Best practices for lead generation, marketing automation and revenue generation topics.

How to Choose Event Staff

  • Get a diverse mix of people
  • Research your staff
  • Ask them!

Let’s face facts – if your team has had a poor conversation with someone at the booth, no matter how good your stand, product, or follow-up, you’re unlikely to convert that prospect into a customer. All of the great work pre-event can all be undermined by poor staff at a trade show.

Now let’s touch upon event training – who can honestly say they’ve ever had event training?
Yet salespeople and sometimes marketing staff are expected to perform to a high standard without any guidance or training and sometimes without the motivation as well.

Ideally, you’re using an event lead capture solution that gives you metrics on staff, how many leads they collected at a particular event etc. This will give you a good indication of the numbers that person can bring you during an event.

If you don’t yet have a solution to manage your trade show leads and the follow-up process, and even if you do, the following is a good place to start.

The simplest way to start is to get a mix of salespeople, personalities, genders, ethnicities, and ages. Depending on how you want to come across on the booth depends on your choices here, young, fresh, diverse, experienced, etc.

The old adage of people buy from people can be extended. People buy from people like them or that they like. Having a diverse group on your booth increases the chances of synergy.

It’s a common misconception that outgoing people make the best event staff and it’s easy to understand why, but not everyone is comfortable in a trade show environment. Finding out how many events, public speaking, large scale presentations each of the staff has done, will help you narrow down who is best suited.

The final and most simple step is when you have narrowed your selection using the above, simply ask if the person wants to go! Unless they actually want to be there, they won’t give 100% and it will show to the delegates and in the number of leads they collect.

Perfecting Event Follow Up

What are the best methods of post-event follow up?

  • Email correspondence as soon as possible after collecting the lead.
  • Handwritten letters or cards with additional information about your products / services.
  • Telephone follow-up no within one week after the event.

Following a simple process will help you connect with far more of your leads.

Step 1: Get Serious About Lead Retrieval

You will ideally be using a full featured event lead capture solution. As part of a customized automated process, Captello Lead Retrieval App enables you to capture leads with any mobile device and follow up with prospects immediately and automatically with personalized email. Ideally, the prospect walks away from an amazing conversation at your exhibit, then checks their phone, where they will discover your email or SMS message.

Step 2: Add a Personal Touch

Handwritten letters and notes are a great touch that everyone appreciates. Going old school in this way communicates that you spent time considering this prospect and their needs. Including a brochure or collateral that you discussed at the booth reminds them about how your product or service provides a solution to their felt needs.

Writing handwritten letters at scale is not something most marketing teams/salespeople have the time to do, so Captello provides this service as a value add feature to their flexible suite of solutions.

Step 3: Phone Follow Up

After an email and a personal handwritten letter from you, most prospects are familiar enough with your to take your phone call. Make sure they don’t slip through the cracks by adding a call task within your CRM.

Captello’s native integration with all major CRM and Marketing Automation platforms makes it easy to integrate with your CRM and create a task or sequence of tasks and that work for you. Imagine the possibilities if every lead from every trade show was part of an intentional and full-proof follow-up plan with emails, call tasks and handwritten letters or postcards!

So much planning goes into the execution of an event, but follow-up is the most important. Make it the most effective part of the process with powerful and intuitive lead capture software and automated workflow.

Here’s Why You Should Consider Text Message Marketing in Your Post-Show Follow-Up

Thinking about how you will manage your post-show follow-up, after a trade show or other marketing event, is a critical step in finding success with event marketing.

There are several methods of communication that you’ll probably consider using in your follow-up, but have you considered text messages?

Text Message Marketing in Post-Show Follow-Up

You want an omnichannel approach before, during, and after the trade show. In addition to email marketing, you want to harness the power of social media. You should consider the often-overlooked channel of direct mail marketing. And here’s a channel you might not have thought about—text message/SMS marketing.

Used wisely as part of your well-provisioned “marketing toolbox”, before and during the event, and as part of your post-show follow-up, text message marketing can help you reap major dividends.

Before your trade show, text/SMS marketing can help you build name recognition for your brand, not to mention the kind of curiosity and anticipation that guarantees attendees will gladly go the extra mile at the show to seek you out and discover more about what you can do for them.

When you are at a trade show, you can use text messages to notify attendees of agenda items you do not want them to miss, like an after-hours party you are hosting, or an intriguing product demo that will answer many of their questions and lead them to eagerly engage with you and go further into your pipeline. You could also send a text blast to announce a drawing or fun contest you are hosting.

How About After The Trade Show?

After an event, life for them, and you, is hectic. You are back at work. You are trying to get back into a normal routine. So are the leads you met at the trade show. At this point, you are at a marketing “fork in the road”. They have a lot on their minds and their plates. They could get distracted and easily forget about you. You could get complacent and forget to follow up with them.

This scenario happens a lot. Many marketing and sales teams struggle with post-show follow-up; their lead generation and nurturing efforts fizzle out. Please don’t let that be the case for you and your team. You have put in too much time, effort and financial investment to not enjoy a substantial return.

You captured the leads. You and your staff met many of them face-to-face. It’s critical that you now build Top of Mind Awareness (TOMA) and nurture them with an omnichannel post-event follow-up campaign. Text message marketing can help you.

A Huge Benefit Of Text Message Marketing!

With almost any marketing initiative or channel, you face a big challenge: it’s difficult to grab and keep your audience’s attention. It can be a major uphill battle to get your busy, distracted leads to stop what they are feverishly doing, focus their limited attention on your message, open and read it.

Text message marketing helps you overcome this challenge. Think about it. When they receive a text, almost everyone stops what they are doing, opens it up and reads it immediately. I do this. Chances are you do too. The engagement rate with text messages is off the charts. The open rate for SMS marketing messages is huge – as much as 82%!

What other marketing channel has that kind of open rate? As effective as they are, certainly not email or direct mail.

Bottom line: your post-trade show text message is very likely to get opened. And if it gets opened, it’s likely to get read. And if it gets read, assuming you wrote it well (more on this in a moment), it’s likely to help your post-show follow-up by leading to a conversion where the reader takes the step you want them to take.

Text Message Marketing Use Cases. The Sky Is The Limit!

There are a multitude of potential use cases for text message marketing. You can notify your subscriber list of your latest blog article. You can send a Happy Birthday greeting. You sales team can send reminders of upcoming scheduled phone calls…

You are limited only by your imagination!

To show you that we “practice what we preach”, here is an example of how Lead Liaison recently harnessed the power of text message marketing as part of our post-show follow-up. 

At a recent trade show, we asked our new leads if they were comfortable sharing their mobile phone numbers with us. 90% said “Yes”.

We told them to expect a text message that would include their Lead Liaison Representative’s contact information, so they could save it in their phones, in case they thought of more questions after our in-person conversation. 

On the backend, our post-show follow-up included a text message, personalized with the lead’s first name. That text was triggered within minutes of submitting our lead capture form, meaning that we were most definitely the first to follow up with them.

Avoid “Shiny Object” Syndrome

This is true for any marketing channel or tool, including text/SMS: don’t use it just because “it’s cool”, or “it’s popular and everyone else is using it”. Plan out your marketing strategy and objectives. Then plug in the tools to help you reach those objectives. There’s a great likelihood that text message marketing should be one of those tools; after a trade show, and in general, it can be a valuable part of your lead capture and nurturing efforts. 

A Couple Of Text Message Marketing Best Practices

Although a detailed explanation is beyond the scope of this article, it’s important that you follow all relevant laws and regulations related to text message marketing. Don’t spam anyone. Only market to those who have specifically given you permission to. And make it super-easy for them to opt-out of receiving your messages.

Even though your text message is likely to get opened, it won’t get the response you want unless you follow good copywriting and content marketing practices. So make your text personal. Use the word “you”. Make your message “conversational” and lively, not stiff, formal and “corporate”.

When they are reading your text, readers are wondering “What’s In It For Me?”
So tell them what’s in it for them. Tell them how they stand to gain by clicking the link in your message. Keep it brief, and build curiosity in your readers’ minds and hearts; use the text to “sell the click”, that is to persuade them to click through to a landing page or website where you can include a lot more copy and marketing content.

Do You Want To Win At Text Message Marketing? Lead Liaison Can Help You!

Are you beginning to see how text message marketing can boost your lead generation and nurturing results before, during and after your trade show? Do you want to take full advantage of this powerful marketing channel to help you gain more leads and sales from your next event?

Lead Liaison can help you. We offer text messaging automation through our drag-and-drop, cloud-based interface. So when you are looking to a text message marketing platform that is super simple to use, turn to us. We will help you create new possibilities and opportunities as you pursue success with trade show lead generation!

post-event marketing

Why Direct Mail Should Be Part Of Your Post-Event Marketing

So your trade show was a big success! You and your team had fun. The event helped you capture a lot of leads. Great! But your journey is just beginning. Now is the time to consider your post-event marketing strategy.

You captured leads at the trade show. Now, post-event, you need to nurture those leads. For that, you want an approach that involves multiple marketing channels. You have already harnessed the power of connecting with your leads face to face.

Now it’s time to leverage email, social media and content marketing.

Why not use another channel that has proven to be very effective at post-event marketing: direct mail?

Direct Mail Is Dead! Or Is It?

I have a pretty good idea what you are thinking: “Direct mail? Are you kidding me? Everyone knows that digital marketing is the way to go. Direct mail is dead!”

Is direct mail really dead? That’s what the digital marketing “conventional wisdom” might tell us, but maybe it’s not true. Plenty of B2B marketers like you are successfully harnessing the power of direct mail to help them nurture leads and boost sales results.

Direct mail marketing works!

According to one study, “direct mail proved the most effective advertising media. It outperformed digital channels consistently – and, in some cases, significantly. These findings suggest that while the digital space provides essential platforms for customer interaction, physical media is better suited to close the marketing-sales loop, or the gap between interaction and action.”

To quote marketing strategist and author, Elaine Fogel, “According to the Rain Group, half of B2B buyers prefer to be contacted by direct mail, 3rd out of a list of nine outreach methods.”

And…surprise, surprise! Apparently, even tech-obsessed millennials love direct mail:

“It’s been found that millennials who spend more time with physical ads have a stronger emotional response, leading to better memory of them. You could be on the list of the next generation’s most-loved advertising campaigns by optimizing your use of direct mail.” 

Direct mail can indeed be a powerful addition to your post-event marketing. Combine it well with digital marketing channels such as email and social media, and you can enjoy a powerful synergy that drives your results even higher.

But you have to do it right. So let’s talk about how to do direct mail right.

Omnichannel Post-Event Marketing: Be Everywhere

A Proven Way To Fail With Direct Mail. Hint: Don’t Do This

We’ve all received direct mail marketing pieces we threw in the trash without even opening them. Why didn’t we? For one thing, they probably had a very generic, bland, “corporate” look to them. They were obvious solicitations, and in addition to looking like they came from a big, impersonal company that cared nothing about us, the envelope gave us little incentive to open it.

If we did read it, we were not impressed. The letter’s content was focused on the company and how wonderful its products were, instead of where attention needed to be placed – on us! It did not empathetically focus on our problem and helping us solve it. It merely peddled a product.

“Letters From Grandma”

So what should you do instead? How do you make your direct mail stand out in a positive way from the onslaught of corporate “junk mail” your leads are receiving? Choose a marketing service that supports adding handwritten letters to an automated post-event marketing workflow. Then, take additional steps to make your letter personal. Make it look like a “letter from Grandma”.

Think about it: any letter or piece of mail that looks personal, that appears as if it came from an old friend or family member, is almost guaranteed to get opened.

What do these letters have in common? A handwritten address on the envelope. A “real” stamp, not one from a postage meter. When you open it, you read a conversational message written to an audience of one. You see a word you love: “you”! We all love to hear or read the words “you” and “your”. 

“Great To Meet You!”

Want to give your post-event direct mail an even more personal touch that will help you nurture your leads better? Mention your shared experience, the event itself. Talk about how much you enjoyed meeting and visiting with them. Reference something specific from your in-person conversation, especially as it relates to their problem and how you can help them solve it.

Don’t Forget About Postcards 

Why not consider using postcards in addition to, or even in place of letters? Postcards get attention. They are a visible, tangible reminder of your brand and your products to your trade show leads. Here’s a great benefit of postcard marketing: it’s easier for you to get your message to your readers. Why? They have to open a letter. But, a postcard catches a reader’s attention from the moment it comes into view.

A big part of post-event marketing success is building Top of Mind Awareness (TOMA) in your audience. Done right, postcard marketing can help you do this. Postcards catch attention at the mailbox. Your message is likely to get read. There’s a good chance your leads will hang onto your postcard and leave it on their desk.

The result? Every time they see your postcard they think of you. If they think about you often enough, who will they most likely contact when they are ready to buy? You!

What’s Your Ultimate Goal With Direct Mail?

Remember that your ultimate goal with post-event marketing and lead nurturing is to convert your reader into your customer. So keep moving them through your marketing/sales pipeline. At the end of each direct mail piece, have a call to action that encourages them to take the next step in the buyer’s journey.

This may be directing them to make a phone call. It may be telling them about a personalized URL where they can join your email list and download your latest whitepaper. It may be a big announcement about an exciting live event you are hosting.

With direct mail or any other marketing communication, your call to action is crucial. It pays to discover more about this fascinating and potentially profitable topic.

Bottom line: always remember that your goal with direct mail is to drive the lead nurturing process forward and convert your reader into a paying customer.

Your Post-Event Marketing Toolbox

As with all of your marketing initiatives, think of the lead nurturing you do as if it were a construction project. It’s absurd to think you could build a house with only one tool, right? You need a well-equipped toolbox. The same thing goes for your trade show-related lead capture and nurturing.

Think omnichannel marketing, rather than one-channel marketing. As we’ve discussed today, direct mail can be one of your most effective post-event marketing channels.

You can win at direct mail marketing. Lead Liaison’s marketing automation capabilities can help you. We’ll make designing your next mail campaign easy. Want to find out more? Get in touch today!

B2B event

10 Things Event Managers Should Do During A B2B Event

They say that event planning is one of the most stressful jobs. B2B event planners, do you want to know a secret that might make your job slightly less stressful? Repeatable processes! 

We’re all about processes here. If you can outline the process for your various tasks, then you’ll greatly reduce the time and energy that you’ll have to put into those tasks because you won’t have to reorient yourself with the operation each time you start. 

We’ve created several process resources to help B2B event planners, like our Trade Show Preparation Checklist, Questions to Ask When Integrating Independent Lead Capture, or our Post-Show Questionnaire. Today, we will focus on the tasks that you might want to consider during your B2B event. Download the infographic here, or read below for more details about each item. 

10 Things Event Managers Should Do During A B2B Event

B2B At-Event Checklist

B2B events are fast-paced, but there is a lot of value that your company is going to want to squeeze out of it. Every item in the checklist below may not apply to your company, but we recommend that you take this list and modify it as needed. Then, use this as a part of your “trade show kit” going forward. Your team will be impressed with how well you manage the event, from start to finish.

  • Test your lead retrieval on each other. Scan each other’s badge and make sure the information is collected correctly, and that it feeds into your existing backend systems (CRM, marketing automation, etc.) in a timely manner. If you’ve set up a post-event workflow, this would be the final time to test and make sure all applicable actions are triggered upon form submission. While you should have tested this already, make sure nothing has changed by testing at the event. 
  • Set goals for your booth staff. In our experience, salespeople are born competitors. Surprise your booth staff with a special prize for the one that captures the most quality leads, and let them know in your morning get-together on day one. If they haven’t had their coffee yet, this will grab their attention and kick their competitiveness into high gear. 
  • Establish a central point of contact for any unexpected circumstances. This person might be yourself, but make sure to communicate this to your team. This will simplify your event more than you realize. Many times people like to “be the hero” but end up just muddying the waters. You planned the event. You have all the order forms. You know the process. You should manage the unexpected. 
  • Take a photo of your team in front of your booth. Use this photo in your event follow-up to remind prospects of who you are, and why they are getting the email. Most people need the visual reminder, so this will assist your company in standing out from competitors. 
  • Schedule a post-event meeting with your team. Go ahead and give everyone a heads up that you’ll want to have a quick recap meeting after the event closes for the day. Don’t surprise them towards the end of the day – set expectations early. This meeting will give you a chance to take your team’s temperature. How is the event going? Is there anything they needed today that you can prepare for tomorrow? Bonus points for scheduling this at a nearby watering hole. 
  • Ensure that any pre-purchased elements are in working order prior to the event start (ex: power, wifi). The ideal time to do this is during setup. You’ll likely know if a power source isn’t working right off the bat. But, don’t assume the wifi will work once the event starts. Test it during setup. 
  • Walk the floor. Take at least a half-hour to walk the trade show floor. Bring your cell phone and take pictures of booths that inspire you, and of your competition. You’ll come back to these photos later – I promise. Take the time to orient yourself and note where might be a better booth location next show.
  • Find your show organizer contact and ask for their input on your booth. This person could provide an unbiased opinion of what’s working and what’s not, especially in direct comparison to the other booths. You can take that information and build on it for the next show. 
  • Invite customers in attendance to your booth. Lure them with a special treat, like donuts or a snack basket. The goal is to keep them in your booth long enough to possibly provide testimonials to new potential clients. There’s nothing more convincing than a living, breathing advocate for your product or solution. 
  • Make notes on how to tweak your lead capture process. If you are using a mobile lead capture app over the antiquated badge scanners, you likely built your own lead capture form. What questions are your team skipping? Are there any parts of your lead capture form that could use fine-tuning for next time? We recommend using an independent lead capture solution across all of your events, so you can more easily clone your process from event to event. This also makes it infinitely easier to make minor tweaks to the lead capture and post-show workflow, based on experience. 

With each event that you manage, you’ll find more items to add to this list and discover which ones don’t really apply to your company. The key is to let your trade show experiences build off of one another. They should not be compartmentalized, but rather a cumulative effort to overall B2B event success. 

To learn more about Lead Liaison’s B2B event lead capture solution, request a personalized demo here.

tracking event ROI

How to Evaluate Event ROI from Your Trade Show

How can you execute an event, spend the money, and not know what you got out of it? Let’s say you are the CEO, and someone comes to you asking for a budget for an event. You’ll likely want to know your previous event ROI so that you can make the right decision. 

Did you know that 23% of marketers can track event ROI (source)? That means 77% of marketers cannot. Yikes.

To download this infographic, click here.

Top Challenges for Tracking Event ROI

  1. Calculating Cost is Difficult – With expenses coming from every direction, it’s hard to keep up with it all. You’ve got to consider the cost of your booth space, travel and expenses of the team, sponsorships, and any other miscellaneous costs. 
  2. Deals Don’t Happen on the Show Floor – To calculate the ROI, you need to know the return you got. That’s from the deal itself. The average sales cycle in business is 102 days (source). It might be a while before you can give an accurate event ROI.
  3. Too Busy to do the Math – There is a lot to do immediately following an event; the first of which being executing the necessary follow-up. 
  4. Nobody Asks! – There is so much work leading up to an event, during an event, and after an event, that the biggest considerations are easily overlooked. 

Popular Ways to Measure Return

Here are some popular ways to measure return, in order from most helpful to least helpful. 

  • Revenue
  • # Meetings Set
  • Engagement
  • Forecasted Revenue
  • # Opportunities

After calculating success, consider these important numbers:

  • Cost of event
  • Cost per lead
  • Cost per opportunity

Software Systems Help Calculate Event ROI

Software systems help connect the dots between your campaign efforts and your end result. For example, in Salesforce.com you have a lead that starts as a contact, then onto an opportunity, then to closed/won. When that deal closes, for $10k for example, you should be able to tie that revenue back to the campaign (and more importantly, the cost of the campaign). Where did that lead come from? How did they find out about you? Having software in place that either tracks all information within one system, or having a few that integrate (communicate) with one another, can help you attribute those deals and make better decisions for your organization going forward.

Hard Event ROI vs Soft Event ROI

Don’t forget to consider both the hard ROI and the soft ROI. 

Hard ROI is more about the direct benefits to your company. This can include how many leads you were able to collect, or how many deals you were able to close. The concept of hard ROI is more about financials.

But, there’s also a Soft ROI that you shouldn’t overlook. Indirect benefits like facetime with customers, increasing awareness of your brand, and any success you had networking should all count for something when evaluating the success of an event. Just because you didn’t close a deal, it doesn’t mean that you weren’t able to familiarize the industry with your product or solution. The more they see you and hear about you, the more likely it is that they will come to you when their need arises. 

In Conclusion

Calculating event ROI can be tricky, but is an essential part of the event process. The process of calculating your event ROI will be specific to your business and your goals. There is no magic equation. What might be helpful, though, is setting yourself up to be able to easily track as much of this data as possible so that answering the question, “What was our event ROI?” is achievable. 

Choose a software solution that helps you build event campaigns, captures exactly the data you need onsite, supports immediate follow-up, and tracks ROI. Lead Liaison’s event lead management solution, GoExhibit!™, does all of this. To learn more, click here

The Anatomy of a Great Event Lead Capture Form

When exhibiting at a trade show or other marketing event, your lead capture form drives success. That’s not to say that having an enticing booth and properly staffing it doesn’t matter, too. But without an effective and efficient event lead capture form, you’ll inevitably fall behind.

That’s why we wanted to provide an outline of a great event lead capture form. If you include these key components, you’ll be sure to set your team up for success (and sales) post-show. When someone visits your booth, your team should be focusing on making a connection, not killing the moment with a long list of questions. A complicated lead capture process can turn an interaction into an interrogation. So simplify your event lead capture form by narrowing it down to the suggestions below.

The Anatomy of an Event Lead Capture FormDownload this Graphic

Quickly and Easily Collect Basic Lead Info

Based on the show you are exhibiting with, you should be able to integrate your event lead management solution with the show lead retrieval. In our research, we have found that nearly 80% of events will integrate with an event lead management solution.

If integrated, a great event lead capture form will include a badge scanning element that makes it easy to collect basic contact information without needing to hold up the flow of the conversation. Most event lead management solutions support barcodes, QR codes, and even near field communication (NFC) badges.

If the show doesn’t offer integration, simply include a Business Card Transcription element instead. Most event lead management solutions support transcription of the information on a business card. Lead Liaison’s GoExhibit!™ features transcription service with a 99.9% accuracy and near-immediate turnaround time.

Qualify Your Leads

Meet with your team to narrow down exactly what constitutes a qualified lead, and include that question (or those questions) immediately after your badge scanning element. You want the form to flow the same way the booth representative’s conversation would go. They’ll collect basic information, and then they’ll consider if the lead is qualified.

Not everyone who gives up their information represents a real business opportunity. In your preparation, consider what the top three most important characteristics are to identify qualified leads. Assessing whether a lead is worth pursuing allows you to easily progress your sales process in any post-show automations.

Using a temperature scale is a simple and effective way to gauge interest. “Hot” signifies that they are almost ready to buy. “Warm” means they need to be nurtured a bit before they’ll make a purchase (make sure you have an excellent post-show nurture campaign). “Cold” leads are not even worth your sales team’s time yet. They can still be nurtured, but your sales team can probably skip any aggressive post-show outreach.

If you wanted to get a little more detailed, you could further qualify your lead by asking:

  • How much buying authority or influence does this person have?
  • How soon is this person likely to make a purchasing decision?

Investigate Key Interests in Your Event Lead Capture Form

If your company is showcasing multiple solutions at your booth, your Key Interests field should contain a checklist of those solutions. If your company is showcasing a single solution, your Key Interests field should contain a checklist of various problems your solution can solve.

If your event lead capture solution supports conditional fields, you could design your form so that additional questions populate based on the prior selections. That way, your booth representatives won’t have to waste time scrolling through questions that are not relevant, but they are prompted with the appropriate questions when applicable.

For example, if your company offers Solution A, Solution B, and Solution C, your event lead capture form could populate a different follow-up question based on if they are interested in A, B, or C.The follow-up question could inquire about what particular problem the prospect needs to address with your solution. Of course, every answer will be slightly different, but you should be able to put any answer into a few different buckets. And since you’re using conditional fields, why not have an “Other” option that triggers a text field so your booth rep can fill it in?

Help Your Team with a Voice Notes Component

Voice notes can be one of the most useful components of your lead capture form. They allow booth representatives to focus on conversations instead of note-taking. The goal, remember, is to have an organic conversation so that you start building that positive relationship from the start. If the prospect feels like the purpose of the conversation is to check boxes, they’ll be less inclined to open up.

The opportunities that a voice notes component provides are endless. Voice notes can be used to record an answer to the single most important question on your lead capture form. If the prospect is comfortable, you could record the entire conversation so you don’t miss a thing.

When a booth rep concludes a conversation with a prospect, voice notes allow them to easily step aside and quickly rattle off all pertinent information within a minute, rather than writing them in a notebook or keying them into their lead capture form.

Some event lead management solutions even offer voice-to-text transcription, which makes the process even more efficient. Now, your booth reps have no excuse for not taking great notes!

Simplifying your form to include these items will not only make lead capture easier for your staff at the event, but it will also make it easier for the marketing team to follow up appropriately based on the answers collected. Some event lead management solutions even offer ways to deeply personalize follow-up based on the answers collected at the event. A handwritten letter sent a week after the event can reference their specific need. A follow-up email can contain a link to a detailed overview of the solution they were most interested in.

The possibilities are truly endless when using Lead Liaison’s event lead management solution, GoExhibit!™. If you are interested in learning more about our solution, click here.

These Tech Tips Will Boost Event Lead Capture Success!

Welcome to part two of our series on how you and your team can get the most out of your trade show experience, optimize lead capture and enjoy a high level of customer lifetime value from these leads.

In a previous article, we discussed some valuable ideas you can leverage to capture more leads at your next event. Today, we continue that conversation. Let’s discuss specifically how you can harness the power of technology to capture and collect as many leads as possible, engage with them right away (even while you are still at the event) and set the stage for converting them into eager prospects and buyers.

Rethinking Your Lead Capture Form

Put yourself in your booth visitor’s (your potential lead’s) shoes. Attending a big industry event can be an overwhelming experience for them! This sense of overwhelm felt by so many trade show attendees can cost your company lead capturing and nurturing opportunities.

So what can you do about this situation and turn it to your advantage?

What can you do that will make their experience more enjoyable and help you have a more meaningful engagement? What generates a massive impact that will help keep you and your brand in the forefront of their minds? Keep reading to find out…

When you are engaging in conversations with leads at your booth, don’t waste your time or theirs by asking the same dull, boring, unimaginative questions every other exhibitor is asking them. Aside from the basic information you can get from their badge scan, add targeted, relevant questions to your all-important lead capture form. Questions that will not only help you follow up more efficiently and effectively but will also help you keep your lead, the one you worked so hard to capture at the event, engaged.

Why is this important? The more engaged your lead feels during the buyer’s journey, the more of their very limited attention you will win and keep. The more likely they are to buy from you. So how can you keep them feeling engaged?

Remember what we talked about in our review of lead capture tips: every time you ask your leads and prospects to do something, they are asking themselves, “What’s in it for me?” You want to tell them what’s in it for them. So take the answers they give to the questions on your lead capture form to help you do this. Analyze the information they give you, and craft responses that show your leads how your product solves the problems they want solved.

Doesn’t it make sense that if, in response to their questions, you were equipped with answers they found to be highly relevant to their situation, that you could give powerful answers to the question, “What’s in it for me?”

Ask Better Questions. Enjoy Better Lead Capture Results!

On your lead capture form, ask questions that relate to the problem they have – the one that your product helps them solve. Include conditional questions that pop up based on their answers to the questions you previously asked.

Here’s an example of a conditional question: if you ask a lead what role they play in the company, and they say “I do the research for new technology”, you’ll select “Product Research” from your dropdown. With a little research, you’ll be able to create a list of potential job titles that you are likely to run into at the event. Selecting “Product Research” will then trigger a new, role-specific question: “What’s the first thing you look at when researching?”

Do you see how this approach can help you target your post-show marketing responses and deliver a win-win solution for both you and your leads?

As you are communicating with them post-engagement, use the answers they gave you to deliver content, in the format they prefer, that keeps them engaged and interested in what you have to say.

What’s the bottom line? You want to use your lead capture form not just to capture the lead’s contact information. You want to use it to help you make your post-show marketing process more personalized, persuasive and, ultimately, much more effective

Embrace Audio Notes

Like we discussed a moment ago, a trade show or industry event can be overwhelming. And given your primary goal of lead capture, you don’t want to ask your team to spend their vitally important booth time typing notes into their phone or writing them down on a notepad.

If your salespeople at the trade show are taking too much time scrambling to finalize their notes from previous conversations, they are likely losing valuable opportunities to engage with new booth visitors.

The perfect buyer may have just passed by your booth and been snatched up by a competitor!

Rather than burdening your team members with these highly inefficient methods which could easily cause valuable information to be lost, why not find a lead capture solution that gives them the option to record an audio note which can automatically be transcribed once the event is over?

Tailor Follow-Up to the Individual

Here’s the thing: your booth visitors have talked to a lot of exhibitors at the big event, including your competitors. Will they remember you after the show, or will you be promptly forgotten?

You must do something that will really help you stand out in the eyes of your new leads. Don’t merely employ a “default”, one-size-fits-all event follow-up strategy. Ask them how they prefer to be followed up with, and with what type of content. Use a lead capture form that contains a dropdown selection which allows you to select their preferred method of follow-up (phone call, email, or text).

Then, tailor your post-show communication to that specific prospect’s wishes. It will mean a lot to them. And it will leave a positive, lasting impression. The type of impression that just might help your company win another customer!

Obviously, if you are going to successfully carry these ideas out, it helps you to have the right marketing and sales automation platform. This is how our team at Lead Liaison can really assist you.

Our innovative, robust, cloud-based software combines fully-customizable lead capture forms, real-time lead tracking, lead qualification, lead distribution, database segmentation, lead nurturing, social media engagement and ROI reporting into a single platform.

We make some bold claims, but as our happy clients can attest, we can back them up. Want to find out more about how you might become the next Lead Liaison success story? Contact us today to arrange your complimentary demo of our event lead capture solution, GoExhibit!™.

Lead Liaison Press Release

Visitor Tracking Solution Integrates with Live Chat from JivoChat

Dallas, TX – This week, sales and marketing solutions provider Lead Liaison announces an integration with third-party live chat software, JivoChat. The integration is said to help businesses build a more comprehensive digital DNA of prospective customers, leading to more prosperous engagements. 

JivoChat’s solution enables businesses to engage visitors in real-time using embedded chat widgets. “Our goal is to streamline customer communication and assist companies in further strengthening their relationships with prospective customers,” says Pavel Sikachev, US Country Manager at JivoChat.

Sikachev continues, “Our integration with Lead Liaison empowers businesses to create more comprehensive buyer personas and tailor their communication accordingly.”

Lead Liaison’s integration with JivoChat enriches anonymous Prospect Profiles with key information from chat interactions. Initially, all visitors to a company’s website are anonymous. Preliminary tracking can only provide company, location, and website activity like page visits, for example.

With Lead Liaison’s JivoChat integration, visitors are converted from anonymous to known Prospects. When a chat begins, the chat system collects contact information such as name, email, and more. The contact information is added to the anonymous record to identify the individual.

In addition to enriching the Prospect record, Lead Liaison logs chat activity, such as when the chat begins and ends, along with the chat content. When a chat occurs Prospects are automatically scored, as well.

“Our software is created as a result of client needs,” says Will King, Technical Account Manager at Lead Liaison.”The integration with JivoChat’s live chat software was no different. One of our clients in Europe is a supplier for soundproofing and acoustic insulation. They’ve been using JivoChat and Lead Liaison’s visitor tracking solution for a while and needed the two systems to talk together. We built a Universal Chat Connector that supports JivoChat and any live chat software in the market. We couldn’t be more thrilled to release this enhancement to our ever-growing customer base.”

Lead Liaison also offers integration with other 3rd party chat systems, such as Drift, Intercom, Olark, LivePerson, LiveChat, and more.

About Lead Liaison
Lead Liaison provides cloud-based sales and marketing automation solutions that help businesses accelerate revenue by attracting, converting, closing and retaining more prospects. Filling a void in the small pool of automation providers that focus on marketing-centric functionality, Lead Liaison gives equal focus to sales providing sophisticated visitor tracking and sales automation to boost sales effectiveness. Additionally, Lead Liaison is the global leader in event lead management, enabling companies to capture and manage leads from trade shows and events. Lead Liaison blends ease-of-use, a flexible architecture, deep external integration, marketing across social, web, mobile, email and offline channels and powerful functionality into a single platform, called Revenue Generation Software®. Lead Liaison is headquartered in Dallas, Texas. For more information, visit http://www.leadliaison.com or call 1-800-89-LEADS (895-3237). To access our Press Kit, visit www.leadliaison.com/press-kit.

Sales Prospecting Manual

Sales Prospecting Manual: The Secret to B2B Sales

To download the Sales Prospecting Manual: The Secret to B2B Sales white paper .pdf, click here.

Overview

This manual is a step-by-step guide to sales prospecting. The manual was curated through real-life experience with the sales team at Lead Liaison. By following this manual your B2B sales team should expect to have a smooth-running, well-oiled B2B prospecting engine that you can use to fill the top of the funnel for $.78 per lead!

Get Prepared

Step 1: Identify your Target Market

Look at your past successes and determine which markets/industries you’re getting the most traction in. For example, is it the finance industry, health industry, high-tech, etc. Keep your focus on a specific marketing or vertical and base it off of past wins.

Step 2: Build your Team

Your team will consist of a Business Development Representative (also known as an Inside Sales Representative, or “BDR”) and a Sales Representative. Your BDR can be an internal resource or external resource, such as a contractor or part-time hire. With the B2B prospecting methodology covered in this manual, we’ve used an external resource. Here’s how we did it:

  1. Visit upwork.com. Upwork is a marketplace to hire contractors.
  2. Post a new job (it’s free).
  3. Here’s our post:
    • Title: Looking for an admin to help with data entry.
    • Description: Help with prospecting by following a guide to finding contacts using tools provided by our company. Enter the contacts into our sales automation system. Rinse and repeat.
  4. Hire your BDR for $3 per hour! Yep, we’re not joking. Here’s proof:

Hiring a BDR

5. Next, find your Sales Representatives. We suggest having Sales Representatives that work for your company. The Sales Reps will take leads from this process that engage (express interest or interact in some way) and follow up on them. They will also execute manual tasks that are combined with automated tasks as part of a sales plan that systematically, and intelligently, reaches out to your prospects.

Step 3: Build a Semi-Automated, Systematic Sales Plan

This step is a must if you want to build a prospecting machine. These systems are sometimes referred to as Sales Engagement, Sales Enablement, or Sales Automation. Regardless of the name, they all serve a similar purpose. That is, to make a salesperson’s job easier by making them more efficient with their day-to-day sales efforts. Enterprise systems will include a few key components:

  1. Sales plan
  2. Task manager
  3. Integration with CRMs and marketing automation platforms

The Sales plan is a combination of various actions such as emails (automatic and manual), offline communication (handwritten letters, postcards, etc.), tasks, and digital communication (text messaging) that can be added into your plan. With the right system, there are two ways to manage your plan:

  1. Create one plan that all of your Sales Reps can share.
  2. Create individual plans for each of your Sales Reps.

In the process below, we’re using method #1. Your VP of Sales or someone leading your sales team could create the plan and your entire sales team can benefit from it. This results in consistent communication for your brand and overall messaging. Our system of choice in this example is a Sales Enablement system from Lead Liaison. Other providers call their Sales Plan “Sequences” or “Cadences”, while Lead Liaison calls them “Rhythms”.

Here’s how to create your Sales Plan using Rhythms: http://youtu.be/6bKzl9LZcX8?hd=1

Start Prospecting

Step 4: Find the Right Person

In this part of the manual, these are the instructions you can provide to your BDR (the $3 resource).

  • Do not select more than two (2) people at the same company. It’s suggested you use only a single contact to avoid any issues with domain reputation.
  • Use these methods, in this order, to find the right person to target:
  • Look for these people (you fill in the X, Y, and … in the section below to give your BDR specific instructions). Remember, you should create a Saved Search in LinkedIn Navigator to simplify this process for your BDR.
    • First, anyone with “X” in their title.
    • Next, anyone with “Y” in their title.
    • Finally, if there’s no match on the above look for these titles:
    • Ideally, you’re looking for these key job titles:

Step 5: Find their Email Address

Have your ISR install these tools as their ISR Prospecting Stack. Using these three tools will guarantee your ISR can find a valid email address f86% of the time. See a more detailed analysis on this fact in this blog post.

  • Install the top three (3) ranked tools below. Each tool has a video demonstrating how to install it and how to use it.
  • Since there is an average of 21 business days in a month, use two separate email addresses (personal email such as @gmail.com addresses are fine) and install Clearbit Connect with those email accounts. You can use the free version of Clearbit Connect to generate 10 new email addresses per day for each business day in the month. If you need more, open more Clearbit Connect accounts.
  • Use your company’s Norbert account.
  • Use your company’s Hunter account.
RankToolInstallationUsageFree CreditsMinimum Paid Plan (Annually)Price per Email (Based on Annual Paid Plan)Notes
1Clearbit ConnectHow to use Clearbit Connect100 emails per month$6,000$.50 (12K emails)Paid Plan can be divided into 5 seats. Only pay for verified matches.
2NorbertNorbert installationHow to use Norbert50 emails$468$.039 (12K emails)Credits rollover. Charges on successful verification.
3HunterHunter.io installationHow to use Hunter.io100 per month$408$.034 (12K emails)Share across users for paid plan. Also crawls web. Use web for single credit instead of browser plugin.

Step 6: Enter Data Into your Sales Automation System

In this step, your ISR will enter data into a Sales Automation system, in this case Lead Liaison’s Rhythms. After the BDR finds the contact, create the Prospect in Lead Liaison and add them into a Rhythm.

Start Selling

Step 7: Use a Task Manager

Now that your BDR engine is running full steam, and people are added to your Sales Plan, that’s where the hand-off from the BDR to the Sales Rep occurs. The Sales Rep simply has to execute all of the tasks created by your Sales Plan. Since we’re using Lead Liaison’s Rhythms for our Sales Plan, it also comes with a nice, built-in task manager. Every manual email or task used in your Rhythm will get populated in your task manager. Here’s how to manage your tasks with the task manager: http://youtu.be/0heTYixWjZ4?hd=1.

As you work through your tasks, make sure to do your research. If you’re selling to major accounts, in what’s referred to as Account-Based Sales or Account-Based Marketing, research is really important at this stage. In the section below, we cover our favorite tools for research and provide some videos on how to use each tool.

Task Manager

Step 8: Research

Identify Technographics (Datanyze)

If it’s important for you to know what technology (lead gen, marketing automation, content management system, email marketing program, etc.) your prospect is using use a system like Datanyze (now owned by ZoomInfo) or BuiltWith to search technographics.

  1. Install Datanyze Insider for free: https://www.datanyze.com/insider
  2. Here’s a video on how to use it to find Technographics: http://youtu.be/0fF23vXfVoo?hd=1

Check out Funding Events (Crunchbase)

Funding events, competitors, financials, and more can be found with Crunchbase.

  1. Access Crunchbase.
  2. Review key company information: http://youtu.be/EfeGIK6pBhw?hd=1

Read the News (Owler)

Owler does the best job in the marketplace for finding competitors. If this information is useful to you, access Owler.

  1. Head to owler.com and sign up for free.
  2. Search the company for News, Competitors, and Press Releases. Here’s an example: http://youtu.be/fJsno3l_zLg?hd=1

Summarizing the Prospecting Stack

Here’s a summary of what your company would need to invest in subscription services for the total prospecting stack. We broke up the stack into a BDR Stack and Sales Rep stack. We computed a Cost-Per-Lead, or CPL, for this prospecting effort based on 10,441 leads per year. Not bad for $.78 per lead!!!

BDR Prospecting Technology Stack

TOOLANNUAL COST
Clearbit ConnectFree
Voila Norbert$468
Hunter$408
LinkedIn Sales Navigator Professional$779.88
Lead Liaison Sales Enablement User License$900
TOTAL INVESTMENT$2,555.58

Sales Representative Sales Technology Stack

TOOLANNUAL COST
Datanyze InsiderFree
Owler Free
Crunchbase $348
TOTAL INVESTMENT$348

Total Investment and CPL

TOOLANNUAL COST
Clearbit ConnectFree
Voila Norbert$468
Hunter$408
Datanyze InsiderFree
Owler Free
Crunchbase $348
LinkedIn Sales Navigator Professional$779.88
Lead Liaison Sales Enablement User License$900
Research Labor ($3 per hour).

Based on 40 leads per day. 10 minutes per lead.

261 working days in a year.

$5,220
TOTAL TOOLS$2,903.88
TOTAL LABOR$5,220
TOTAL INVESTMENT$8,123.88
COST PER QUALIFIED LEAD (CPQL). 10,440 per year.$.78