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News, product updates and opinions from the Swopi team. For how-to guides, go to the knowledge hub.

Lead capture

How do you run lead capture the same way at multiple trade shows?

Lead capture for multiple trade shows: each show has its own scanner and app. Keep one process, one set of fields and one way into your CRM.

Lead capture

What should you do with badge photos after a trade show?

What to do with badge photos after a trade show: turn them into CRM leads fast, copy the text with your phone, add the event name, delete the photos.

AI news

Dynamics 365 Sales MCP Server: what it means for sales and event teams

Microsoft made the Dynamics 365 Sales MCP Server generally available. What it means for working trade show leads in Dynamics 365 with an AI assistant.

Lead capture

How do I see existing CRM history when I scan a badge?

How to see CRM history when scanning a badge at a trade show: who owns the contact, open deals and last touch, before you start the booth talk.

Trade shows

Trade show checklist for exhibitors: before, during and after the show

A simple trade show checklist for exhibitors: what to do months before, the week before, on show days and after the show, so no lead gets lost.

Networking

LinkedIn QR code: how to find it, share it and scan it at events

Where to find your LinkedIn QR code in the app, how to scan someone else's code at a trade show, and how to turn a scan into a real lead.

Booth tips

Trade show booth conversation starters: what to say to visitors

What to say at a trade show booth: 15 conversation starters, questions to avoid, and how to move from hello to a qualified lead.

Event ROI

Trade show report template: what to put in your post-show report

A simple trade show report template: the 8 sections of a post-show report, which numbers to show, when to update it, and a structure you can copy.

AI news

Salesloft Agentic Playbook: what it means for sales and event teams

Salesloft announced Agentic Playbook, a meeting agent and AI analytics in early access. What it means for follow-up after a trade show or conference.

Lead capture

Trade show lead scoring: how to rate leads at the booth

A simple trade show lead scoring system: a points sheet for booth staff, clear hot, warm and cold rules, and how to map the score to your CRM.

Digital business cards

How does an NFC business card work? What is on the chip

How an NFC business card works, what to store on the chip (a link or a vCard), why iPhone and Android read it differently, and how to make it work on metal.

Dynamics 365

How to import trade show leads into Dynamics 365 (step by step)

Import trade show leads into Dynamics 365 Sales from Excel or CSV: required columns, Lead Source, duplicates, failed rows and how to undo an import.

Zoho CRM

How to import trade show leads into Zoho CRM (step by step)

Import trade show leads into Zoho CRM from a spreadsheet: file limits, required fields, duplicates, a campaign for the event, and how to undo an import.

AI news

HubSpot AI credit limits: what they mean for sales and event teams

HubSpot added AI spend caps, credit limits per feature and seat-to-credit swaps. What it means for the cost of AI follow-up after a trade show.

Pipedrive

How to import trade show leads into Pipedrive (step by step)

Import trade show leads into Pipedrive from a spreadsheet: file rules, field mapping, the Leads Inbox, duplicates, an event field and how to undo an import.

HubSpot

How to import trade show leads into HubSpot (step by step)

Import trade show leads into HubSpot without duplicates: file setup, an event property, owners, a segment per show, marketing status and legal basis.

Salesforce

How to track trade show leads in Salesforce with campaigns

Set up a Salesforce campaign for each trade show: member statuses, adding leads and campaign influence, so you see what every event brought in.

Product news

Swopi now works in Claude and ChatGPT

Connect Swopi to Claude or ChatGPT and ask about your event leads: who to call first, what each event returned and which leads have no follow-up.

AI news

Microsoft Sales Development Agent: what it means for sales and event teams

Microsoft's Sales Development Agent researches prospects, writes outreach and hands warm leads to sellers. What it means after a trade show.

Event marketing

Trade show invitation email: 5 templates to book booth meetings

How to invite customers and prospects to your trade show booth: when to send, what to write, 5 email templates and the email rules for the EU, UK and US.

Digital business cards

What is a digital business card and how does it work?

A digital business card is your contact page on a link. How sharing by QR code, NFC and wallet works, what it costs you, and how to turn it into leads.

Lead capture

How to capture leads at a conference without a booth

No booth? You can still get leads at a conference. How to meet people, save each contact in seconds and follow up, without breaking show rules.

Booth planning

Trade show booth staffing: how many people, shifts and roles

How many people should staff a trade show booth? A simple rule for team size, shift plans, booth roles and how every person captures leads.

GDPR and lead data

GDPR for trade show leads: a simple guide for exhibitors

How to collect, store and follow up trade show leads under GDPR. Lawful basis, what to tell people, how long to keep data, and a simple checklist.

Company news

Swopi has one home now: swopi.co

Our shops, our product pages and our guides now live on one website, swopi.co. Here is what moved, what stays the same and what is new.

From the knowledge hub

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