- STAGE:
- Design
- PROJECTED DONE:
- Q4 - 2026
iCapture: Salesforce CRM Lookup
iCapture: Salesforce CRM Lookup
Working a trade show booth shouldn't mean flying blind. Reps have always had to rely on memory, gut instinct, or a quick glance at a badge — but now, iCapture brings the full picture to them, right on the floor.
Introducing Salesforce CRM Lookup — a brand-new capability that surfaces your CRM data the moment a badge is scanned, giving reps the same insights they'd have sitting at their desk.
Know who you're talking to, instantly.
The second a badge is scanned, iCapture looks up the contact in Salesforce and surfaces what matters most: Is this person a current customer or a prospect? What opportunities are already in play? Who owns this account? No more guessing, no more awkward pauses — just confident, informed conversations from the very first handshake.
The desk, in your pocket.
Account status. Opportunity data. Account ownership. Everything a rep would pull up before a call is now available at a glance during a scan — without breaking the flow of the conversation.
Clean data, connected in an instant.
When a match is found, the existing Salesforce record is updated automatically. No duplicates, no manual entry after the show, no reconciliation headaches. Just accurate data that reflects every meaningful interaction, the moment it happens.