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Lead Retrieval in a Socially Distanced World

Add value back to your in-person event with these fool-proof contactless lead retrieval solutions.

With live events waning, we all miss the rush of going out onto the exhibit floor and networking with our peers, exchanging ideas, and making connections. Now, for the safety and security of our colleagues and the industry, the less contact the better. An easy way to keep in touch with a newly made contact used to be to collect their business card or approach attendees to scan their badge. With safety concerns and the guidelines put out by the CDC, alternatives are starting to be utilized more heavily.

Lead retrieval has been used for decades to help exhibitors convert leads into sales fast. When you use lead retrieval to capture prospective clients at a live show, the real-time data transfer allows your staff to actively monitor those leads almost immediately. From initial scan to the first personalized marketing email could take as little as one hour. No wonder the industry is demanding ways to keep lead retrieval going strong onsite.

So how do you use the system while still ensuring the health of everyone involved? Take a look below to read some easy tips on how to make lead retrieval work for your booth and employ the best practices to keep your staff and attendees safe.

Say goodbye to handheld:

When you put your arm out straight with your lead retrieval unit to scan an attendee’s badge, chances are that you are not 6’ apart. This is why we recommend investing in remote stands so that your attendees can safely scan their badge without person-to-person contact. Either tabletop or floor stands will get the job done, as long as you set these stations away from high-traffic areas in your booth. You may wonder if there is a loss of convenience asking your attendee to go to the device rather than bring the device to them. In plain words, absolutely not! This shows your company cares about your clients’ health, creating a great talking point as you lead them to your lead retrieval station. A few additional benefits of using a stand over handheld is that your device will remain securely connected to your booth and will be able to receive a constant charge. No downsides here!

Assess the UI options:

To ensure your lead retrieval stand set up works for your booth, take time to research the lead retrieval platform you will be using. These settings may affect how you choose to place your lead retrieval station. For example, does the lead retrieval platform have an auto-scan feature? Meaning, can the attendee scan their badge without touching the device? The auto-scan feature allows touchless scanning and reduces the likelihood of the spread of germs. Having to touch the device in order to scan will require active observation so that you can provide regular cleaning. Other examples to consider include the ability to activate the front-facing vs. back-facing camera, ability to rotate the screen vertically vs. horizontally, and whether you need to check on the device to ensure the leads are being passed through using cellular vs. Wi-Fi connection. Ensure all these factors are considered prior to determining the lead retrieval set up in your booth.

In addition to lead retrieval, these considerations would also benefit the organizer with access control and attendance tracking. Replacing your staff member’s post at the door using a handheld scanner with a scanner in a floor stand will create distance between your staff member and the attendee, only calling for your staff member to approach the attendees if the attendee or scanner is in need of assistance.

It’s the care that we, in the industry, choose to put into the little things that will put the meetings and events industry back on its feet. By investing time and money into maintaining a safe atmosphere for onsite events, we’re helping to reduce the spread of the virus, eradicate the concern of our attendees, and ultimately bring back the excitement and fervor of attending live events once again.