Trade Show Leads, Presented in an Easy-to-View Grid in Your CRM
Learn how P2 Automation connected trade show attendees to the appropriate salesperson using their Dataversifier solution. They imported names from a trade show and assigned leads automatically to salespeople. They created a dashboard for salespeople to view their scheduled activities, open opportunities, and leads. The dashboard also included a section for suspects, which are leads that may not know much about the company. The Dataversifier data was converted into a record called Trade Shows, which displayed all the contacts, existing leads, and new leads/suspects from a specific trade show. This allowed salespeople to have different conversations with contacts they already knew versus suspects. For more information, visit the P2 Automation website.
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