The problem
Pre-trade-show prep required manually researching every attendee, cross-referencing them against Salesforce CRM accounts, and building outreach lists by hand. The process took up to a week, relied on an expensive external vendor, and produced lists with no institutional customer context baked in.
What we built
- Ingests the trade show attendee list.
- Cross-references each attendee against Salesforce CRM data.
- Generates prioritized sales intelligence per attendee — account history, relationship context, and suggested talking points.
Results
- Eliminated the 7-day turnaround.
- Removed 100% of the external vendor cost.
- The process now runs in minutes, with more consistent and relevant output than the manual version.
Want results like these?
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