How Field Sales Professionals Can Build a Digital Address Book To Capture Leads

Collecting leads manually or maintaining a separate tool for lead collection can be a hassle while networking during field sales. The need to either jot down leads on paper or switch between different apps significantly distracts you from building strong connections during networking events. However, you can easily overcome this hassle with a digital address book backed by a specialized e-business card (digital business card) solution.

Some digital business card solutions have a feature called two-way contact sharing. It means you can share your contact details and, at the same time, enable your recipients to share their contact information with you. The card then stores the leads in a digital address book in real time.

Keep reading to learn how field sales professionals can build a digital address book. We will also discuss how doing so improves the lead generation process.

Table of contents

1. What is a digital address book, and how does it facilitate lead collection
2. How does a digital address book work with an e-business card
3. How can field sales professionals create a digital address book
4. Build a digital address book of high-quality leads with Uniqode
5. Frequently Asked Questions

What is a digital address book, and how does it facilitate lead collection?

A digital address book (or a virtual address book) is a virtual database of contacts or leads you collect, build, and expand via a digital business card. It lets you view, organize, and manage the leads you collect using your card. Moreover, you can export this list of contacts to your CRM through native integrations or Zapier.

How does a digital address book work with an e-business card?

Digital business cards and digital address books can be standalone tools. But it is best leveraged when However, some digital business card solutions like Uniqode (formerly Beaconstac) have built-in two-way contact-sharing. This feature extends a regular e-business card to act as a digital address book as well. 

How does it work? Two-way contact-sharing lets you capture recipients’ details from the same card you share. 

1. You share a digital business card (via URL, QR Code, or digital wallet pass) 
2. The recipient receives your details, along with a form with pre-selected fields such as name phone, email, etc., 
3. The recipient then fills out the form and submits it via your card
4. The card instantly saves the details chronologically in a digital address book

If you use Uniqode’s digital business card solution, simply toggling on the “TWO-WAY CONTACT-SHARING” button (more on that below) on the dashboard activates the digital address book ( called Contact Manager) to collect and store leads. 

Apart from viewing and managing your list of leads here, you can sync it to your organization’s CRM or export it as a CSV file.

How can field sales professionals create a digital address book

To build a digital address book and initiate lead collection, you must create a digital business card. The card facilitates two-way contact-sharing that eventually populates your digital address book with warm leads.

Once you finish setting up your card’s profile, contact, and design details, refer to the following steps to build your digital address book:

📝Note: We will demonstrate all the steps using Uniqode’s digital business card solution.

Step 1: Enable the “LEAD COLLECTION” feature

Once you finish customizing the design of your card while creating the digital business card, you will be redirected to the “LAUNCH” tab of Uniqode’s dashboard.

Scroll down to find the “TWO-WAY CONTACT SHARING” toggle switch. Toggle on the switch to enable your digital business card’s two-way contact sharing functionality. This is essentially the first step to your digital address book.

Now, your recipients can share their contact details via your e-business card, which will be recorded as lead entries in your digital address book.

Step 2: Choose the data type to capture in your digital address book

Once you enable “TWO-WAY CONTACT SHARING”, you can choose the type of data you wish to collect from your card recipients. Simply toggle on the preferred data types.

The selected data type will appear as the form fields your recipients fill out on your digital business card.

Click “FINISH” after you choose the preferred data types. 

Step 3: Start capturing leads via your digital business card

Once you complete all the above steps, you can share your digital business card with your recipients. 

Upon receiving your card, the recipients can click the “Share your contact” button at the bottom of the card.

The form with all your preferred data types will appear on their phone screen. They can fill out this form and submit it to send the details to your digital address book as a lead entry.

Step 4: Manage your captured leads

To view your lead data and access your digital address book, simply click “Contact Manager” on the left panel of the dashboard. 

Now, you can view your entire list of leads.

To view more information about a specific lead, click the (i) button on the right side corresponding to an individual lead entry. By doing so, you can view more information about the specific lead.

Build a digital address book of high-quality leads with Uniqode

Uniqode digital business cards go beyond just allowing field sales professionals to share their contact details. They also allow recipients to submit their contact information in return, which gets stored in an intuitive digital address book.

This helps you, as a field sales professional, save time, effort, and money that would be otherwise spent on extra lead generation tools or manual procedures.

The best part? With Uniqode’s digital business card solution, the functionality to build a digital address book comes out of the box— regardless of the pricing plan you choose.

You also get to use powerful functionalities, such as:

1. Sharing your card 100% digitally via Apple Wallet (or Google Wallet). 
2. Tracking your digital business card’s engagement metrics.
3. Enterprise-grade security measures such as SOC® 2 Type 2 and GDPR compliance. 

Moreover, you can access all of Uniqode’s functionalities without downloading any additional apps.

Frequently asked questions on digital address book for field sales professionals

1. What is the best way to keep a digital address book?

The best way to keep and maintain a digital address book is through your e-business card solution. By doing so, you don’t have to keep manually updating your digital address book with lead data. All you need to do is share your digital business card with your prospects. They can then share their contact details via your card, which will be automatically captured in your solution’s digital address book.

2. What is the best digital address book?

An e-business card solution can be the best digital address book for you. The reason is that once two-way contact sharing is enabled in specialized e-business card solutions such as Uniqode, you can begin capturing leads in your digital address book seamlessly. The contact details of your prospects/leads will be instantly recorded in your solution’s digital address book as soon as they are shared. You don’t have to make any efforts to manually save them. Moreover, the absence of manual processes lets you reduce human error.

• Author Details

Author Details

Athira Unnikrishnan

A passionate writer with an inquisitive eye for marketing, Athira comes with over 5 years of experience researching and writing about B2B SaaS products. Presently, she helps people understand the benefits of a digital business card and how they help modernize networking & lead generation. To know more about her work, and her published work around digital business cards, click here.

athira.u@beaconstac.com