Badges or business cards? Capture the conversation, too.

A scan saves the contact details. A useful lead also carries the reason you spoke, what the person needs, and what should happen next. Choosing a capture method is less important than making sure that context survives.

Start with what is in front of you

A conference badge usually helps identify the attendee and event. A business card may carry a job title, phone number, company website, and a preferred contact address. Neither is a complete account of the conversation.

Use the source that is easiest to capture clearly. Scanicorn supports badge scanning, business card OCR, QR capture, and manual entry. If a scan is not readable, switching to manual entry is better than keeping an ambiguous record.

Make the scan readable

Hold the badge or card steady, keep the printed details in frame, and avoid reflections. A clear source gives text extraction a better starting point. Check the resulting name, email, and company rather than assuming every field was interpreted correctly.

Job titles and company names can be especially easy to confuse. If the attendee corrects a detail, capture the correction while you are together. An enrichment result later should not override what the person actually told you without review.

Add the detail the card cannot carry

Record a short note about the conversation. A useful note might say that the attendee is comparing integrations, wants a product demonstration, or asked to reconnect after the event. Use the person’s own language where practical.

Campaign forms can help make that context consistent. Ask only questions your team will use. Three relevant answers are more useful than a long form completed mechanically.

Review before the handover

Before sending a record to a CRM, check both identity and context. The event source should remain attached, and the next step should be clear enough for someone who was not at the booth.

A quick review checklist:

• Is the name readable and complete?
• Does the email address match the person’s preferred contact details?
• Are the company and title plausible?
• Is there a note or form response explaining the conversation?
• Can a teammate tell what to do next?

The goal is a record that helps continue the conversation. The scan is the beginning of that record, not the whole relationship.