💎 This feature is a paid add-on.
Introduction
In today’s competitive event landscape, exhibitors need tools that streamline their lead collection and follow-up processes. Lead Qualification is a feature that helps exhibitors assess the quality of leads by gathering crucial data at the point of contact, whether during in-person events or virtual interactions via the Event app. By enabling this feature, exhibitors can define custom criteria to qualify leads in real time, speeding up post-event sales efforts and improving their return on investment (ROI).
This feature also integrates seamlessly with CRM systems, ensuring exhibitors' lead management is efficient and consistent.
Organizers can provide their exhibitors with a valuable tool that not only enhances their ability to capture qualified leads but also positively impacts their revenue and overall event satisfaction.
Find here a guide that explain to exhibitors how to create their lead qualification form.
Why Lead Qualification is essential for Exhibitors
Exhibitors need a reliable way to collect and qualify leads in real time. Swapcard’s Lead Qualification feature enables exhibitors to:
Capture contextualized data: Through personalized surveys, exhibitors can collect specific data points that help qualify the potential of each lead.
Speed up the sales process: By gathering important data at the point of interaction, exhibitors can reduce the time spent on post-event follow-up, increasing the likelihood of converting leads into sales faster.
Seamless CRM integration: Lead data is collected consistently with mandatory fields, which can be synchronized directly into exhibitors' CRM or marketing systems, automating the lead management process and improving efficiency.
This feature ultimately boosts the ROI for exhibitors by ensuring that lead follow-up is both timely and relevant.
How to enable Lead Qualification
Enabling Lead Qualification at Group level
Once you're logged into your Studio account, go to the Event Builder section.
Click on Groups & Permissions and click on the "Edit" button.
3. Activate Lead Qualification which is in the Lead generation tab of the side panel.
Enabling Lead Qualification for individual Exhibitors
Once you're logged into your Studio account, go into the Content section, then Exhibitors.
Select the exhibitor you want to enable Lead Qualification for.
Go into the Settings tab.
Find Lead Qualification and click on it to enable it.
If the permission has been specifically set up on the exhibitor itself, it will overwrite the permission defined in the group the exhibitor belongs to.
Swapcard’s Lead Qualification feature provides exhibitors with an efficient and valuable way to capture and qualify leads, ensuring that their post-event follow-up efforts are streamlined and effective. By enabling this feature, organizers can offer exhibitors a tool that directly impacts their ability to turn leads into revenue, enhancing overall exhibitor satisfaction and event success.
For further details on setting up or managing lead qualification, refer to the articles below.
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