Use Case
Capturing Leads at Conferences and Linking Them to a Specific Campaign
Capturing Leads at Conferences and Linking Them to a Specific Campaign
Capturing Leads at Conferences and Linking Them to a Specific Campaign
Capturing Leads at Conferences and Linking Them to a Campaign
Problem
Problem
One of the primary lead sources for our client, a building materials manufacturer, is conferences. Typically, sales representatives collect 30-40 business cards at each event. They tend to delay entering these new leads
until they return from the conference, often leading to them forgetting the context of their conversations and the next steps.
One of the primary lead sources for our client, a building materials manufacturer, is conferences. Typically, sales representatives collect 30-40 business cards at each event. They tend to delay entering
these new leads until they return from the conference, often leading to them forgetting the context of their conversations and the next steps.
One of the primary lead sources for our client, a building materials manufacturer, is conferences. Typically, sales representatives collect 30-40 business cards at each event. They tend to delay entering these new leads until they return from the conference, often leading to them forgetting the context of their conversations and the next steps.
One of the primary lead sources for
our client, a building materials manufacturer, is conferences. Typically, sales representatives collect 30-40 business cards at each event. They tend to delay entering these new leads until they return from the conference, often leading to them forgetting the context of their conversations and the next steps.
Moreover, as they attend 15 to 20 conferences annually, they need a method
to measure the efficiency of these conferences to determine which ones
are worth continuing to attend.
Moreover, as they attend 15 to 20 conferences annually, they need a method to measure the efficiency of these conferences to determine which ones are worth continuing to attend.
Moreover, as they attend 15 to 20 conferences annually, they need a method to measure the efficiency of these conferences to determine which ones are worth continuing to attend.
Moreover, as they attend 15 to 20 conferences annually, they need a method to measure the efficiency of these conferences to determine which ones are worth continuing to attend.
Hints Solution
Hints Solution
We have developed a straightforward playbook for the client to log leads into Salesforce immediately after the initial meeting. Our bot guides the sales reps. It collects the lead's data and the name of the conference, which corresponds to a campaign in the client's Salesforce. It then offers
to add a note and a next step to the lead.
We have developed a straightforward playbook for the client to log leads into Salesforce immediately after the initial meeting. Our bot guides the sales reps. It collects the lead's data and the name of the conference, which corresponds to a campaign in the client's Salesforce. It then offers to add a note and a next step to the lead.
We have developed a straightforward playbook
for the client to log leads into Salesforce immediately after the initial meeting. Our bot guides the sales reps. It collects the lead's data and the name of the conference, which corresponds to a campaign in the client's Salesforce. It then offers to add a note and a next step to the lead.
We have developed a straightforward playbook for the client to log leads
into Salesforce immediately after the initial meeting. Our bot guides the sales reps. It collects the lead's data and the name of the conference, which corresponds to a campaign in the client's Salesforce. It then offers to add a note and a next step to the lead.
Outcome
Outcome
Leads are entered into the client's Salesforce on the same day, allowing for better control of the sales rep at a conference.
The addition of notes and tasks provides context for follow-ups,
which enhances lead conversion rates.
The client can now assess sales performance broken down by conferences (campaigns) and identify the most efficient conferences
and sales representatives.
The client reduced the CRM onboarding time for representatives by half, as the Hints bot guides them through every step of the process.
Leads are entered into the client's Salesforce on the same day, allowing for better control of the sales rep at a conference.
The addition of notes and tasks provides context for follow-ups,
which enhances lead conversion rates.
The client can now assess sales performance broken down by conferences (campaigns) and identify the most efficient conferences and sales representatives.
The client reduced the CRM onboarding time for representatives by half, as the Hints bot guides them through every step of the process.
Leads are entered into the client's Salesforce on the same day, allowing for better control of the sales rep at a conference.
The addition of notes and tasks provides context for follow-ups, which enhances lead conversion rates.
The client can now assess sales performance broken down by conferences (campaigns) and identify the most efficient conferences and sales representatives.
The client reduced the CRM onboarding time for representatives by half, as the Hints bot guides them through every step of the process.
Leads are entered into the client's Salesforce on the same day, allowing for better control of the sales rep at a conference.
The addition of notes and tasks provides context for follow-ups,
which enhances lead conversion rates.
The client can now assess sales performance broken down by conferences (campaigns) and identify the most efficient conferences
and sales representatives.
The client reduced the CRM onboarding time for representatives by half, as the Hints bot guides them through every step of the process.
Hints AI fuels deeper, more accurate pipeline details
Organizations have enriched reporting by more than 350% while streamlining the admin process 70%. That’s greater fidelity in critical customer data with less effort. Less clicking. More closing.
Other Products
© Copyright 2024, All Rights Reserved by Hintsflow Inc.
Hints AI fuels deeper, more accurate pipeline details
Organizations have enriched reporting by more than 350% while streamlining the admin process 70%. That’s greater fidelity in critical customer data with less effort. Less clicking. More closing.
Other Products
© Copyright 2024, All Rights Reserved by Hintsflow Inc.
Hints AI fuels deeper, more accurate pipeline details
Organizations have enriched reporting by more than 350% while streamlining the admin process 70%. That’s greater fidelity in critical customer data with less effort. Less clicking. More closing.
Other Products
© Copyright 2024, All Rights Reserved by Hintsflow Inc.
Hints AI fuels deeper, more accurate pipeline details
Organizations have enriched reporting by more than 350% while streamlining the admin process 70%. That’s greater fidelity in critical customer data with less effort. Less clicking. More closing.
Other Products
© Copyright 2024, All Rights Reserved by Hintsflow Inc.