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

  1. Leads are entered into the client's Salesforce on the same day, allowing for better control of the sales rep at a conference. 

  2. The addition of notes and tasks provides context for follow-ups,

    which enhances lead conversion rates. 

  3. The client can now assess sales performance broken down by conferences (campaigns) and identify the most efficient conferences

    and sales representatives.

  4. The client reduced the CRM onboarding time for representatives by half, as the Hints bot guides them through every step of the process.

  1. Leads are entered into the client's Salesforce on the same day, allowing for better control of the sales rep at a conference. 

  2. The addition of notes and tasks provides context for follow-ups,

    which enhances lead conversion rates. 

  3. The client can now assess sales performance broken down by conferences (campaigns) and identify the most efficient conferences and sales representatives.

  4. The client reduced the CRM onboarding time for representatives by half, as the Hints bot guides them through every step of the process.

  1. Leads are entered into the client's Salesforce on the same day, allowing for better control of the sales rep at a conference. 

  2. The addition of notes and tasks provides context for follow-ups, which enhances lead conversion rates. 

  3. The client can now assess sales performance broken down by conferences (campaigns) and identify the most efficient conferences and sales representatives.

  4. The client reduced the CRM onboarding time for representatives by half, as the Hints bot guides them through every step of the process.

  1. Leads are entered into the client's Salesforce on the same day, allowing for better control of the sales rep at a conference. 

  2. The addition of notes and tasks provides context for follow-ups,

    which enhances lead conversion rates. 

  3. The client can now assess sales performance broken down by conferences (campaigns) and identify the most efficient conferences

    and sales representatives.

  4. 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.

© 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.

© 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.

© 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.

© Copyright 2024, All Rights Reserved by Hintsflow Inc.