Universal lead capture

Universal lead capture is lead capture that works the same way at every event a company attends, from any badge, business card, or conversation, using the company’s own app at every show.

Each show sells its own lead retrieval app or scanner, so a team that runs many events learns a new tool every month and gets its leads back in a different file each time. Universal lead capture gives your reps one way to capture, and gives you one format for every lead.

What does it cover?

• Any badge, whether it carries a barcode, a QR code, or only printed text.
• Business cards, for the dinner or the hallway where nobody wears a badge.
• The conversation itself: what the buyer needs, in their words.
• Your own qualification questions, the same at every show.

Why does it matter for your follow-up?

When every lead arrives in the same shape, your follow-up owner can work them the same way, whatever event they came from. Your reports compare shows on equal terms, and your CRM gets one clean record per person.

It also changes what the show’s own lead retrieval is for. Buy it when a show’s badge data adds something, and your reps still capture everything in one place.

Where do you find it in FieldXM?

FieldXM’s universal lead capture runs in the FieldXM mobile app. Your reps scan any badge or business card, and the app writes the notes from the conversation and fills in your qualification questions. Bought lead retrieval from the organizer? Add the show’s key, and each scan brings in the organizer’s record too.