EngageTrax is a prospect data capture and CRM system. Capture AND qualify leads during tradeshows/events or conduct in-depth market research. Fully customizable events, questionnaires and email follow-up templates downloaded to your iPhone or iPod Touch from your secure web portal. One button export of leads and survey responses into an Excel spreadsheet for entry into your corporate lead management system.
Instantly and safely uploads data from device to secure SQL Server database.
Real time management of event details and survey questions.
Track results online and update survey questions ‘on the fly’.
Instant prospect follow-up via email (send ‘thank you’ emails with links to or attachments with special offers).
Single button export of reports into an Excel spreadsheet for further CRM and follow-up.
Manage hundreds of different events and results from you single online dashboard.
EngageTrax can benefit any type of business that currently depends on pen and paper to collect and submit data from their mobile workforce.
Ideal solution for…
Lead prospecting
Reporting
Market research
Attendee check in
Order entry and reporting
Customer service
Admissions
Recruiting