One of the biggest advantages of using OVOU digital business cards is the ability to seamlessly grow and maintain a healthy CRM. When you share your OVOU profile, your prospects and leads can either simply view your profile, save your contact info, or—most importantly—Exchange Contact.
When you choose to Exchange Contact instead of just saving or viewing, both parties automatically receive each other’s contact information. This not only closes the loop on your networking, but also ensures that new leads are instantly captured in your CRM system.
Better Pipeline Visibility: Every new connection you make is automatically added to your CRM (Hubspot, Microsoft Dynamics, Salesforce, Monday, or via Zapier for thousands more). No more gaps or missing leads—this single step helps you keep track of potential clients and follow up without missing a beat.
Time-Saving Automation: Manual data entry is tedious and prone to errors. By automating lead capture at the moment of exchange, you save countless hours and eliminate mistakes in transcription.
Higher Conversion Rates: When leads are immediately funneled into your CRM, you can nurture them faster, send targeted follow-ups, and ultimately close more deals. A full pipeline equals more opportunities.
To make things even simpler, OVOU offers a new Instant Lead Capture button. With a single tap, your prospects can securely share their contact details with you, and the data flows right into your CRM. This feature helps nudge contacts toward that all-important exchange rather than stopping at a simple view or save.
• Highlight the Benefits: Let your prospects know that exchanging contact info makes it easier for you to serve them—faster responses, more personalized follow-ups, and no risk of lost information.
• Make It Part of Your Pitch: Whenever you meet someone new, explain that exchanging contact details immediately keeps you both connected and saves time down the road.
• Leverage Instant Lead Capture: Point out the one-tap convenience of the Instant Lead Capture button. It’s quick, secure, and ensures both of you stay top of mind.
“Exchange Contact” is more than just swapping details—it’s the key to building a robust, accurate CRM that saves you time and drives higher sales. With OVOU’s Instant Lead Capture feature, you’ll spend less time juggling business cards and more time nurturing meaningful relationships.