contactous' server for transfer. This extraction is based on your requirement and can be scheduled weekly, daily or hourly.

[G] - The data can be formatted as per requirements of your system, can be downloaded or integrated to CRM or DMS through APIs.

[H] - The data can also be integrated to your legacy or customized system.

The journey of data is from [B] to [G]/[H] - from the hands of [A] to your systems. ECM can be configured so that no data is ever kept in the servers at [C]. 

FAQ :: Lead Capture and Customer Onboarding

What types of leads can be captured by ECM's mobile application?
Documents with printed or hand-written data, registration forms, business cards or any image with text (eg, warranty cards, license plates). If the data already exists in such forms, it can be uploaded in batches. Alternatively, the data can be entered directly in ECM's forms.

My dealers are organizations. How can I set them within ECM to collect leads?
We will answer the question for 2 types of organizations - larger ones with many sales reps requiring access and small organizations with 1-2 employees. 

For a large partner organization with multiple reps, create a contact record for every rep and add them into a group with no permissions to see records of other groups except their own. In the same way, you can give access to thousands of channel partners by creating groups for them. 

If the companies are small or represented by an individual then access to the system can be given to that company/individual simply by making that record as a restricted user. 

Who writes custom data parsers integration programs to our systems?
These services are provided by Contactous or its selected channel partners. There are areas of configuration, like creation of new fields, setting of default values etc., which can be set by your Administrator.