How 90% of Fortune 500s fill their pipeline
How 90% of Fortune 500s fill their pipeline
What to expect:
Your Customer Success Manager will guide your admins through timeline planning, event goals, and initial setup tasks. If an event is coming up soon, we’ll align the onboarding plan to support that timeline.
Key activities:
- Admins access Popl Teams and log in
- Review event calendar and campaign needs
- Define success criteria, typically usage at first event
Outcome:
A custom onboarding plan aligned to your team’s event schedule and goals.
What to expect:
We’ll help you build a complete campaign framework. That includes standard templates, lead tags, and qualifiers, so every rep captures consistent, actionable data.
Key activities:
- Create branded templates for your team
- Define campaign tags and lead qualifiers
- Set up optional follow-up emails
- Create lead capture forms
Outcome:
A clear and consistent lead capture system built for qualification and routing.
What to expect:
This phase finalizes your systems and ensures data is flowing where it should. We’ll assist with CRM setup and run test scenarios ahead of your first event.
Key activities:
- Connect your CRM (Salesforce, HubSpot, or other)
- Test field mappings and lead syncing
- Review final checklist and prepare for event execution
- Bulk upload or sync users
- Assign templates, campaigns, and subteams
Outcome:
Your systems are connected, tested, and ready for lead capture in the field.
What to expect:
With your structure in place, we’ll help you train your team on how to capture leads on-site.
Key activities:
- Train users on scanning badges, sharing cards, and capturing leads
- Send relevant training materials to users for reference
- Use at your first event!
Outcome:
Your team is set up and confident using Popl at live events.
The leader in lead capture
The leader in lead capture
What customers say about Popl
"Popl has transformed our event marketing game. We’re capturing more data than ever before, seamlessly syncing it into HubSpot, and tracking ROI from shows."
"Popl has transformed our event marketing game. We’re capturing more data than ever before, seamlessly syncing it into HubSpot, and tracking ROI from shows."
"We started using Popl recently to help us connect and engage and the team loves it. Thank you Popl for helping us reach as many people as we can to help achieve our mission of helping every human at their weakest most vulnerable moments."
"We started using Popl recently to help us connect and engage and the team loves it. Thank you Popl for helping us reach as many people as we can to help achieve our mission of helping every human at their weakest most vulnerable moments."
"As one of the leaders always says, "form follows function." We try our hardest to operate in ways that make the most sense for what we are trying to accomplish—and, of course, how to work smarter rather than harder with tools like Popl."
"As one of the leaders always says, "form follows function." We try our hardest to operate in ways that make the most sense for what we are trying to accomplish—and, of course, how to work smarter rather than harder with tools like Popl."
"We booked $1.2M in qualified pipeline in April 2025 using Popl. With Popl you have the power & impact of an entire booth completely within your phone; without the costs and headache of setup + takedown."
"We booked $1.2M in qualified pipeline in April 2025 using Popl. With Popl you have the power & impact of an entire booth completely within your phone; without the costs and headache of setup + takedown."
“Popl has helped us streamline our post event nurture strategy significantly. This has truly made it easier for our sales team members to reach their revenue goals.”
“Popl has helped us streamline our post event nurture strategy significantly. This has truly made it easier for our sales team members to reach their revenue goals.”
