Before the show Account planning
Walk in knowing who to meet.
See how well each account at the trade show fits your ICP, who owns it, where it stands in your CRM, and how you’ll reach it. Then FieldXM flags the accounts your reps aren’t working, while you can still book the meeting.
See which accounts are new, in a deal, or off limits
Your reps stop guessing which accounts are in a deal. FieldXM labels each one Net-new, Existing, Working, Selling, Re-engage, or Exclude from your CRM fields, and puts anything it can’t place into Review.
Show your reps why each account ranks where it does
Set your team’s weights for industry, size, revenue, tech, and geography. FieldXM shows your reps what went into each score and why an account is targeted.
“They didn't have strong confidence in the target account list… it took them weeks… then everybody already has plans for that night.”
Know who owns each account at the trade show
Your CRM sets each account’s owner. Reassign one for the show, and FieldXM marks the override. Reset it to the CRM owner in one click.
Reach the accounts your reps aren’t working
Ask FieldXM to draft the outreach. Approve it once and check each recipient. FieldXM enrolls only those contacts in your HubSpot sequences or Salesforce cadences.