Question 1

Does the outside sales rep or the prospect need an app installed?

Accepted Answer

Neither party needs an app. The digital business card is delivered as an ultra-fast mobile web page. Reps can present their card via phone lock-screen QR, Apple/Google Wallet pass, physical NFC card, or SMS link. The prospect scans and saves the contact directly in their browser.

Question 2

How does a rep present their card during a fast meeting in the field?

Accepted Answer

Reps can tap an NFC smart card against the client phone, show a high-contrast QR code saved as their phone lock screen wallpaper, or add their ScanOrbit pass to Apple Wallet or Google Wallet for instant double-click access.

Question 3

What happens when a representative changes territories or account lists?

Accepted Answer

The cloud profile updates in seconds. Every physical card already handed out, email signature sent, or browser bookmark saved immediately displays the updated territory, direct line, and product links with zero reprinting costs.

Question 4

Can field reps attach PDF brochures, catalogs, and booking links to their card?

Accepted Answer

Yes. In addition to standard contact details (phone, email, vCard), reps can embed direct Calendly/HubSpot booking buttons, downloadable product sheets, video overview links, and custom portfolio decks.

Question 5

Can sales reps capture client details before leaving the meeting?

Accepted Answer

Yes. Our built-in Two-Way Lead Capture form allows prospects to submit their name, work email, direct extension, and immediate project notes on the spot, feeding straight into your central dashboard and CRM webhook pipeline.

Question 6

Can sales leadership track rep field activity and scan volumes?

Accepted Answer

Yes. The ScanOrbit analytics portal provides real-time telemetry on scan counts, device types, top-performing sales reps, and geographic distribution across territories.

Question 7

What happens if a field rep meets a client in a low-connectivity environment?

Accepted Answer

When the client taps 'Save Contact' (vCard), the entire contact record downloads directly into their phone's native address book. Once saved, all phone numbers, email addresses, and notes remain accessible offline permanently.

Question 8

How quickly can we roll out digital cards to 100+ outside sales reps?

Accepted Answer

With our CSV bulk roster provisioning, you can generate 100+ locked brand cards in under two minutes, complete with automatic onboarding email links for each rep.

Productivity Metric	Traditional Paper Process	ScanOrbit Digital Cards	Business Impact
Active Selling Time per Week	33% of working hours (67% consumed by admin & typing)	62% of working hours (automated contact logging)	+29% more customer-facing hours
Meeting Follow-Up Speed	2 to 4 days (after returning to office)	< 5 minutes (triggered during client handoff)	First-responder win rate advantage
Client Contact Phonebook Retention	Under 12% (paper cards discarded or filed in drawers)	Over 84% (saved directly into native phone address book)	Permanent direct line access
Marketing Collateral Accuracy	Static print brochures with stale pricing	Live cloud links to latest PDF specs & pricing decks	Zero obsolete sales collateral

Accurate contact data even after territory shifts

Jordan Lee

Field Productivity & Quota Attainment Benchmarks

Spend time selling, not wrestling admin work

Frequently Asked Questions

Equip your outside sales team with cards that stay current