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Leading Reach presents Trade Show Follow-Up Best Practices. This slide show accompanies a Customer Success Webinar that was held for Leading Reach for Events clients in December 2013. Leading Reach is the top provider in trade show lead engagement software.
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CUSTOMER SUCCESS WEBINAR DECEMBER 6TH, 2013
With Mike Davitt, Customer Success Specialist
TRADE SHOW FOLLOW-UP BEST PRACTICES
THE PARTICIPANT LIFECYCLE
1 • Participant enters trade show booth.
2 • Participant talks to rep or engages with content library.
3 • Participant selects desired content.
4 • Participant enters basic information and receives email
with selected content.
5 • Rep monitors participant activity after the show.
BEFORE THE SHOW
TRAIN YOUR BOOTH STAFF • Familiarize staff with available Content.
• Demonstrate how to enter a Participant.
• Run through the Participant lifecycle. • Describe different Applications and their locations.
• Enforce the use of Leading Reach.
• Give specific goals for Participants entered.
BEST WAYS TO FOLLOW UP
PERFORMANCE MONITORING
CRM INTEGRATION
SCHEDULED REPORTS
+ SALESFORCE
HOW IT WORKS
HOW IT LOOKS IN
SALESFORCE
SCHEDULED REPORTS
NEW PARTICIPANT REPORT
CONTENT PERFORMANCE REPORT
Simple report that alerts users to all new participants over a given time period
UPCOMING CAMPAIGNS REPORT
CAMPAIGN SUMMARY REPORT A wrap-up report on your recent event’s activity best employed immediately following an event or in the following weeks.
Want to know how your new marketing materials and digital collateral faired at your last event? This report is for you!
Your complete upcoming campaigns overview alert—great for keeping track of multiple events during a busy trade show season
REPORT SETTING OPTIONS
PERFORMACE MONITORING
PARTICPANT MONITORING
• See participant record info and updates
• Total downloads • Total requests • Last campaign • Last application • Desire to be
contacted
CONTENT MONITORING
• Title of content • Type of content
(URL, PDF, video, etc.)
• Number of applications in
• Total downloads • Total requests • Total views • Content link or URL
ACTIVITY MONITORING
• Content requests • Content downloads • Device IP address • Content views • New participants • Campaign • Application • Content item • Content URL
OTHER FOLLOW UP TIPS
CONTENT
Figure out which piece content is working best and getting the most
views
Determine if certain content types are more
popular than others and which ones your prospects enjoy the
most
APPLICATIONS
Utilize the different application types:
games, surveys, simple lead collection forms,
etc.
Use the applications that are the most
successful
SCREENSAVERS
Try out different screensavers at each station to see which
ones generate the most interaction
Sparksight can help if you need awesome
screensavers designed for you