Let’s face it — most trade show lead capture processes are stuck in the past.
And Imperial PFS knew it.
Despite investing time, budget, and team resources into events, they were still collecting leads via fishbowls and spreadsheets. The data was messy, attribution was non-existent, and post-event follow-up? A total headache.
So they turned to event•hapily and finally got the modern, connected event strategy they were missing.
The Challenge: Manual Mayhem and Missing Metrics
For years, Imperial PFS tackled events the hard way. They’d gather leads on paper forms or through manual scans and drop everything into a spreadsheet. Once the event wrapped, it was anyone’s guess where those leads ended up or how (or if) they were followed up on.
There was no way to know:
- Who was qualified
- Which leads converted
- What ROI each event actually drove
And most importantly, there was no simple way to tie any of it back to HubSpot.