Score trade show leads and prioritize them for sales.
Trade show leads are scored automatically right after capture, matched against your CRM, and transferred in priority order, with no manual effort at all.
A good fit if...
you generate a lot of leads at trade shows and want to work through the most important ones first.
- Catégorie
- Salons & événements
The workflow starts as soon as a trade show report is captured, for example with snapAddy VisitReport. The conversation data is immediately available as input for the workflow.
The priority can be calculated with fixed logic or with AI, drawing on all the data in the conversation report. A scale from 1 to 100 works best, where 100 means the highest priority.
A duplicate check then runs against your CRM or marketing automation tool, in this example Salesforce.
An existing record is updated or improved, while a completely new lead is created from scratch.
If the lead score is above 70, a task is also created for the sales team.