Client
Industry
Manufacturing
Introduction
Jay Kay Sales Corporation, a known name in the [construction/trading/distribution – customize based on their business], is always on the move when it comes to building new relationships at high-traffic industry events. While these events brought great connections, turning those interactions into real business was often a slow and scattered process. That’s when they decided to try something different — they chose AI CardVault to simplify how they capture leads, follow up faster, and never lose out on a potential opportunity.
Project Requirements / Problem Facing
At every event, the Jay Kay Sales team would walk away with a thick stack of business cards — a sign of great networking, but also a headache to manage. Cards would often get lost, and follow-ups would take days, sometimes weeks. This delay meant missed chances and lukewarm leads.
They needed a tool that could:
- Instantly scan and digitize business cards, even without the internet
- Add useful context like where the contact was met (event name, etc.)
- Easily sync with their internal CRM for smooth workflows
- Be simple and quick enough for the whole team to use in real-time, without slowing down
Solutions / Implementation
To make things easier, Jay Kay Sales introduced AI CardVault to their sales team right before a big industry event. Everyone was onboarded with a quick training session, and from Day 1, they were scanning cards on the go using the app — no internet? No problem. The app captured every detail, tagged it with the right event, and synced it all to their CRM instantly.
The admin dashboard allowed managers to keep an eye on all card activity, assign leads to team members, and ensure no follow-up was left behind. What really stood out? The voice note feature — reps could record quick context after each meeting, helping them remember what made each lead important.
Within a few days, the difference was clear: everything was organized, fast, and actually fun to use.
Result
- 95% fewer lost cards, thanks to instant digital capture
- 2x faster follow-ups with CRM sync and voice notes
- 100% team adoption — everyone found it easy and helpful
- 30% increase in lead conversions with timely responses
- Real-time tracking made it easy for managers to stay in control and boost accountability
Conclusion
With AI CardVault, Jay Kay Sales Corporation completely changed the way they handle event leads. What used to be a frustrating task turned into a smooth, well-organized process. They were able to act on leads faster, collaborate better as a team, and ultimately close more business — all from simply working smarter with the contacts they already had.