Frequently Asked Questions
What information is included in my lead file? Contact information of the lead (generally Name, Title, Organization, Address, Email and Phone), additional demographic information (as authorized by the event organizer) and any qualifiers, surveying responses and individualized notes that you apply to your scanned leads. What does "Qualifiers" mean? Qualifiers are 'codes' that have been assigned to a captured lead that will help you to determine the next steps in the sales process for that lead.
Mobile Lead Capture App: There is an unlimited number of custom qualifiers that can be set up in the app.
Lead Scanner and Lead Scanner Plus: There are 10 standard and included qualifiers with every scanner: 1. Send Information 2. Decision Maker 3. Send Samples 4. Just Inquiring 5. Send Quote 6. Purchase w/in 3 months 7. Add to Mailing List 8. Ready to Purchase 9. Recommends Purchase 10. Have rep call. You can purchase an additional 20 custom qualifiers for each scanner. Custom qualifiers can be specific to your company’s needs(ie. listing of product names, product codes, lead tagging to specific sales reps etc.) What does "Survey" mean in the Mobile Lead Capture App? Only available on the mobile LR. Surveying turns a smartphone or tablet into a robust tool to handle questions with single choice, multiple choice or open text responses. The results can be tracked and accessed via a web-based portal and questions or responses can be added or updated on the fly, either from the device or from the web portal.
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