Revolutionizing Event Lead Capture with Mobilo - Salesforce Native Integration

Introduction

Our client, a forward-thinking organization committed to leveraging technology for better customer engagement, wanted to modernize the way they captured and managed leads during marketing events. The traditional approach of exchanging paper business cards and manually entering details into Salesforce was slow, error-prone, and failed to reflect their innovative brand image.

By implementing a Mobilo smart digital business card solution with native Salesforce integration, we eliminated manual entry, reduced data loss, and enabled instant lead creation directly in Salesforce. Now, leads captured at events flow seamlessly into automated follow-up cadences, allowing the client to engage prospects faster, differentiate from competitors, and position themselves as a tech-savvy market leader.

The Challenge (Problem)

Our client wanted to modernize the way they collect and manage leads during marketing events. Their challenges included,

• The traditional process of exchanging business cards and asking prospects to manually enter details on the website felt outdated.

• They needed a way for leads to be created directly in Salesforce as soon as they collected data from potential prospects.

• They wanted the collected lead data to feed into their cadence processes for accurate categorization and timely follow-up.

The goal was to showcase their tech-savvy approach at events while improving operational efficiency.

The Approach (Solution)

AWT proposed and implemented an innovative lead capture solution using Mobilo smart digital business cards integrated with Salesforce.

• Technology Evaluation:

After R&D, Mobilo was chosen for its NFC technology, QR code features, and native Salesforce integration, which provided richer data than a custom API integration.

• Mobilo Functionality:

Prospects tap the client’s Mobilo card with their phone or scan its QR code, instantly opening a short form to capture minimal(customisable based on the nature of the business) but essential details.

• Real-Time Salesforce Integration:

Once the form is submitted, the data is sent directly to Salesforce, automatically creating a Lead record with all relevant details.

• Follow-up Automation:

The leads enter predefined cadence processes for timely categorization, follow-up, and eventual conversion to customers.

The Outcome (Results)

• Enhanced Brand Perception:

Positions our client as an innovative, technology-driven company, building trust with prospects

• Competitive Advantage:

Differentiates them from competitors still using traditional, manual methods.

• Faster Prospect Engagement:

Automatic lead creation reduces internal processing time, enabling quicker follow-ups.

• Elimination of Data Loss:

Ensures every captured lead is logged in Salesforce, avoiding missed opportunities caused by misplaced business cards or manual errors.