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Document Capture and Image Recognition

Business Cards for the Future: An ABBYY Case Study

The Solution

The product team at ABBYY investigated several vendors and ultimately chose Kloudless because it could connect ABBYY with the greatest number of CRMs in a single implementation. 

ABBYY had a great onboarding experience because they immediately saw how well the connection worked and that they had done everything correctly to hook it up. Their customers experienced such seamless connectivity that ABBYY retained its competitive advantage of speed; the whole process of scanning and entering a card into the app still takes fewer than 10 seconds. The customer starts the app, takes a photo, crops it and adds it in. 

Once a customer scans a business card, ABBYY prompts them to connect the CRM of their choice using the unified Kloudless OAuth flow. This abstraction layer lets ABBYY use the same authentication flow and authorization protocol to access a customer’s CRM regardless of which they’ve chosen. Once a customer has connected a CRM account, such as Salesforce, ABBYY uses Kloudless’ unified CRM API to transmit the business card details as a new or updated Lead record in the CRM. The Kloudless abstraction layer provides a unified, extensible, representation of Leads that maps to equivalent object types in third-party CRM services, such as Salesforce Leads, Hubspot Contacts, Dynamics 365 Leads, and more.

Kloudless recognizes that CRM systems can be heavily customized, especially Salesforce. The Kloudless CRM Schemas endpoint provides details on field mappings and object types, and the Kloudless CRM API as a whole can be extended to modify custom objects and fields on a per-customer basis 

While Kloudless empowers the plumbing of the CRM integration, the app delights the user with the speed of “point, shoot and done.” That’s why ABBYY Head of Mobile Igor Akimov says that when sales leaders try the ABBYY Business Card Reader once, they stay with it. He explains, the “speed and animation provides the user with a magical moment. Anything slower, and the magic is gone.”

The Results

Although the ability to connect additional CRMs did not give ABBYY the ability to charge more for their product, it did offer them the ability to serve thousands of more clients who engage in larger, longer-term contracts. This is why Kloudless’ CRM variety proved the best solution for their needs. Along these lines, Kloudless leaves the door open in the future for ABBYY to connect to additional CRMs that prospective clients ask for. 

Scanning and ingestion of business cards and documents are part of a larger workflow for ABBYY’s customers. According to Igor, “when we can connect more elements in their overall workflow, we can provide more value to our users.” With their connectivity to CRMs squared away by Kloudless, ABBYY can concentrate on tying together every component of the larger process. 

As the company matures further, its product team can explore deeper connections inside different aspects of related operating systems and optimize how data gets shared from one app to another. By avoiding the headache and time-suck of learning the quirks of each CRM API, ABBYY propels their overall business forward. 

 

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