On the floor Lead routing
Know the moment your key accounts stop by.
When a rep captures someone from an account you own, the FieldXM mobile app tells you in real time, right on your lock screen. Get to your VIP prospects, at-risk customers, and key partners while they’re still at your trade show booth.
Reach your VIPs while they’re at the booth
Your account owner gets the alert when a VIP prospect walks up unannounced, so they can come over before the buyer moves on.
“You just have to hope and pray that the people who are at the booth recognize that’s a VIP situation. Not ideal.”
Look after customers and partners
When an at-risk customer or a key partner stops by, their owner hears who came and which teammate they talked to. Your team gets to talk while they’re in front of you.
Route new leads by your rules
Set the order once. FieldXM sends each lead to the account’s owner in HubSpot or Salesforce, or in your plan for the show. For accounts with no owner, it follows your territory rule, then round robin.