CUSTOMER SUCCESS WEBINAR DECEMBER 6TH, 2013

With Mike Davitt, Customer Success Specialist

TRADE SHOW FOLLOW-UP BEST PRACTICES

THE PARTICIPANT LIFECYCLE

1 • Participant enters trade show booth.

2 • Participant talks to rep or engages with content library.

3 • Participant selects desired content.

4 • Participant enters basic information and receives email

with selected content.

5 • Rep monitors participant activity after the show.

BEFORE THE SHOW

TRAIN YOUR BOOTH STAFF •  Familiarize staff with available Content.

•  Demonstrate how to enter a Participant.

•  Run through the Participant lifecycle. •  Describe different Applications and their locations.

•  Enforce the use of Leading Reach.

•  Give specific goals for Participants entered.

BEST WAYS TO FOLLOW UP

PERFORMANCE MONITORING

CRM INTEGRATION

SCHEDULED REPORTS

+ SALESFORCE

HOW IT WORKS

HOW IT LOOKS IN

SALESFORCE

SCHEDULED REPORTS

NEW PARTICIPANT REPORT

CONTENT PERFORMANCE REPORT

Simple report that alerts users to all new participants over a given time period

UPCOMING CAMPAIGNS REPORT

CAMPAIGN SUMMARY REPORT A wrap-up report on your recent event’s activity best employed immediately following an event or in the following weeks.

Want to know how your new marketing materials and digital collateral faired at your last event? This report is for you!

Your complete upcoming campaigns overview alert—great for keeping track of multiple events during a busy trade show season

REPORT SETTING OPTIONS

PERFORMACE MONITORING

PARTICPANT MONITORING

•  See participant record info and updates

•  Total downloads •  Total requests •  Last campaign •  Last application •  Desire to be

contacted

CONTENT MONITORING

•  Title of content •  Type of content

(URL, PDF, video, etc.)

•  Number of applications in

•  Total downloads •  Total requests •  Total views •  Content link or URL

ACTIVITY MONITORING

•  Content requests •  Content downloads •  Device IP address •  Content views •  New participants •  Campaign •  Application •  Content item •  Content URL

OTHER FOLLOW UP TIPS

CONTENT

Figure out which piece content is working best and getting the most

views

Determine if certain content types are more

popular than others and which ones your prospects enjoy the

most

APPLICATIONS

Utilize the different application types:

games, surveys, simple lead collection forms,

etc.

Use the applications that are the most

successful

SCREENSAVERS

Try out different screensavers at each station to see which

ones generate the most interaction

Sparksight can help if you need awesome

screensavers designed for you