Remember the last time you were on booth duty at a trade show, scanning attendees’ badges with the badge scanner provided by the event organizer? If your experience was anything like ours, it looked like this: With just one scanner in the booth, a line often formed as everybody waited to use the same device. To supplement the basic information provided by their badges, you frequently wrote notes on the backs of attendees’ business cards. At the end of the show, you handed the badge scanner back to the event organizer. And waited.
A week later, the event organizer sent you an Excel file with the attendees’ badge information. You took that Excel file and imported the leads into your CRM system. Finally, after seven days or more, you sent out your follow-up emails saying, “Thanks for visiting our booth.” By that time, of course, the attendees have likely forgotten who you are and what you do. And you’ve likely lost all the business card notes because, let’s face it, nobody wants to key in information collected from the hundreds of people and coordinate it with the records in their CRM system.
What if you could replace that dedicated badge scanner with a smart, mobile application that connects directly to your CRM application?
We are excited to announce Leads.
With a badge scanning app running on your smartphone, you can scan badges at any time, from anywhere on the event floor and beyond. In fact, everyone in your company who has a smartphone can run this mobile app, which means everybody can scan badges. Once the badge is scanned, the app automatically extracts all of the information and presents it to you on the mobile device screen. That means you can take notes, add tasks and assign a lead owner — on the spot, while the customer is there with you.
You can also connect the mobile app to backend workflow systems set up in your Zoho CRM system. For instance, whenever you scan a badge at a trade show or event, that information is entered as a new lead in the CRM system and a “thank you” email is sent out immediately, not seven days later.
This is exactly what we’re delivering with Leads. This mobile app complements Zoho CRM to give you immediate access to, and let you take immediate action on, the leads you gather at a trade show or event.
Leads supports QR code scanning, but it’s smart enough to recognize when it can’t scan a QR code. At that point, Leads automatically switches to OCR and scans the readable badge information like first name, last name and company name.
Leads also has a built-in card scanner, so you can take a photo of a business card and automatically populate the related Zoho CRM fields with the card information. Leads will also save an image of the business card itself to Zoho CRM. If the business card includes the person’s Twitter handle, Leads will automatically collect the associated Twitter profile picture and add it to the lead record created in Zoho CRM. You can also enter the Twitter handle manually.
We launched Leads at Zoholics this past week, and all exhibitors at this year’s show used the Leads app to scan the badges of Zoholics attendees. If you’re ready to make the move to a smart, mobile badge scanning app, try Leads. It’s available immediately on iPhone for a one-time fee of $4.99. Android version is in the works.