Sales & Marketing

Lead capture and sales conversation documentation with QuestionPro

Lead capture and sales conversation documentation
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Lead capture and sales documentation at trade fairs, congresses and business events

If you regularly participate in trade fairs and trade fair-type congresses as an exhibitor, then you know the challenge of lead capture and sales pitch documentation. In the beginning it still works quite well, the employees diligently document their consultation or sales discussions on lead sheets, on the back of business cards or directly in the customer database. As the number of visitors and the associated stress increases, the accuracy decreases and there is simply no time for detailed documentation between the conversations, so that in the end the dialogue is often incomplete or not recorded at all. This is particularly critical if follow-up actions have been agreed, such as sending information materials, product samples or a follow-up telephone conversation.

With QuestionPro for seamless lead capture and conversation documentation

The lead sheet as a conversation guide

With QuestionPro you can develop an online lead form in no time, which you can easily fill out on a tablet PC using a stylus. This lead sheet can even be designed like a conversation guide, meaning that the following dialogue point will appear depending on the previous answer. This branching logic allows you to have a continuous conversation without long scrolling and searching.

Connection to CRM and sales systems

Thanks to its open interface architecture, QuestionPro can be connected to downstream CRM or sales systems. This makes it possible to transfer the data collected from sales documentation and lead capture directly into the downstream applications.

Kiosk mode for distraction-free lead capture

To ensure that the tablets are not “misused” for surfing or playing games during the trade fair or other sales events, the mobile lead sheets can also be operated in so-called kiosk mode. This means that it is not possible to navigate to other functions of the tablet PC and the mobile lead sheet always remains in the foreground. After saving the data, the application starts again from the beginning, fully automatically.

Lead capture in offline mode

If the tablet PCs do not need to be connected to the Internet for whatever reason, the data can also be recorded offline and later synchronized either manually or automatically.

Interactive Voice Response (IVR) Integration: Speaking instead of writing

Even with a stylus, capturing free text is often tedious in the hustle and bustle of everyday trade fair life. QuestionPro supports Interactive Voice Response (IVR) integration and therefore offers the possibility of voice input and also processes voice commands.

Initiate automated processes

With QuestionPro you can initiate automatic processes. If, for example, a trade fair guest requests further information to be sent by email or a call from a sales representative, this process can be initiated fully automatically with a click or fingertip within the lead form.

Analysis of trade fair data

A particularly nice side effect of lead capture with QuestionPro is the subsequent evaluation using the integrated analysis tool. How many leads on which topics were recorded, who is the “lead king”, how many leads were marked with Prio A, what is the expected sales volume? How many follow-up actions have been defined? You can define yourself what you want to analyse.

Test QuestionPro for lead capture now for 10 days free of charge

Do you have questions about lead capture and sales discussion documentation? Simply contact us using our contact form. We look forward to speaking with you! Or, best of all, test QuestionPro now for 10 days free of charge.



Test the agile market research and experience management platform for qualitative and quantitative data collection and data analysis from QuestionPro for 10 days free of charge

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