👑 Dashboard Queen Case Study
Event Lead Capture
A Salesforce-native event lead capture solution that replaced expensive badge scanners with a simple tablet-based process connected directly to Salesforce.
Project Story
Sometimes the best solution isn't the most expensive one.
The client attended multiple conferences each year and wanted a more affordable alternative to traditional event badge scanners.
Instead of investing in additional hardware, I designed a Salesforce-native lead capture process using a tablet and a simple form connected directly to Salesforce.
STAR Case Study
Turning event conversations into Salesforce leads in real time.
Situation
The client attended trade shows and industry events but relied on costly badge scanners and manual lead imports after each event.
Task
Create a simpler and more cost-effective process that would capture leads directly in Salesforce while improving visibility and data quality.
Action
Built a tablet-based Salesforce form that allowed reps to capture contact information, notes, product interest, and follow-up details during booth conversations.
Result
Leads became instantly available in Salesforce, eliminating manual imports and giving leadership immediate visibility into event-generated pipeline.
Business Impact
Real-Time Event Pipeline Visibility
Event leads were no longer trapped in spreadsheets or waiting for post-event uploads. Salesforce became the single source of truth from the moment the conversation happened.
The solution improved lead quality, accelerated follow-up, reduced administrative work, lowered event technology costs, and provided immediate visibility into event-generated pipeline and ROI.
Salesforce Process Design
Need a smarter way to capture event leads?
I help organizations design practical Salesforce solutions that improve data quality, user adoption, reporting, and revenue visibility.