How FieldXM works

Run each trade show from plan to pipeline.

Plan the accounts, capture what buyers say at the booth, make sure your reps follow up, and see each trade show’s pipeline in HubSpot or Salesforce.

For B2B teams that exhibit 10+ events a year.Travis Tidball, FieldXM’s founder, ran 300+ events as a CMO.

Before the show

Walk into every trade show knowing who matters.

Find your shows, run the logistics, enrich your lists, and build your account plans before the doors open.

Plan the accounts, then reach them

See each account’s ICP fit, why it ranks there, and who owns it. Give each target an owner, and let FieldXM draft the outreach for you to approve.

Go deeperAccount planning

Find and track your shows

Find shows likely to draw buyers who fit your ICP with FieldXM’s AI event finder, and automatically track them.

Run the logistics in one place

Keep flights, hotels, shipping, and booth shifts on the event in FieldXM’s event logistics.

Clean and enrich your lists

FieldXM’s built-in enrichment waterfall draws on many of the best providers to fill the gaps in your attendee lists.

On the floor

Bring every conversation home.

Your reps keep talking while the FieldXM mobile app takes the notes, even with no cell signal.

Real-world conversation notes

FieldXM captures the whole conversation and turns it into notes: their pain, their plans, and the next step. Your rep checks the notes and saves.

Go deeperUniversal lead capture

65–95%of what buyers tell your reps at the booth never reaches your CRMThe range comes from event and marketing leaders’ estimates for their own teams.

Scan any badge, route every lead

FieldXM’s OCR reads any badge or card, routes the lead by your rules, and alerts the owner.

Book it straight into your CRM

Book the meeting at the booth, and FieldXM puts it on the buyer’s record, tied to the show.

“You just have to hope and pray that the people who are at the booth recognize that’s a VIP situation. Not ideal.”
Director of events, enterprise software company running about 200 events a year

After the show

Follow up fast. See what each trade show produced.

FieldXM adds each lead to the right sequence or email campaign in your sales tools. Then you see which reps followed up, lead by lead.

Account for every lead

See your team’s conversations from the floor in one list, each with its notes, its rep, its deadline, and where it stands in your CRM.

Go deeperFollow-up

Let the exceptions come to you

Skip the custom report. FieldXM’s exception reports show you only the leads and accounts that slipped.

Prove the number

See each show’s ROI, meetings, and sourced and influenced pipeline, and which reps followed up.

“After the fact I am trying to chase my team down.”
Event marketing manager, software company running about 75 events a year

Your AI

Ask FieldXM, or ask your own AI.

In the app: Ask FieldXM

Ask FieldXM which hot leads are past their deadline, and get answers from your records.

In your own AI: FieldXM MCP

Ask Claude or ChatGPT through FieldXM MCP. FieldXM acts only as far as your team allows.

Your CRM

See every trade show in your CRM.

FieldXM natively syncs your accounts, owners, and lists with your CRM. Your reps book booth meetings straight into it. FieldXM puts each lead on the right record with its conversation.

HubSpot
Salesforce

Go deeperYour CRM

Why FieldXM exists

“I have built booths at six in the morning, watched scanners die in the opening rush, and flown home with the most important conversation of the quarter living only in my own memory.”
Travis Tidball, FieldXM’s founder and a former CMO

Read the thesis

Book a demo for your next event.