Lead capture and CRM — page 5
Business cards, scanners, contact sync and getting event conversations into your CRM.
100 stories in this topic
Business Card Scanner: How to Scan, Organize, and Follow Up on Contacts
A practical guide to business card scanners: how OCR turns cards into contact data, which features matter, how to compare scanning options, protect contact information, and build a useful follow-up workflow after meetings and events.
How to Organize an After-Work Networking Event
Learn how to organize an after-work networking event that people actually want to attend. This practical guide covers goals, format, venue, registration, invitations, check-in, networking design, follow-up, and measurement—plus ways to help attendees meet the right people instead of simply collecting more contacts.
How to Invite Speakers to Your Event: A Practical Guide for Organizers
Learn how to invite speakers to your event with a practical process for finding the right people, writing personalized outreach, handling follow-ups, confirming logistics, and creating a strong speaker and attendee experience from first contact through post-event networking.
Who Should You Meet at an Event? A Strategic Guide to High-ROI Event Networking
Learn how to identify, target, and connect with the right people at any professional event. Stop wasting time collecting random business cards and discover a data-driven strategy to maximize your networking ROI.