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.
The Leads app has the following benefits:
To scan a business card
To scan badge
While business cards and QR codes can be scanned to get lead information, you can also also add leads manually.
To add a lead
To edit a lead
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
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