One scan syncs simultaneously to Salesforce, UBIQ CRM, Excel on OneDrive and Google Sheets
WORKSPACE CONCEPT
Field Sales & Capture
The people who sell away from a desk ; cards captured in three seconds, calls recorded, visits logged, nothing lost in a jacket pocket.
Field Sales & Capture
4Example roles
4Connected workspaces
A QUESTION THIS WORKSPACE CAN SUPPORT
“How many cards were captured at last week’s exhibition?”
AUTHORITY IN CONTEXT
The right scope
for each person.
| Example role | Scope |
|---|---|
| Field rep | Own captures, own visits, own route |
| Area manager | Team beat coverage and capture rate |
| Sales head | Event ROI and territory penetration |
| Director | Pipeline sourced from field activity |
QUESTIONS THAT MOVE WORK
Ask in the language
of your operation.
How many cards were captured at last week’s exhibition?
Which reps missed their planned visits yesterday?
Show me every contact captured that has not been followed up.
These are example questions. A connected deployment uses your records, permitted models and access rules.
WHAT TO SCOPE
Give the workspace
a clear job to do.
Select the capabilities your SOP needs. Availability, integrations and the boundary between preparation and execution are confirmed during scoping.
Duplicate detection against existing records by email, phone and name before anything is saved
In-app call recording with AI summaries capturing key points, action items and next steps
Offline capture that queues locally and syncs the moment connectivity returns, trade show halls included
Visit and beat planning with GPS-verified check-ins against the planned route
CANDIDATE CONNECTIONS
The tools you use.
The context they hold.
Confirm the records to read, the actions to permit and the systems that remain the source of truth.
CardScan ProSalesforceGoogle SheetsOneDriveGPSUBIQ CRM
Illustrative integration options from the DaffyOS catalogue. Compatibility and credentials are checked for your environment.
Explore deployment boundariesIN YOUR INDUSTRY
A familiar workspace.
A different operating context.
START WITH ONE WORKFLOW
One SOP today.
A more connected company tomorrow.
Bring us the process, the people and the exceptions. We’ll map the first proof of value.