Part 4: Real-time tools to make every handshake count

Published on May 2025

Chapter 4 - contents

Part 4: Real-time tools to make every handshake count

The event networking playbook_ A data-driven strategy to turn handshakes into sales - momencio lead capture

🤖 You can’t afford to wait until “after the event”

When you’re dealing with high volumes of booth traffic, dozens of conversations, and a sea of name badges, manual note-taking is a liability—not a strategy. The moment a conversation ends, the memory starts fading.

So here’s the new rule: “If you don’t log it in the moment, it didn’t happen.”

Real-time tools don’t just save time—they create sales.

🧰 Your essential event networking tech stack

Whether you’re managing a 10×10 booth or leading an enterprise pavilion, here’s the minimum viable tech stack your event networking strategy needs:

Category Tool/feature Must-have functions
Lead Capture Badge scanner / business card scanner Real-time enrichment, CRM sync
CRM/Engagement Platform Integrated with sales and marketing tools Real-time sync, tagging, lead scoring
Follow-Up Automation Triggered email flows / microsite delivery Personalized content, drip scheduling
In-Event Notes + Tagging Context logging in real time Mobile or tablet input, tagging tiers/interests
Digital Asset Management On-demand content distribution Collateral sharing, tracking asset views
Analytics Dashboard Unified real-time visibility Heatmaps, booth traffic, rep performance

 

🌟 Why momencio outperforms most event tools

Let’s be real: most lead retrieval tools do one thing—scan badges. And then leave you with a spreadsheet of names and companies.

Here’s how momencio flips the script and becomes your event engagement engine:

Feature What it does Why it matters
🎯 Real-Time Lead Scoring Auto-prioritizes hot leads during the event Focus on the 20% of leads that drive 80% of value
✍️ Conversation Context Reps log key takeaways + questions in real time No more forgotten details or “what did we talk about?” moments
📩 Personalized Microsites Sends post-event follow-ups with relevant content Each lead feels like your only lead
⚡ CRM & MA Integration Syncs instantly with HubSpot, Salesforce, Marketo Closes the loop with marketing + sales alignment
🗂️ Content Tracking Shows what content each lead engaged with Enables smarter follow-ups and content retargeting

“momencio was our cheat code. We knew who to follow up with before the event ended.”
— Senior Field Marketing Manager, FinTech SaaS

✅ How to use these tools live

On the event floor:

  • Your rep scans a badge → auto-populated profile appears
  • They add a quick note: “Struggles with booth ROI, wants case study”
  • Rep taps “Hot Lead” tag → lead is scored + added to Tier 1 segment
  • As the lead walks away, they receive a personalized microsite with relevant assets
  • Your CRM shows real-time engagement by the time your rep sits down at dinner

🚀 That’s not magic. That’s automation meets intelligence.

🧠 Pro tip: Integrate with your pre-show outreach

If you pre-scheduled meetings (see Section 1), use linked data to:

  • Pull in pre-event email opens
  • Match to booth scans
  • Route to high-priority SDRs for immediate follow-up

This gives you a 360° view of the lead journey—not just one moment in the booth.

🧩 Simplify setup. Scale faster.

Most teams avoid tools because they think: “It’ll take too long to set up…”

That’s a myth. Platforms like momencio deploy in <2 days, with:

  • Pre-loaded branded templates
  • CRM integrations out of the box
  • On-site support or remote onboarding

No IT team needed. No painful learning curve.

📌 Recap: Tools don’t just support the strategy—they are the strategy

Without the right stack, you’re:

  • Wasting time on manual entry
  • Guessing which leads matter
  • Missing real-time buying signals
  • Creating data chaos post-event

The best event teams are tech-powered. Period.

chapter 3

Part 3: After the event: Follow up like you actually mean it

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momencio - AI Lead Enrichment

Overview

The AI Lead Enrichment is a proprietary service of momencio designed to simplify and enhance the
process of capturing and enriching lead information at any type of event.

By using momencio’s mobile or tablet app, you can use the device’s camera to take a clear picture of any form of identification, including, but not limited to, name tags/event badges/business cards. Our AI-driven service leverages OCR technology to identify any information captured and map any relevant data to a contact record. The contact record is then fed to our Lead Enrichment service, which creates a more complete contact record. The process provides exhibitors with the most accurate and up-to-date contact details available.

The Reality of Event Data Collection

In the dynamic environment of event floors, achieving perfect data accuracy can sometimes be challenging. Both traditional lead capture methods using event APIs and AI Lead Enrichment strive for
high accuracy, but various factors can impact the data collected:

  • Personal Email Usage: Some attendees register with personal email addresses.
  • Name Misspellings: Minor errors can occur during registration.
  • Generic Email Addresses: Use of addresses like marketing@domain.com.
  • Broad Registration Categories: Attendees might register under general titles (e.g., Biomedical
    Student).
  • Complex Company Structures: Companies with multiple sub-companies can complicate data
    accuracy.

     

AI Lead Enrichment is specifically designed to manage these scenarios, continually learning and
adapting to improve its accuracy.

Advanced Services for Lead Enrichment

AI Lead Enrichment leverages a suite of advanced tools and services to ensure the highest quality data retrieval:

  • Machine Learning: Continuously improves the accuracy of lead data.
  • AI (Artificial Intelligence): Enhances basic information with additional details.
  • Data Enrichment: Adds valuable contact details to enhance lead profiles.
  • LinkedIn Services: Provides up-to-date professional profiles.

Our Commitment to Excellence

AI Lead Enrichment excels in providing accurate data, yet certain edge cases may present challenges. These include:

  • Private LinkedIn Profiles: Some professional details might be inaccessible.
  • Personal Email Addresses: When registrants use personal rather than business emails.
  • Small-Scale Businesses: Limited online presence can affect data richness.
  • Self-Employed Individuals: Lack of company affiliation might limit available data.
  • Event Staff Contacts: Scanned badges may occasionally belong to event staff.
  • Extensive Sub-Company Networks: Complexity in identifying the correct entity.
  • Security-Sensitive Industries: Industries like military or government may have restricted
    information.


Despite these potential challenges,
AI Lead Enrichment strives to provide the best possible data,
ensuring valuable insights for effective follow-ups.

How AI Lead Enrichment Enhances Your Event Strategy

  1. Data Capture: Seamlessly capture attendee information such as first name, last name, and
    company name.
  2. Data Enrichment: Utilize AI to enhance this basic information with additional details like
    business email and LinkedIn profile.
  3. Immediate Engagement: Send personalized follow-up emails and provide links to personalized
    microsites to maintain engagement.

     

momencio’s AI Lead Enrichment innovative technology ensures high data accuracy and enrichment, significantly improving your follow-up strategies and boosting overall event ROI.

By operating independently of event-specific APIs, ULC offers versatility across various events while enhancing your lead capture and engagement efforts.

Additional Information on Event APIs

Traditional event APIs play a crucial role in modern event management, facilitating tasks like attendee data collection and session tracking. However, there are common challenges associated with these APIs:

  • Data Delays: Delays in data delivery can affect timely decision-making.
  • Inconsistent Data Quality: Variability in data quality can undermine event analytics.
  • Misleading Event Data: Issues like duplicates can lead to inaccurate attendee estimates.
  • Limited Data Scope: Traditional APIs might miss crucial information that enhances attendee
    engagement and event ROI.

     

momencio’s AI Lead Enrichment overcomes these challenges by offering enriched data with high
accuracy, making it a versatile and cost-effective alternative to traditional event APIs.

How AI Lead Enrichment Works

  1. Data Capture: Captures attendee information, including first name, last name, and company
    name.
  2. Data Enrichment: Enhances basic information with additional details like business email and
    LinkedIn profile.
  3. Immediate Engagement: Sends personalized follow-up emails and links to personalized
    microsites for continued engagement.

By leveraging momencio’s AI Lead Enrichment, you can transform event interactions into meaningful business opportunities, ensuring every lead is accurately captured and effectively engaged

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