Sales

Leadsheet App

Problem

Before the lead sheet app, capturing and managing leads at events was inefficient and unstructured
Lead information was often collected manually on paper or in personal notes, resulting in incomplete and time-consuming recording
Post-processing was also tedious, as the leads of all employees had to be compiled and then manually transferred to the CRM system

Solution

Thanks to the lead sheet app, lead capture has been digitized and significantly simplified
The employee can record leads directly in an app on their cell phone, with a predefined schema providing all the relevant information
A “Sync to HubSpot” feature enables the immediate transfer of leases to the CRM, which saves post-processing time
In addition, the (event) badge can be scanned in order to record the data automatically and error-free

Impact

From events directly to successful customer loyalty.

The time saved during post-processing noticeably reduces the administrative workload for employees. Errors are minimized as the data is recorded automatically and uniformly. Comments and additional information enable the sales teams to address leads in a targeted and personalized manner.