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Introduction to Lead Retrieval
Introduction to Lead Retrieval

An overview of what lead retrieval is and its benefits

Anthony Miller avatar
Written by Anthony Miller
Updated over a week ago

Are you ready to turn every booth at your event into a lead generator? Webex Events Lead Retrieval is the most seamless way for your sponsors and exhibitors to capture leads with enriched data and qualify them, export to their Customer Relationship Management (CRM) software, and prove return on investment — all by scanning attendees' QR codes.

What's "lead retrieval"?

Lead retrieval is the process of capturing attendee information at conferences, trade shows, and other live events. Sponsors and exhibitors then follow up with attendees as sales leads. Watch our video about how Lead Retrieval works for a quick overview, or keep reading.

The Lead Retrieval App download page.

5 key benefits of Lead Retrieval by Webex Events

1. Scan attendee QR codes

Use a phone or tablet to quickly scan leads without renting any hardware! The powerful Lead Retrieval App is iOS and Android compatible and can scan the QR code on an attendee’s printed or digital badge. Details such as picture, name, title, company, and social media handles instantly populate on the lead’s profile.

Scanning a QR code and a Lead Profile on the Lead Retrieval App.

💡 Keep in mind, exhibitors can't search the entire list of attendees at your event. They can only access attendee data for leads they've scanned.

2. Qualify and rate leads

Booth teams can’t deliver quality interaction if they’re more focused on manually entering attendee information than on authentically engaging with them. That’s why after scanning a badge, the Lead Retrieval App flows right into quality scoring. Rate the lead up to five stars and pick a status — hot, warm, or cold — in two taps.

Rating and qualifying leads on the Lead Retrieval App.

3. Collaborate in-app

After each interaction, scanners leave notes on the attendee’s Lead Profile for other team members to access and add to. Instead of having disjointed conversations (or not communicating at all), staff pick up where their teammates left off and nurture leads right away.

The Notes collaboration tool on the Lead Retrieval App.

4. Review real-time metrics

Review activity in real-time on a lead management dashboard. This dashboard summarizes key metrics, such as total scans and average lead quality, for faster decision-making. This also creates transparency — organizers have access to the same data as their sponsors and exhibitors. Moreover, the dashboard empowers booth staff to self-manage. A team lead can track each scanner’s performance and make adjustments as needed.

A Lead management dashboard on the Lead Retrieval App.

5. Export leads to CRM

Instantly export leads to a CRM-friendly spreadsheet to show ROI and set up sales and marketing teams to contact leads when they’re warm. If an executive not in attendance wants to know the status, event teams can quickly provide that visibility, either through exporting their leads or sharing the dashboard.

The Lead Retrieval app's Export Leads and Metrics modal.

Two business days after the event at 1pm in the event’s timezone (or 1pm EST if no timezone was set), sponsors and exhibitors using Lead Retrieval also get an email with a link to download a CSV of the leads they collected. The email includes a link to the Metrics page that they can share with their team.

💡 Keep in mind, exhibitors can access their metrics and leads indefinitely.

Interested in learning more about Lead Retrieval? Read our other Lead Retrieval articles!

Questions? Chat Us or Email support@socio.events

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