Best way to manage Exhibition/Conference attendees

Hi,

I am looking for best practices for managing conference/exhibition attendees.


The use case is simple:
Our SDRs meet with prospects (who may or may not exist in the CRM) at physical conferences. They may have different types of interaction: simple presentation, demo, quote, etc.).

At the end of the day, I want us to be able to quickly see who met with which prospect, who the top performers are, what type of meeting is most represented (demo, quote, etc.).

I see one way:
SDR creates a Meeting, selects the show from a multi value picklist, then select the type of interaction in a multi value picklist (demo, quote, etc.) records the meeting.

Do you have any best practices to share?


Thank you!

PS :T o give some context, in my previous company we were using Salesforce, the campaign module allowed us to quickly define the exhibitions + the type of interaction on our booth.

Parents Reply Children
  • Hello,

    Thanks Alex your quick answer!


    I had looked at the target list solution, but unfortunately I don't see a way to give a unique status to a contact/lead.
    I'll give you an example:

    My contact "Contact 1" participates in "Exhibition A", we make him a "demo". I would like to link "Contact 1" to my target list "Exhibition A" and set his status (via a new field) to "Demo".
    I don't think this is possible.

    My contact "Contact 2" participates in "Exhibition A", we just do a "Quick Chat". I would like to link "Contact 2" to my target list "Exhibition A" and set his status (via a new field) to "Demo".

    At the end of the day, I will be able to draft a report showing the number of quick "chats"/"demos" for "Exhibition A"