Circumstance

Need

CardScan Lead Qualifier Solution

Result

You and several of your colleagues are staffing your exhibit at a trade show. Business is steady but not overwhelming.

You want to capture and qualify all leads in order to address them according to their importance or urgency.

1. Collect cards and fill out forms as visitors stop by, then process them right away.

2. When you have a lull in activity, sort your leads by priority such as urgency or business potential.

3. Feed the results to your colleagues at the show or back at the office for appropriate follow up.

You save time and resources by addressing the most important leads first yet you have a bank of leads to follow up as time becomes available

You're a one-man-band at a trade show and you're swamped with visitors.

You need to set up appointments for an upcoming road trip as quickly as
possible.

1. Collect cards and fill out forms as you go.

2. Process cards and forms on your next
break or in your hotel room later.

3. Upload to cardscan.net and notify your
support staff to call the offices of immediate
prospects in the vicinity of your upcoming
trip and set up appointments.

Your appointments
are scheduled before
the trade show is over.
You not only save time and money you also impress your prospects with your efficiency.

You've decided not
to exhibit at a trade show but you'll be walking the floor looking for leads.

You want to
do an email
campaign to everyone you've identified as a prospect during the show.

1. Create one or more email templates
before the show — one for each possible
contact message.

2. Collect cards and fill out forms as you walk
the floor.

3. Process cards and forms in your hotel
room later.

4. Sort the day's contacts by type of email
and send each one virtually instantly.

Prospects receive their emails even before the show is over, giving you time to schedule on-site meetings.

You're a sponsor
at a highly targeted seminar. You expect a moderate number of visitors to stop
by your display.

You're looking
to update
information on the purchasing habits of your key market.

1. Ask visitors to complete a simple four
question survey, attach business cards,
add notes and process the information
right at the booth.

2. Later, chart responses to the questions and
cross reference as needed.

3. Email the results back to the office or
import the results into PowerPoint for
presentation as soon as you return to
the office.

Vital market information
is available to all who need it and programs
are initiated quickly
and with greater
likelihood of success.

Your Sales Administrator is
making calls to
current customers and prospects to determine if and when a salesperson should visit.

You're in
the middle of budgeting and need to project the cost of sales trips over the
next year.

1. Have your Administrator complete a
Qualifying Form for each call made,
including the projected time frame
and form of communication the
customer will need.

2. Scan the forms and enter the name and
other information for each contact, either
by typing or by copying it from your
address book.

3. Sort the results to create a schedule and
route list for each salesperson.

Schedules and routes can be used to project travel budgets and workloads
for the entire sales force.

You've used CardScan Lead Qualifier at several shows over the
past year.

You need to
analyze the ROI on each event so you can determine which to attend next year.

1. For each event, sort the contact list
by company name.

2. Overlay any sales results for each contact.

3. Generate a report showing the cost
per lead vs. sales.

You can
immediately identify which events generated the most — and the most profitable — leads.