8 Critical Elements to Capture Data at Conferences Successfully

For as long we’ve used databases, sales and marketing folk have hacked together smart ways to get contact details collected offline, online....

Mike Piddock, November 26, 2019

From business cards being keyed in by interns, through Excel sheets on marketing booths or provided by event organizers, to lead retrieval units, badge scanners and phone apps.

Whatever tech you use, there are eight critical elements that can dramatically improve the way offline data is brought into an online environment:

  1. The process of capturing data should be as frictionless as possible, to make it easy for busy people (both you and your prospects) to do.
  2. The process of capturing data should not require any special hardware which brings with it cost and logistical effort, which doesn’t work for smaller events.
  3. Access to data should not rely on a third party that might control, delay or charge for that access.
  4. The solution must be commercially viable to apply consistently across events, training sessions, conferences and presentations of all sizes, for simplicity of operation and clarity of data.
  5. The solution needs to easily be able to capture data over and above basic contact details, to provide teams with additional information, or lead scoring attributes.
  6. The solution needs to be customizable and flexible for these various use scenarios, and different degrees of data capture detail, but provide a consistent format of data.
  7. The whole platform needs to be manageable centrally for efficient deployment, but allow each user an appropriate amount of control and customization to meet their personal requirements.
  8. The solution needs to integrate with your CRM at a deep level, so every data point captured is correctly formatted and deployed easily into the right place in your core systems.

For more details on how to successfully deliver of these requirements, why not download our eBook on the subject?

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