Customers
The industry’s only Customer Database that’s actionable in planning your event engagements and capturing leads on-site.
Build genuine relationships with new and existing customers.
Virtual or in-person conferences, congresses, and trade shows are golden opportunities to build genuine relationships with existing customers and new leads. Nearly every sales organization has a customer database in one form or another, but these typically do not allow for actionable appointment scheduling or the ability to capture leads onsite. We built Customers to make any size company more efficient in identifying and engaging with customers at events, which leads to actionable follow-up by the organization.
Connect with existing customers and purposefully target new ones with detailed customer profiles and engagement history.
Cadence’s intelligent importing and customer matching simplifies an otherwise pesky process.
Creating Customers with Ease
Create a new customer profile in seconds from your computer or phone.
Integrating your CRM
Don’t start from scratch! Keep all your precious customer information in one place.
Leads Captured On-Site
Aim. Point. Capture! Scan a new customer’s QR code to automatically create a new customer profile.
Everything you want to know about your customers in one place.
Contact Info & Biography
View up-to-date customer biography & contact information.
Custom Fields
Display only the most important information in your customers’ profiles.
Engagement History
View all previous and upcoming engagements your organization has had with a customer.
Stay up-to-date on which customers will be where.
Customer Lists
Easily create lists of customers based on specific business priorities, such as advisory boards, clinical studies and investigators.
Refining the List
Effortlessly refine the list of customers by customer type, region, country, last engagement date, and other custom fields.
Attending / Not Attending
Automatically compile accurate attendee lists by being notified which of your customers are attending the upcoming congress.
Additional Features
Tailor Customers to your organization’s needs and workflow.
Import Customers
Import your customer list from excel directly into Cadence.
Export Customers
Export customer lists from Cadence directly to excel.
Point of Contacts (Internally)
See the point of contact in your organization for each customer.
Follow Customers
Follow Customers to be notified of upcoming engagements and interactions at events.
Copy Customer Profile Link
Direct links to share to colleagues for visibility.
Custom Fields
Add any custom field to customer profiles to make them relevant to your business.
Product Interests
Make your follow-up more relevant by seeing which product your leads were interested in.
Information Requests
Record any specific requests for information during or after the conversation.
Notes
Brush up on key details by reviewing previous notes, or capture new insights right then and there.
Integrations
Both out-of-the-box and custom integrations are available. Contact us for more information about integrations.
Salesforce
With 2-way data sync, Cadence can automatically pull customer data including customer info and engagement history and push your engagements from events to Salesforce.
“Since we’re a fashion company with a strong visual identity, the clean graphics-forward design was an incredibly important factor.
”
“I loved the way you can customize everything. Everything could be specifically geared for our audience.
”
“At my last company, there was no transparency around interactions at congresses. Now, with Cadence, our teams aren’t siloed and can collaborate on maximizing visibility and conversations at these key events.
”
Your Success is Our Success
Our customer success team works with you every step of the way, from guiding you through the planning process to delivering an exceptional event experience.
Schedule a free consultation with us, so we can learn more about your needs and how our team can best support you & your event.
