Best practices in working with sales to capture leads from tradeshows? | Community
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Anonymous
August 20, 2015
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Best practices in working with sales to capture leads from tradeshows?

  • August 20, 2015
  • 3 replies
  • 2546 views

What is your most foolproof method to align with sales to capture leads from tradeshows? Is it via their salesforce mobile app? A list you collect afterwards and import into Marketo? I'm trying to please the masses but don't want to create too many steps or allow leads to be left on the table.

Traditionally we ask the sales team to provide an excel spreadsheet which we import into the marketo program in order to process and tag with the data we need accordingly.

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Best answer by Josh_Hill13

I agree with the other responses. You may also want to just create a Kiosk page for the event where Sales types in the names directly for the key people they want to claim later.

3 replies

Casey_Grimes2
Casey_Grimes2
Level 10
August 20, 2015

Hi Naor,

If you can get an iPad for your sales team, the Marketo Events app does a pretty nice job of managing both people who registered/were invited and adding new people directly into your program.

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    Anonymous
    August 21, 2015

    Thanks everyone. I've used the marketo ipad app extensively but it is very buggy - unless they've had any recent updates? For me, it always freezes and the sales team gets frustrated. The import option of course is always on the table, but I did not think of Josh's idea to create a landing page kiosk specifically for that event. This is smart thinking, I just have to ensure it is mobile friendly!

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    Anonymous
    August 21, 2015

    Hi Naor -

    I like @Courtney Grimes​ suggestion. We are trying to get to that point.

    However, for many of the trade show we attend the association has a sponsored "lead scanner" company. The exhibitors are forced to purchase the lead scanner from the association so we're able to scan attendees badges to obtain their information. We are then able to download a file with all the attendee information. To my knowledge, the Marketo Events app doesn't have that capability (yet).

    So what we're doing in the meantime...

    We're importing our trade show leads via CSV file directly into our trade show programs on the "members" tab. We do clean up the lists before importing them. Due to lead routing rules within our CRM, there are certain fields needed to pass leads over. We always import the leads with "most recent lead source", "most recent lead source detail", indication if the lead is a MQL. In our flow steps we create an interesting moment (type = milestone) so our sales team knows how the lead was obtained and acquisition program. It will also be important that you have your trade show channel steps defined so you can attribute success to the program.

    Josh_Hill13
    Josh_Hill13Accepted solution
    Level 10
    August 21, 2015

    I agree with the other responses. You may also want to just create a Kiosk page for the event where Sales types in the names directly for the key people they want to claim later.

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    Anonymous
    February 2, 2016

    Do you have to adjust settings in order to cache page or avoid auto-populating most recent form submit values and hopefully avoid any negative impact on cookies/web tracking reports.

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    Anonymous
    February 2, 2016

    What are the advantages of using another lead capture tool that integrates with Marketo that you can't accomplish with Marketo LP and forms?

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