Lead Retrieval Software

Measure ROI with Lead Capture Software

To deliver measurable ROI, exhibitors need the ability to capture complete and accurate lead contact information, demographic data, and behavioral data so they can qualify, score, and distribute leads quickly to the right lead-nurturing and sales resources.

Exhibitors: Simplify Lead Capture and Vastly Improve ROI

No need to settle for the typical hit-or-miss lead capture and sloppy, random data entry that often occurs at shows and conferences. Lead Retrieval provides everything you need to capture accurate prospect data, qualify and score prospects, distribute leads, and measure KPIs like conversion rates, close rates, and other ROI metrics.

Organizers: Help Your Exhibitors Improve Sales and Event ROI

Lead Retrieval software lets you offer your exhibitors a fully featured, state-of-the-art solution that provides the simplicity and accuracy they need to quickly capture, process, and distribute lead data, leveraging the investments they’ve already made in CRM and marketing automation systems. Lead Retrieval software works with one of our lead retrieval scanners and includes session tracking capabilities.


Product Demo

Video
  • Multi-device compatibility
    • Use the same app on smartphones or tablets at each of your events
    • Use your own device or
    • Rent as many devices as you need from SmartSource
      • ExpoTools’ AT700 Handheld Scanner
      • ExpoTools’ BC600 Portable 1D/2D Barcode Reader
      • Swiftium Wireless Android Scanner
  • Comprehensive lead data capture
    • Capture complete and accurate contact information by scanning badges with the device’s camera
    • Edit information and write notes about attendee needs on-the-fly at the point of discussion or later in the day
    • Works with barcodes, QR codes, and magnetic strip badges
  • Customizable survey tool
    • Create custom qualification and/or market research surveys for each event
  • Comprehensive reporting
    • Download reports from any iOS or Android device
    • Provide event managers with real-time lead access and management
    • Provide custom reports on lead-generation efforts and survey responses online in real-time, or PDF for easy distribution
    • Reports include:
      • Excel spreadsheet with all scanned leads
  • Integration with event registration systems
  • Integration with Salesforce.com and most other CRM and marketing automation systems when used with the Swiftium Wireless Android Scanner (available from SmartSource)
    • Ensures timely and accurate automatic lead distribution and lead nurturing
    • Provides sales with instant access to survey answers, notes, literature requests, and lead scoring to help target their efforts
    • Leverages existing investment in CRM and marketing automation

I don’t have the order form or a printer available to me today – how can I place an order?
Online via our Website

Where do I pick up and return the scanner?
You may pick up your scanner, charger, and printer (if ordered) at our SmartSource Service Desk.

Do we need to order Electric Power for the scanner?
The scanner will be fully charged when you receive it. You will, however, need to charge it overnight.

Can we include a PDF Document if we set up automatic emails?
Yes, you can include 1 PDF file with automatic emails.

Mobile Lead Questions

Can I send an email blast/automatic email using the App?
Depending on the app, you can set up your email blast to be sent when the badge is scanned. Currently we are using 2 apps: Expo Leads and Leadvalu. If you are using Leadvalu, you can set up an email blast. This feature is not available with Expo Leads.

Can I use custom qualifiers using the App?
Yes, you may in both the LeadValu and ExpoTools Apps.

Can I print if I use the App?
No, the app does not have the ability to print.

How many activations are included in the App purchase?
One activation is included. Additional activations are offered at a discounted rate.

Is there a function for a random drawing using the App?
No, there is no function for a random drawing using the App.

Can we add notes to the person/badge we scanned with the App?
Yes, you can easily add notes to both apps and hand-held devices.

How can I check if my device is compatible with the App?
You can go to either Apple App store or GooglePlay on Android and search for the app name. If your device is not compatible, the application will not be available to download.

Handheld Lead Questions

If I order multiple apps, do all my leads appear in one list together or can they be kept separate?
The leads all go into a central location, which is then downloadable to Excel. If you require different lead lists, please let your Account Rep know to make a note in the system. In this case, you will be provided two separation activation codes – one for each device. If you have a hand-held device, you will be able to sort by the device ID.

Is there a function for a random drawing using the scanner?
Yes, this function is available with the hand-held device.

If I order multiple scanners, do all my leads appear in one list together or can they be kept separate?
The leads all go into a central location, which is then downloadable to Excel. If you require different lead lists, please let your Account Rep know to make a note in the system. In this case, you will be provided two separation activation codes – one for each device.

What is the difference between the A and B Scanners other than price?
The B is the ExpoTools Model BC600, which will scan, print lead information, and has the capability to be used to select raffle winners. The A Scanner is the upgraded ExpoTools Model AT700, which scans, has a touch screen, on screen touch keyboard, print capabilities, a request assistance mode, raffle offering, and can save your leads to a USB device.

Can we add notes to the person/badge we scanned with the scanner?
Yes, you can easily add notes to both apps and hand-held devices.

Lead Access Questions

When will I receive my username and password?
When you order a hand-held device, you will receive an email from us which may contain a link or an attached csv file where you can view your leads. If you received a link, that link will be valid for 10 days after receipt. When you click on this link, your leads will download as an Excel file. That file will continue to grow each time you click on it based on the leads you captured at the event.

When/how will I receive my leads?
On the hand-held device, you will receive a link where you can download your leads, or you may receive an email at the close of the show with your leads attached as a csv file. For the mobile app, you will need to log in using the credentials that you received with your activation code.

How soon can I access my leads?
All your leads are collected in real time. They are available to view at any time.

Can I use the same log in and password for multiple phones/devices?
Yes, if you purchased multiple activations. You can only use one activation on one device, and activations are not transferable.

Can I view my leads collected each day or only at the end of show?
All your leads are collected in real time. They are available to view at any time.