GenLead Adds Dashboard Functionality

Jinbei Inc. (Headquarters: Yokohama, Kanagawa Prefecture, Representative Director: Eisuke Ueda) announces the addition of a dashboard function to "GenLead," its business card scanning and lead management service specialized for exhibitions. This new feature allows for multifaceted visualization of acquired lead status. Additionally, a function to automatically notify progress to Slack every hour will be provided.

Inquiries here

▼ Background and Challenges

While exhibitions are a valuable source of leads for many companies, challenges have included "digitizing business cards and survey responses but then struggling with personalized follow-up" and "difficulty grasping the overall lead acquisition status, making it hard to prioritize next actions."

Especially for companies exhibiting frequently, exhibitions are the most crucial marketing channel leading to orders, thus requiring operational management that not only "streamlines" but also "achieves results."

To achieve this, it is essential to conduct PDCA during the exhibition period, not just review after it ends, by understanding the situation "at this very moment" and making course corrections.

However, traditionally, it was necessary to open a PC behind the booth each time to check data such as the number of leads acquired and conversions. Combined with the unstable network environment within the venue, there were voices expressing difficulty in grasping the real-time situation.

▼ Overview of New Features

Multifaceted Visualization of Acquired Leads Visualize exhibition results from various perspectives on the dashboard, such as "who" acquired "how many" leads, "when," and how many hot leads have increased.

Understanding Performance by Person and Time Slot Understand the number of appointments acquired by each employee and the lead acquisition status by time slot, which can be utilized for precise instructions and personnel allocation according to the situation.

Automatic Slack Notifications Every Hour Set KPIs such as "total lead acquisition count," "lead acquisition count for target companies," and "appointment acquisition count per employee," and receive automatic Slack notifications every hour. You can check the overall progress on your smartphone while standing at the booth.

Real-time PDCA During the Exhibition Period In exhibitions where the situation changes with weather and time of day, make on-the-spot decisions for improvements and course corrections based on real-time data.

▼ Expected Effects

Achieving Exhibition Operations That "Achieve Results": By visualizing acquisition status from multiple angles, operations can move beyond mere efficiency to maximize results.

Immediate Course Correction During the Exhibition Period: By grasping KPIs in real-time, improvement actions can be taken on the spot without waiting for the exhibition to end.

Improved Team Cohesion and Concentration: Sharing "who is acquiring how many" at hand creates a healthy sense of tension among members, maintaining high enthusiasm throughout long exhibitions.

▼ Case Study: Leaner Technologies Inc.

Leaner Technologies Inc., which develops BtoB SaaS to advance corporate procurement and purchasing operations, uses GenLead while exhibiting at approximately 40 exhibitions annually.

By utilizing the Slack notification function, they can visualize the overall progress on their smartphones while at the booth and issue immediate instructions for improvements or course corrections.

Furthermore, they state that the ability for each member to grasp in real-time on their own Slack "who is acquiring how many" has created a healthy tension, leading to an environment where all members can maintain high concentration and see the long exhibition through to the end.

*This feature was developed and implemented in response to requests from users, including the aforementioned company.

Case study details here: https://jinbay.co.jp/casestudy/LeanerTechnologies-genlead

▼ About GenLead

GenLead is a business card scanning and lead management service specialized for exhibitions.

It digitizes business cards and survey responses captured on-site, recording handwritten notes on the cards and the on-site atmosphere.

It also flexibly integrates with CRMs such as HubSpot, enabling speedy connection of acquired leads to sales activities.

The speed of feature development in response to user requests is also a strength.

GenLead detailed materials here

*The above figures, including reading accuracy and data input time, are based on our internal verification results.

About Jinbei

Jinbei Inc. is driving business DX using the latest generative AI technology with the mission of "Changing Work." The "Jinbei Generative AI Agent" we provide digitizes each business process and supports productivity improvement and corporate growth by effectively utilizing past data and internal/external communication information.

Corporate Name: Jinbei Inc.

Representative: Eisuke Ueda, Representative Director

Location: 8F, JPR Yokohama Building, 1-5-10 Kita-Saiwai, Nishi-ku, Yokohama, Kanagawa 220-0004

Established: May 24, 2024

Business Activities: AI/System Development, Consulting, and Related Services

Email: [email protected]

Company HP: https://jinbay.co.jp/

Jinbei GenOCR Service Materials: https://hubs.ly/Q03f2FhC0