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
  • Great question ! One option that you may want to investigate is loading these conference attendees into the Targets module and using the Target > Lead > Contact flow. We have a help article on this, which explains Targets as:

    A target, sometimes called a suspect or prospect in other CRM systems, represents an individual about whom you know little. Targets are transitory and can be mopped up, deleted, and scrubbed to no lasting effect. This is because there is virtually nothing of importance that can be associated to a target-no cases, quotes, etc.

    You can also modify the Targets module in Studio to include extra fields (like "Type of Interaction") to track those meetings/demos/quotes, and possibly Target Lists to consolidate these individuals into "buckets" based on the exhibitions, conferences, or other criteria. Using Tags could be another way to segment these individuals.

    A few helpful resources may be:

    I hope this helps!

  • 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"

Reply
  • 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"

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