In the world of event marketing, the key to success lies in capturing high-quality leads and turning them into valuable business opportunities. While simply gathering contact information may seem like a win, it doesn’t always translate into conversions. Field sales teams need tools that streamline the process, from capturing leads and managing follow-ups to scheduling meetings, all in real-time and with precision.
Here are 10 effective ways field sales teams can use Captello to optimize their lead capture strategy at events and beyond:
1. Instant Lead Capture with Universal Lead Capture (ULC)
With Captello’s Universal Lead Capture (ULC) tool, field sales teams can instantly capture leads through custom forms on smartphones or tablets. Whether it’s through QR codes, NFC scans, or manual data entry, ULC ensures that all lead information is captured accurately and synced directly with your CRM or marketing automation system. This streamlined process eliminates the need for paper forms or manual data entry, ensuring that all lead details are correct and ready for follow-up in real time.
One of the key features that enhances ULC is IntelliScan. This feature allows for scanning event badges or attendee QR codes to auto-populate lead profiles with essential information like social media links, photos, and other details that might be difficult to capture manually. IntelliScan ensures that data is not only quickly captured but is also verified for accuracy, so sales teams can spend more time engaging with leads and less time managing data.
The combination of ULC and IntelliScan makes it easy for sales teams to instantly capture and qualify leads while minimizing human error and improving the quality of data gathered. Whether you’re at a large conference or a smaller, more intimate networking event, ULC and IntelliScan ensure that your team is always ready to engage and follow up efficiently.
The combination of ULC and IntelliScan makes it easy for sales teams to instantly capture and qualify leads while minimizing human error and improving the quality of data gathered. Whether you’re at a large conference or a smaller, more intimate networking event, ULC and IntelliScan ensure that your team is always ready to engage and follow up efficiently.
2. AI-Powered Lead Qualification
Automating the lead qualification process can significantly increase efficiency. AI-powered tools automatically assess leads based on predefined criteria, scoring them to help your sales team prioritize the most promising prospects. This level of automation ensures that the right leads are engaged at the right time, which can have a substantial impact on conversion rates and overall sales efficiency.
By leveraging AI, sales teams can spend less time manually qualifying leads and more time focusing on high-value prospects. Whether you’re capturing leads at an event or in a follow-up meeting, AI-driven tools can instantly provide insight into each lead’s potential, allowing your team to make informed decisions on the spot.
Captello’s AI-driven tools automatically score and qualify leads based on predefined criteria. Sales teams can prioritize high-value prospects in real time, ensuring that they engage the right leads at the right time. By automating the qualification process, Captello helps increase conversion rates and improve the overall efficiency of your sales team.
3. Personalized Lead Capture with Custom Forms
Every event and every lead is different, which is why a one-size-fits-all approach doesn’t always work. Tailoring lead capture forms to match the specific needs of your event or audience can ensure that the data collected is as relevant as possible. Personalized forms help to drive deeper, more meaningful conversations with potential leads.
With Captello, sales teams can create customized lead capture forms that are tailored to specific event goals or client needs. Whether you’re hosting a small seminar or a large conference, these forms allow you to collect the precise data you need, helping create meaningful follow-up conversations.
4. Flexibility with Lead Capture Anywhere
Field sales teams are often on the move, and opportunities to capture leads don’t just happen on the event floor. Being able to capture leads in various settings—whether it’s a coffee shop, a casual meeting, or a one-on-one networking session—gives your team more opportunities to connect.
With Captello 365, your sales team can capture leads anywhere using their mobile devices. Whether it’s scanning business cards, entering contact details, or scheduling follow-up meetings, Captello ensures that every lead, no matter where it’s captured, is instantly synced with your CRM.
Captello 365 is designed to give sales teams the ultimate flexibility to stay productive on the go. Sales teams can create customized lead capture forms, scan business cards, schedule meetings, and even automate follow-ups, all from their mobile devices. The platform allows for seamless integration with your CRM, ensuring that leads are instantly transferred and available for follow-up, whether you’re on the event floor or in a completely different location. This capability allows your team to maximize lead capture potential, ensuring that every conversation, meeting, or interaction has the chance to turn into a valuable opportunity. Captello 365 ensures that your sales team remains efficient and connected, no matter where they are.
5. Seamless On-the-Spot Meeting Scheduling
A key step in turning leads into customers is securing a follow-up meeting. Field sales teams should be able to schedule meetings instantly after meeting a potential lead. Having a scheduling tool integrated into your lead capture process makes it easier to set up those next steps without any delay.
Captello’s integrated scheduling tool lets sales teams quickly book meetings during the lead capture process. The tool syncs with real-time calendars to avoid scheduling conflicts and ensures that no opportunities slip through the cracks.
Interested in a way to manage meetings more effectively? Check out our Meeting Management Platform to streamline the entire meeting process, from scheduling to follow-up.
6. Automated Follow-Up for Faster Conversions
Follow-up is where many leads go cold. Ensuring that every lead receives timely, personalized attention is key to driving conversions. By automating your follow-up process—via emails, SMS messages, or even handwritten notes—you can ensure that no lead falls through the cracks.
Captello helps automate follow-up by scheduling and sending personalized emails or messages immediately after a lead is captured. Sales teams can even customize their follow-up communications to match each lead’s stage in the sales funnel, ensuring that all leads are nurtured effectively.
7. Real-Time Analytics to Track Lead Quality and Engagement
Understanding which leads are engaging with your content, booth, or product demo allows your sales team to adjust their strategy in real time. Captello’s real-time analytics track engagement metrics such as booth visits, content interactions, and the number of leads captured, giving you immediate feedback on your team’s performance.
Sales teams can use this data to prioritize the most engaged leads and refine their approach as the event progresses. This allows for dynamic adjustments to the lead capture strategy, ensuring optimal results.
8. Gamified Lead Capture to Increase Engagement
Making lead capture fun and interactive is an effective way to boost engagement and participation. By incorporating gamified experiences like trivia games, spin-to-win wheels, or interactive photo booths, you encourage attendees to engage with your booth while capturing their information.
With Captello’s interactive games, such as trivia, spin-to-win, and photo booths, capturing leads can be fun and engaging. These gamified experiences not only drive booth traffic but also create memorable interactions with potential leads. By integrating lead capture seamlessly into these games, you ensure that every participant is engaged and that every lead is tracked for follow-up.
In addition, Captello offers a Gamification Library packed with a variety of customizable games that you can incorporate into your event strategy. These games allow attendees to engage with your brand in creative ways while providing an excellent opportunity to gather valuable lead data. From competitive trivia to fun spin-to-win wheels, gamifying your event experience encourages increased interaction and ensures that your booth or event will be remembered long after it’s over.
By offering a dynamic and interactive way to capture leads, gamification boosts attendee participation and ensures that your team captures quality data while creating an engaging environment that increases conversion potential.
9. Instant Lead Transfer to CRM for Seamless Data Sync
Once a lead is captured, it’s crucial to ensure that the data is available immediately for follow-up. Delays in data transfer or manual entry can cause valuable opportunities to slip through the cracks.
Captello seamlessly integrates with leading CRMs and marketing automation platforms, enabling instant lead capture and automated follow-up. Curious about how Captello works with CRMs and marketing platforms? Check out our 3-part series on how Captello integrates with CRM and marketing automation systems to streamline your event lead nurturing and sales follow-up. Learn more about how Captello works with Marketing Automation to power event lead nurturing and how Captello connects directly to your CRM for instant lead capture and follow-up.
10. Capture Leads Using Digital Business Card Networking Solutions
Networking is a vital aspect of any event, but manually collecting and inputting business card information can be tedious and error-prone. Digital business cards powered by NFC or QR codes provide a seamless way for attendees to share their contact details instantly.
Captello Connexions makes networking effortless by enabling attendees to share their profiles via NFC taps or QR code scans—no app required. This instantly transfers their contact information to your sales team’s device, and the data is automatically synced with your CRM. With Captello Connexions, the entire lead capture process becomes digital, accurate, and fast.
Transform Your Event Lead Capture with Captello
Capturing and converting leads at events doesn’t have to be a time-consuming or disorganized process. With Captello’s suite of tools, field sales teams can easily capture, qualify, and follow up with leads on the spot, ensuring faster conversions and improved ROI. By integrating automated lead capture, real-time meeting scheduling, personalized follow-up, and powerful analytics, Captello empowers your team to optimize every interaction, no matter where they are or what event they’re attending.
Capturing leads at events is more than just collecting contact details—it’s about building relationships that turn into long-term business opportunities. With Captello, your team has everything they need to make every event a success, turning every lead into a valuable opportunity for growth.
The Ultimate Guide to Lead Capture is also a great resource to help you optimize your event strategy. This free e-book is packed with industry-leading methods, best practices, and technologies that will empower your sales team to make the most out of every event and prove event value with real, measurable ROI.
