On the floor Universal lead capture
Get what buyers say into your CRM.
Your reps keep talking while the FieldXM mobile app writes the notes and fills in your own qualification questions. They scan any badge at any trade show. Once they save a lead, FieldXM fills in the gaps from a waterfall of many enrichment providers and its own algorithm.
Your reps use it on their phones.
Watch the notes write themselves
Your rep keeps their eyes on the buyer while the FieldXM mobile app fills in the lead. When the conversation ends, it writes the notes: the pain, the plans, and the next step.
Say the rest in a voice note
After the buyer walks off, your rep taps the lead and says the rest out loud. FieldXM adds the voice note to the lead record as text. Your reps stop hunching over a phone or laptop at the booth.
Capture your own qualification criteria
Set the questions your team qualifies on, down to the one only your sales team asks. Tell FieldXM what counts as an answer, and when a buyer mentions it, it lands in the notes and in its own field in your CRM.
Scan any badge at any trade show
Point the FieldXM mobile app at any badge or business card, and OCR reads it exactly as printed. Stop renting a lead scanner for each show and paying tens of thousands a year for them.
Enrich each lead through a waterfall of many providers
Your team gets the email and phone a badge leaves out. When your rep saves a lead, FieldXM runs it through a waterfall of the best enrichment providers and its own proprietary algorithm.
Add the trade show’s own badge data
Bought lead retrieval from the organizer? Add the show’s key to FieldXM, and each badge your reps scan brings in the organizer’s record on top of FieldXM’s enrichment.
Record with consent, and keep no audio
Your rep discloses and gets consent before every recording, in the FieldXM mobile app. FieldXM deletes the audio as soon as it writes the notes, and your admins decide whether your reps record at all.
Tell owners when their accounts stop by
When a rep captures someone from a target account, FieldXM tells the account’s owner right away in the mobile app.