Akita worked with a forward-thinking security company to streamline their lead capture process at trade shows with a branded Power Apps solution.
Akita worked with a forward-thinking security company to streamline their lead capture process at trade shows with a branded Power Apps solution.
The company attends many shows each year, at which the event organisers typically request the use of their proprietary software. This software is often expensive and slow to deliver data post-event, whilst also posing challenges in transferring information to external CRM systems.
The security company wanted a solution to automate lead capture, seamlessly integrating data with Dynamics 365 Sales to manage and nurture leads within Dynamics 365 Marketing.
Equally as important was the ability to attribute leads to specific events. This would provide sales representatives with useful insights to enable intelligent conversations (eg. tailoring conversations based on messaging or promotions at specific events). And also deliver more focused ROI information for marketing that would help assess the relative success of each event.
The Solution: Lead Capture Power App
Akita's Power Apps experts worked closely with the company to craft a customised Power Apps solution that simplified the lead capture processes and could be used easily across a range of mobile devices.
The lead capture Power App solution features:
Effortless Integration: The Power Apps solution seamlessly feeds data into Dynamics 365 Sales in real-time, reducing manual entry errors.
Event Attribution: Sales representatives gain the flexibility to designate the event as the lead source, streamlining lead tracking and reporting.
Swift Data Entry: Designed as a two-page Power Apps solution (one completed by the lead, one by the sales representative). The predefined fields in the app ensure quick and complete data entry.
Fully branded: The lead capture Power Apps solution is aligned with the company’s brand, providing a more joined-up and professional experience for users.
Results
The adoption of the lead capture Power Apps tool has revolutionised the lead capture process at events for the organisation.
It’s introduced significant time savings on data entry, enabling sales representatives to concentrate on engaging with leads as soon as an event has ended. Data accuracy is also assured, resulting in more effective follow-up strategies.
The company's leadership now gain invaluable insights into individual trade show performance, empowering more strategic marketing decision-making.
Akita is an experienced developer of Microsoft Power Apps solutions. Find out more about our services:
