Meet the Event Assistant Follow

Things like lunch & learns, seminars, panel discussions, and trade shows are a critical component of many sales professionals' lead generation strategies. Your CardTapp app can help maximize an event's value by easily capturing and managing leads from events.

High Volume Lead Capture

Events are a great way to gain significant exposure to a large number of prospective clients. However, capturing the information of all of those prospects is a significant challenge, especially when there’s limited time to engage with individuals in a one-on-one fashion. That’s where your Event Assistant comes in to play. Simply add your EasyText keyword to a bio, poster, handout, or slide of a presentation and prompt attendees or booth visitors to text yourkeyword to 36260 to receive a link to your app.

Event Lead Management

After your Event Assistant captures leads’ information, it will:

• Automatically sync lead data to your backend dashboard and mobile analytics toolkit for easy follow-up and lead prioritization based on engagement.

• Help you categorize your leads by automatically tagging them with event information using an event-specific tag.

Having event leads in one, centralized place categorized with tags allows you to easily filter and review activity to identify which prospects should be pursued.

Instant CRM Capture

Your Event Assistant can also help streamline getting leads from your event into your CRM or Marketing Automation solution. With an integrated CRM, your Event Assistant can add leads in an instant as they come in through your CardTapp app - no need to manually enter each lead from the event.

Have an upcoming virtual or in-person event and want to learn more about how to set up your Event Assistant?  Schedule some time with our Customer Journey Manager to develop a strategy.