Meetup scanner

For a salesperson, or the whole team

The handshake survives the walk to the car

A rep does not need another login. They need the person they just met to still be a person an hour later. Photograph the card, or the LinkedIn screen turned toward them. The name, the title, and the company come off the picture. A field the picture cannot support stays empty. Nothing is treated as fact until that rep has read it. A blank is more honest than a guess. That is the same rule as a department file.

Notes you would sign

Type them. Or hold Speak and talk the way you would on the way out: what they care about, what you promised, the next step. When the iPad allows it, Speak dictates into the same box. When it does not, the keyboard's own microphone does. The words sit there. You fix the line. Then you save. Speaking is a draft. Saving is the decision.

The same feature, for a team

Each rep keeps the night on their own iPad. The book is not on a shared server, and the iPads do not share a password. In the morning each person exports. A manager does not collect devices. They collect rows. The file is the handoff.

Salesforce, without this page logging in

The Salesforce file is a Contact: FirstName, LastName, Title, Company, Description, and LeadSource set to Meetup. Description holds where you met and what was said. Data Loader, a Flow, or middleware you already run can upsert those columns. This page never signs into the org. The integration you already trust does.

A CRM that predates the word

An old system does not need an API to accept a person. It needs a slot. Download the CSV, the vCard, or the JSON. Drop the file on the share the nightly job already watches, or put the row on the queue the rest of the estate uses. The age of the software is not the constraint. A place to put a human is.

The roadmap walks a client through this, one slide at a time.

Back to tonight's cards