Accelerating Lead Capture at Events with CONCLO Scanner
200% Boost in Lead Collection Speed and 100% Elimination of Manual Data Entry for a High-Performing Sales Team
Highlights
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200% Faster Lead Collection
With CONCLO Scanner, the sales team doubled their lead collection rate during client visits and trade shows. Instant scanning of cards and QR codes allowed them to capture and store leads in Salesforce within seconds—eliminating delays caused by manual entry.
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98% Elimination of Manual Data Entry
The WordPoint Selection feature eliminated the need to type contact details manually. Team members now review and apply extracted data directly to Salesforce Lead fields, improving both speed and accuracy.
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100% Lead Capture Accuracy
Using AI-powered text recognition, the scanner extracted critical data with high precision, ensuring zero missed or misentered contacts. No more lost cards or follow-up errors due to unreadable handwriting or misplaced notes.
Client Profile
Our client is a well-known south Indian marketing company actively participates in trade shows, attends regular client meetings and on-site visits, promotes its services, and gathers valuable lead information from these events to drive business growth.
Business Challenges
In the Marketing sector, the client faced critical challenges:
- Lead Loss & Delay:: Business cards were often misplaced or entered into Salesforce days after events, resulting in cold leads or missed opportunities.
- Manual Entry Errors: Typing lead data was time-consuming and prone to formatting and spelling mistakes.
- No Standardized Capture Method: The team used multiple apps and manual tools that were not integrated with Salesforce.
- Field Limitations: Sales reps needed a fast, mobile-friendly way to capture and store data directly from the field.
CONCLO Technologies Solution
CONCLO Technologies took leadership and offered an all-inclusive remedy:
- AI-Driven Business Card & QR Code Scanning: Enabled users to capture lead data instantly using a mobile camera—fully integrated with Salesforce.
- WordPoint Smart Editing: Allowed users to select and refine extracted data with precision, reducing errors and enhancing accuracy.
- Mobile-Optimized: Delivered a responsive, touch-friendly experience for quick data collection on the go.
- Real-Time Salesforce Integration: Eliminated the need for third-party apps or manual syncing by instantly storing leads in Salesforce.
Tech-stacks Used
Sales Cloud, Salesforce Platform, Einstein OCR.
Business Outcomes
The following significant benefits came from this partnership:
- Increased Lead Capture Speed: The team doubled the number of leads captured at every event by eliminating manual steps and scanning directly into Salesforce—resulting in a 200% boost in lead collection efficiency.
- Eliminated Manual Entry Workload: Scanning and WordPoint editing replaced manual typing entirely, reducing data entry errors and freeing up valuable time—achieving a 100% reduction in manual entry.
- Improved Lead Data Accuracy: With Einstein OCR and smart editing, every scanned lead was accurate, complete, and Salesforce-ready—leading to 100% accuracy in captured data.
- Significant Time Savings: By automating lead data collection, the team saved over 100 hours per month, allowing sales reps to focus more on follow-ups, demos, and building relationships.
