Using Leads App to Capture Leads

Using Leads App to Capture Leads

Whenever you participate in a trade show, one of the most important things is the trade show lead management. Your sales staff needs to be better equipped with the right tools to store the lead information. Not only this, they should also be able to identify and collect qualified sales prospects. In the overall trade show lead management, the last yet the most important stage of your campaign is having a follow-up plan.

It is important that the sales team does not lose the valuable leads to the competitors but engage the prospects even before the trade show is over. In that case, having a follow-up plan developed before the event is very useful.

Collecting qualified leads and transferring them to your sales teams, who can effectively follow up with the prospects, needs to be a hassle free process. Zoho's Leads app (iPhone and Android) helps you manage the leads easily with the business card and badge scanner options that scans the information and stores it as a lead in your Zoho CRM account.

Benefits

The Leads app has the following benefits:

  • Eliminate the long hours that the lead information takes to reach the sales team for a quick follow up. You can quickly add leads and assign them to the sales rep while you are still at the trade show.
  • Evaluate your campaign's success by identifying campaigns that generate quality leads. From the Leads app, associate leads to the campaigns in your Zoho CRM account and keep track of them.
  • Keep your team members informed as you interact with the potential customers by updating tasks and notes for the leads in the app.
  • Export the leads as a CSV file and avoid the task of maintaining a separate spreadsheet.

Scan Business Card

To scan a business card

  1. Place the business card on the desk and tap ScanCard in the Leads app.
    Your iPhone/Android phone will take a photo of the business and scan the details. These details will be populated in the lead's form.
  2. Make the necessary changes to the lead details and tap Save.
    In case the app does not identify where to add the lead information, the details will be available for you to drag and place it in the right fields. You can also swap the values of two fields.

Scan Badge

To scan badge

  1. Tap ScanBadge in the Leads app.
    Your iPhone/Android phone will take a photo of the QR code and populate the details in the lead's form.
  2. Make the necessary changes to the lead details and tap Save.
    In case the app does not identify where to add the lead information, the details will be available for you to drag and place in the right fields. You can also swap the values of two fields.

Add Leads

While business cards and QR codes can be scanned to get lead information, you can also also add leads manually.

To add a lead

  1. Tap Add Lead.
  2. In the Add screen, enter the lead's details.
  3. Tap Save.

Edit Leads

To edit a lead

  1. Tap on the record that you want to edit.
  2. Tap Edit.
  3. Make the necessary changes and tap Save.

Export Leads

When you have a list of leads collected from a tradeshow, you can export the leads and keep a copy of it in other apps like Mail, Evernote, Google Drive, Dropbox, etc. The export option helps you export the leads as a CSV file.

To export leads

  1. Tap Export icon.
  2. Tap the app to which you want to export the leads.
    The list of apps will be based on the apps that you have in your device.

Change App Settings

Under the Lead app's setting, you can do the following:

Add languages - You can select languages from English, French, German, Russian, Dutch, Swedish, Simplified Chinese, Traditional Chinese, Japanese and Spanish. When a business card is in one of the selected languages, the lead information is populated in the app. You can select upto 3 languages at a time.

Save to Photostream - You can store a copy of the business cards/badges in your iPhone's Photostream.

Send Feedback - Any comments or suggestions regarding the app can be sent to our team.

Send Crash Reports - When the app crashes unexpectedly, this option, if switched on, will automatically send a report to our team. This will help us fix the issue.

Log Out from the App - Under Zoho Account Details, you can log out from the Leads app and log in again using the Zoho CRM login credentials.

To change app settings

  1. Tap the Settings icon in the Leads app.
  2. In the Settings screen, you will have the options mentioned above.
  3. Make the necessary changes and tap Save.

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