Lead Tracking

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This is an example of Lead Tracking. This document is useful for studying Lead Tracking.

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Shared by: Crisologa Lapuz
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EZ TRAC ™ LEAD RETRIEVAL Data Protection Summit Hilton Irvine / Orange County Airport WE ARE PLEASED TO OFFER YOU 2 OPTIONS! EZ TRAC-I™ HANDHELD BAR CODE SCANNER SYSTEM Irvine, CA - March 11 – 13, 2008 • • • • • • • • • • • • • • • • NO ELECTRICITY REQUIRED LIGHTWEIGHT & PORTABLE - DOES NOT TAKE UP ANY BOOTH SPACE RECEIVE A COMPLETE PRINTED REPORT EACH DAY OF THE PROSPECTS WHO VISITED YOUR BOOTH UNIQUE LEAD QUALIFICATION CARD PROVIDES 49 ADDITIONAL PROSPECT QUALIFICATION CODES FOR YOU TO CUSTOMIZE AT NO ADDITIONAL CHARGE NO MESSY PAPER FORMS TO LOSE MULTIPLE SCANNERS CAN BE MERGED INTO A SINGLE REPORT LEADS AVAILABLE ON FLAH DRIVE FOR EASY TRANSFER TO YOUR DATABASE DROP ‘n GO SERVICE ALLOWS YOU TO RECEIVE YOUR ENTIRE LEAD FILE VIA EMAIL OUR CUSTOM COMMENT BOOKLET ALLOWS YOU TO RECORD NOTES THAT ARE LINKED BACK TO THE ATTENDEE’S RECORD EZ TRAC-II™ 2-D BAR CODE SCANNER SYSTEM MUST ORDER PRIOR TO FEBRUARY 19 TO ENSURE AVAILABILITY INTEGRATED UNIT OFFERING AN EASY TO USE LASER “GUN” SCANNER FOR POINT-AND-SHOOT SCANNING SMALL FOOTPRINT - ONLY REQUIRES 7” X 11” OF COUNTER SPACE THERMAL PRINTER PRODUCES INSTANT RECORD OF ATTENDEE’S INFORMATION, ALONG WITH ANY QUALIFIER INFORMATION YOU ENTER ALL LEADS IMMEDIATELY WRITTEN TO A FLASH DRIVE YOU TAKE WITH YOU AT THE CONCLUSION OF THE SHOW STANDARD 120V ELECTRICAL OUTLET REQUIRED INCLUDES 1 ROLL OF PAPER – ADDITIONAL ROLLS AVAILABLE YOU CAN CUSTOMIZE UP TO 20 LEAD QUALIFIER QUESTIONS (SEE ORDER FORM) EZ TRAC-I ™ HANDHELD SCANNER SYSTEM USERS: You can design a customized Lead Qualification Card at no additional charge – see the following page for blank grid for you to fill out and return with your order. EZ TRAC-II™ 2-D SCANNER SYSTEM USERS: Your unit is pre-programmed with 20 standard lead qualification codes (see list below). Want to customize them? No problem - just provide a list of your custom qualifiers with your order (an additional cost applies - see order form). STANDARD LEAD QUALIFICATION CODES FOR EZ TRAC-II™ 1. Send Literature 4. Add to Mailing List 7. Provide Quote 10. Have Salesperson Call 13. Makes Purchase Decision 16. Purchase in 3 months 19. Immediate Need 2. Send Samples 5. Technical Info Required 8. Product Demo Required 11. Recommends 14. Partial Interest 17. Purchase in 6 months 20. Order Placed at Show 3. Send Pricing 6. Detail Specs Required 9. Immediate Contact Required 12. Final Say 15. Purchase in 30 days 18. Ready to Purchase EZ TRAC ™ LEAD RETRIEVAL ORDER FORM Data Protection Summit Hilton Irvine / Orange County Airport PLEASE FILL OUT ALL INFORMATION COMPLETELY - TYPE OR PRINT - PAYMENT MUST ACCOMPANY ORDER Irvine, CA - March 11 – 13, 2007 COMPANY: ________________________________________________________________ BOOTH #:___________________ MAILING ADDRESS: _____________________________________________________________________________________ CITY: _________________________________________________________ STATE: _________ ZIP: ___________________ PHONE: _____________________________________________ FAX: ____________________________________________ ORDERED BY: __________________________________________________ TITLE: _________________________________ EMAIL: _________________________________________________________________________________________________ SERVICES QUANTITY (DOES NOT REQUIRE ELECTRICAL POWER IN YOUR BOOTH) UNIT PRICE TOTAL EZ TRAC-I™ BAR CODE SCANNER SYSTEM __________ $ 199.00 $___________ EZ TRAC-I™ HANDHELD BAR CODE SCANNER SYSTEM (One scanner for entire show, personalized laminated lead qualification card, a daily printed list of all your scanned leads, and a flash drive of all your scanned leads.) DROP ‘n GO SERVICE (ALL LEADS EMAILED AFTER THE SHOW) (Have to rush out when the show closes? Just drop off your scanner and receive your leads via email within 3 business days after the show) Preferred format for Drop ‘n Go: COMMA DELIMITED OR EXCEL __________ $ 39.00 $___________ EMAIL: ______________________________________________ EZ EZ TRAC-II™ BAR CODE SCANNER SYSTEM (REQUIRES ELECTRICAL OUTLET IN YOUR BOOTH) TRAC-II SYSTEM MUST BE ORDERED BY FEBRUARY 19 TO ENSURE AVAILABILITY. _________ $ 259.00 $___________ EZ TRAC-II™ 2-D BAR CODE SCANNER SYSTEM (One unit for entire show, leads print on thermal paper and write to flash drive automatically – includes 1 roll of paper) CUSTOMIZATION OF UP TO 20 LEAD QUALIFIERS EXTRA PAPER ROLLS FOR EZ TRAC-II™ SCANNER PLEASE SEE TERMS AND CONDITIONS ON REVERSE SIDE _________ _________ $ 40.00 $ 4.00 $___________ $___________ TOTAL COST: $___________ METHOD OF PAYMENT _______________________________________________________ C A R D N UM B E R r w y e CHECK (#: ________) __________/__________ EXP DATE _______________________________________ PRINT NAME AS IT APPEARS ON CARD ______________________________________ S I G N A T UR E O F C A R D H O L D E R Mail to: ExpoTrac, PO Box 1280, Woonsocket, RI 02895 For UPS/FedEx: ExpoTrac, 1296 Park East Drive, Woonsocket, RI 02895 Phone: (401) 766-4142 Fax: (401) 765-6677 Federal ID #: 05-0436117 Make checks payable to ExpoTrac - retain a copy for your records EZ Trac-I final reports not picked up on-site will be mailed within 3 business days after the show, unless Drop ‘n Go Service is selected, where the emailed file will be the final report. TERMS AND CONDITIONS 1. ExpoTrac agrees to perform lead retrieval / data collection services to the customer for the agreed upon fee, as listed on the front of this agreement. The service will include use of a bar code scanner and the processing of the collected information. The method of payment shall be in United States dollars, and must be submitted with the order for service. ExpoTrac will accept for payment the following: Checks drawn on banks in the United States of America; Certified checks or money orders; valid American Express, MasterCard, or Visa charge cards. Except as provided in Paragraph 4 below, any payments to ExpoTrac will not be refunded for any reason. ExpoTrac reserves the right to hold all collected data until the fee for services is paid in full. ExpoTrac will furnish the equipment to the customer in good working order, and the customer agrees to return the equipment to ExpoTrac in the same condition received excepting normal wear and tear. The customer agrees to the immediate payment, upon demand by ExpoTrac, for all damages or loss to ExpoTrac’s equipment, except such as may result from the normal operation thereof. The customer acknowledges and understands that the total replacement of each EZ-Trac-I bar code scanner will be $500.00, and each EZ-Trac-II bar code scanner will be $2,000.00. The customer agrees to the processing of payment for lost scanners on the credit card shown on the front of this agreement; or if payment is made by check, to the immediate payment for the loss. ExpoTrac will use all reasonable care in handling the information collected by the scanner, however, ExpoTrac SHALL NOT BE LIABLE FOR ANY SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING FROM THE LOSS OF SUCH INFORMATION, FOR ANY REASON, ARISING FROM OR RELATED TO EXPOTRAC’S EQUIPMENT. EXPOTRAC’S SOLE LIABILITY FOR DAMAGE FOR ANY CAUSE WHATSOEVER (EXCLUSIVE OF PERSONAL INJURY OR PROPERTY DAMAGE) SHALL BE LIMITED TO THE TOTAL FEE PAID FOR THE SERVICES PROVIDED BY EXPOTRAC. Customer agrees to return all equipment to ExpoTrac’s service desk at the conclusion of the show, and obtain a written receipt for the equipment. Equipment left in the exhibit area, lost, or stolen is the responsibility of the customer, pursuant to Paragraph 3. Customer acknowledges that they are responsible to obtain all equipment at the ExpoTrac service desk located in the registration area, equipment will not be delivered to the customer’s booth. It is agreed that the governing law pertaining to this contract will be the laws of the State of Rhode Island and the United States of America. Customer agrees that it is purchasing the data collection service for its own use, and that it will not resell for any reason the information or output generated by this service. The customer will be held liable for any incidental damages caused by the resale or improper use of this information. 2. 3. 4. 5. 6. 7.

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