Quick Comparison
| Feature | Snowball | Salesforce |
|---|---|---|
| Best for | Mobile lead capture | Enterprise CRM |
| Business card scanning | 2-second AI scan | Manual entry |
| Offline mode | Limited | |
| Voice notes | Chatter (text only) | |
| Lead routing | Via Salesforce sync | Native rules |
| Reporting | Basic | Advanced |
| Customization | Tags and fields | Unlimited |
| Enterprise security | SSO, SCIM | Full compliance |
The Opportunity
Salesforce is the world's most powerful CRM. But at conferences, trade shows, and client meetings, your reps aren't at their desks. They need to capture leads fast—and get them into Salesforce with context, not just contact data.
How They Work Together
Scan to Salesforce in Seconds
Point, scan, done. The lead appears in Salesforce before your rep walks away. No more business cards lost in pockets or briefcases.
Voice Context for Better Follow-up
Record deal context while the conversation is fresh. "Enterprise opportunity, 500 seats, budget approved for Q3, needs to see ROI calculator." This syncs as a Salesforce note.
Offline Capture for Events
Trade show wifi is a disaster. Snowball works offline and syncs to Salesforce when your reps reconnect. Zero lost leads.
Enterprise-Ready
SSO/SAML integration, SCIM provisioning, audit logs. Snowball meets enterprise security requirements.
The Combined Workflow
Capture in the field, manage in Salesforce.
Reps scan badges and cards with Snowball, add voice notes
Review captures, tag by priority and product interest
Leads flow into Salesforce with full context
Sales ops routes leads, triggers campaigns, measures ROI
Real Scenario: Enterprise Sales Team
Acme Corp sends 12 reps to Dreamforce. In 4 days, they capture 340 leads with Snowball. Each lead has voice notes with budget, timeline, and specific needs. Back at the office, leads are automatically routed by territory and scored by the context captured. The team achieves 3x higher meeting conversion than previous years when they relied on badge scanning alone.
What Syncs to Salesforce
- Lead/Contact records with all standard fields
- Voice note transcripts → Activity notes
- Tags → Custom fields or campaign membership
- Scan metadata → Lead source tracking
- Follow-up tasks → Salesforce Tasks
Enterprise Setup
Connect Snowball to your Salesforce org via OAuth
Map Snowball fields to Salesforce objects
Configure SSO for team provisioning
Set up lead assignment rules based on tags
Train reps in 15 minutes—they'll love it
Frequently Asked Questions
Which Salesforce editions work with Snowball?
Snowball integrates with all Salesforce editions: Essentials, Professional, Enterprise, and Unlimited. Some advanced field mapping requires Professional or higher.
Can we customize which fields sync?
Yes. Map Snowball tags to any custom Salesforce field. Configure which objects to create (Leads vs Contacts) and set default values.
Is this secure for enterprise?
Snowball supports SAML SSO, SCIM provisioning, and provides audit logs. On-device AI means card images never leave the device. We're SOC 2 compliant.
How do we handle duplicates?
Snowball can check for existing records before creating new ones. Configure matching rules based on email, phone, or company name.
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Ready to connect Snowball with Salesforce?
Capture contacts in the field and sync them automatically.