The solution enables organizations to efficiently plan, execute, and analyze events while capturing high-quality leads in real time. By combining the Manage Event and Report Lead applications, the solution delivers a complete lifecycle, from event setup and sales team coordination to AI-powered lead capture and automated follow-ups.
Event managers can define events, assign sales representatives based on teams, regions, and roles, and monitor participation and performance. During events, sales representatives can instantly capture leads using AI-powered document intelligence scanning, voice input, or manual entry, enriched with AI-generated insights and automated email communication.
Key Benefits of Event & Lead Management
- Real-time lead capture using AI-powered document intelligence scanning and mobile-friendly workflows
- Automated, AI-generated follow-up emails to accelerate engagement
- Structured team, region, and role-based assignment for better accountability
- Enhanced lead quality through AI-assisted data extraction and summarization
Manage Event Capabilities
The Manage Event application focuses on organizing and controlling event execution while providing complete visibility into collected leads.
Features include:
- Event creation and management with location, schedule, and participant assignment
- Sales representative management with roles, regions, and team structures
- Dynamic assignment and reassignment of sales reps to events
- Centralized view of all leads collected per event
- CSV/Excel export options with condensed and expanded formats
- Event status tracking with visual indicators (upcoming, live, completed)
Report Lead Capabilities
The Report Lead application empowers sales representatives to capture and enrich leads efficiently during live events.
Features include:
- Badge and business card capture using AI-powered document intelligence scanning for instant data extraction
- AI-powered extraction of structured lead details from free text or voice input
- AI-assisted lead summaries for improved data consistency and quality
- Automated, personalized email draft generation for immediate follow-ups
- Real-time lead submission with centralized visibility for teams and managers
This comprehensive Event & Lead Management solution helps organizations streamline event operations, improve lead capture quality, automate follow-ups, and enable data-driven decision-making, all within a single integrated platform.
