Near Field Technology (NFC) on the horizon. Blog post by Captix.

Near Field Technology

Picture yourself at an upcoming trade show.

You look around your booth expecting the awkward dance of attendees adjusting their badges to the light and the back and forth of scanners focusing on those awkward barcodes.  The clumsy lead-capture-shuffle is gone.  Your sales teams are collecting leads in a graceful manner, like a Broadway play of Swan Lake.  Attendee data is collected perfectly, tagged and routed to your sales team in seconds.  It’s flawless and beautiful – and available today. Read more

how to handle a lead retrieval crisis with captix

How To Handle A Lead Retrieval Crisis

Some of these might sound basic but they can be game-changers in the heat of the (panic) moment.

1. Check that your tablet is turned on.

a. It is surprising how many people have lead retrieval devices that are dark and won’t work  – until they are turned on. Simply hold the on switch to power it up.

2. Check if your tablet lead scanner is in the proper mode.

a. If you’re in an offline mode, put your tablet in airplane mode (with Wifi OFF) to save battery and not interfere with Wifi.

b. If you’re in an online mode, make sure your Wifi is turned on, your network is configured, your password is stored or you have logged into the secure network through the browser. Stay near a router at amplified levels.

Read more

Best Technology Tools for Planning & Hosting Events to Reduce Stress

Events can be one of the most successful solutions to facilitate business connections, develop relationships, share ideas and recognize people or efforts. However, events are also the one of the most stressful types of endeavors because they have so many minute details that require extreme organization and strategy.

The key to de-stressing an event is to keep everything as simple as possible. We phrase this as an attempt to “reduce complexity” rather than to make something “simple.” “Simple” doesn’t even cover the Herculean effort to takes to streamline processes, make things easy or de-stress.

So, in the midst of a multi-faceted and detail-bogged event, it’s important to choose tools, equipment and a team that wants to make things as easy as possible.

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How To Choose Lead Retrieval Equipment

When choosing your lead retrieval equipment, either because you are organizing the whole conference or are exhibiting in a booth, here’s a checklist to help. Read more

Lead Generation Debate: Quality vs. Quantity

Build your pipeline instantly with Captix for lead retrieval A colleague and I were recently chatting at the Spider House Cafe and ballroom in Austin, Texas over coffee about an age old debate for marketing and sales teams.

When you attend an event, is it about returning with QUANTITY or QUALITY leads? There are several schools of thought.

Read more

exhibitor booth theater best practices from oracle openworld2014 by Captix

Booth Theater Best Practices for Trade Show Exhibitors

The first best practice that is non-negotiable is having a customized lead capture experience so you can track which parts of your exhibit attract the most interest; naturally, we recommend our app called Overpass. Beyond that, here are some best practices that can be game-changers at any show.

1. CROWD GATHERERS (for booth presentations)

Live marketing is a huge trend in events today. Here is an article written in detail about why to use them.

A great crowd gatherer is:

  • An actor / actress (capable of multiple accents and languages and playing the role as a team member)
  • Eloquent (never stumbles across words or falters with industry jargon)
  • Smart (see above)
  • Charismatic
  • Funny
  • Attractive (Disclaimer: beauty is in the eye of the beholder so we mean someone eye-catching and appropriately dressed for the occasion.)
  • Dresses as a team member
  • Makes LOTS of eye contact
  • Well-versed (knows about the booth’s goals of collecting many scans, the theater’s presentations and the booth’s giveaways)
  • Aware of booth promotions (able to highlight the various incentives the booth is giving away to increase lead engagement)


Professional presenters are hired to give really engaging and informative presentations for increased audience attendance. The presenter is sent a deck before the show to become fluent in the material of the presentation. This ensures their presentations are completely on-point and extremely well-delivered. Everyone wants to listen to someone use subtle and engaging methods to captivate an audience.

Here is a resource for professional presenters.


Sales folks, solutions managers or savvy experts within your own company are great people to look to – and easy to find! – for presentations about your company’s brand or products. Anyone who is an expert on a product and who can talk at a very high level is a great person to put in front of an audience. The internal expert will gather even more leads by connecting the dots about how exactly your high level product directly solves the audience’s pain points.


It’s really effective to collect leads through a booth incentive. The universal truth is: people *love* free stuff.

As ways to provide fun and engaging ways of getting people to come to your booth, here a few ideas:

  • A relevant product of the booth’s brand (a new tablet, or one that is pre-loaded with content)
  • Money (we’ve seen one tradeshow exhibitor give up to $10,000, which attracted over 5,000 leads at the giveaway drawing)
  • Really fun toys (like drone / helicopters that salespeople demonstrate and fly around while on the floor)
  • Free services from the booth

There is somewhat of a debate around giveaways at tradeshows. Do those who enter have to be there in person for the drawing to win? Or can you just take down their information? Decide in advance if you will require people to be present for the drawing.

You may want to invite a lead who, every time they hear a presentation, to enter into the giveaway drawing for that day (with different giveaways each day).


Guest speakers include savvy customers or partners to your company who come and speak. Having a customer speak on behalf of your solution is a really interesting dynamic for the listening audience. It comes across as more genuine because it’s more relatable.

Is there a relevant customer who is an avid user of your product and a fan of your company’s solution? If they’re a great speaker, and can truly identify with the target audience, give them some speaking time of their own!


The best booth presentations are fun and personable.

Remember that show attendees are already listening to days of speakers and lectures. As incredible as the keynotes may be, you want to make sure that your booth presentation is not just adding to more lecture noise. Be engaging. Use intonation and inflection when you speak. Use industry jargon your audience understands.

More than anything: be personable. Tell a joke. Speak in a different accent for every presentation (Irish, Jamaican, Pirate).

But above all (for goodness sake!) – SMILE! 🙂

If you have other ideas that you have seen work, please share in a comment below – thanks!

How to Draw a Crowd at your Trade Show Booth (& Collect More Leads)

As an exhibitor, it’s your number one job to collect leads to bring home to your sales and marketing teams. What’s the best way to make your booth look approachable?

Following are some creative ideas to spark engagement at your next exhibiting event.

1. Food… preferably *smelly* food.

Those easy-bake-ovens that heat delicious, soft chocolate chip cookies have an aroma that wafts around and attracts any human… whether they’re hungry or not.

Roasted almonds and cashew trucks and popcorn all permeate the entire show floor with smells of honey and reminders of winter time and fun at the movies.

2. Coffee

Booths that bring their own delicious coffee tend to attract a lot of traffic, if only for that oasis of caffeine in the middle of the harsh desert floor.

3. Alcohol

When the afternoon hits and you have alcohol at or around your booth, you will suddenly be the most popular booth. Two things: 1) Have fun with legal getting this approved (maybe you could even put your brand logo at the bottom of the serving glass?), and, 2) those leads may not be “sales-ready” (but who knows?).

4. Branded Swag

This is one of the best parts about the show, right? Take goodies home for yourself, your girlfriend or boyfriend, your kids, your mom… when you’re done collecting everything, you’ll be singing like the Little Mermaid in “Part Of Your World”. But this really is an effective (and expected) way to generate leads as an exhibitor. Some favorite swag items to consider:

  • Bouncy balls
  • Hand sanitizer
  • Sweets (candy)
  • Grocery store bags (who can’t have enough of those, right?)
  • Sunglasses
  • Stress balls
  • Stress (material) shaped like a character
  • Stuffed animals (always a personal favorite)
  • Cash (we haven’t seen this done yet but it would be awesome!)

5. Games

An engaging way to attract leads is to have a game. Some really interesting games to think about:

  • A basketball hoop
  • Race car driving games (where you could actually sit in the car to drive)
  • Fastest typing or coding
  • Petting zoos of your products (or having demonstrative ways to showcase what your product does)
  • Slot machine
  • Lottery

By the way, for the last two, see our Games and Entertainment.

6. Caricatures

If you sell hardware or software, you can use your own product to draw, color and print attendee caricatures. Or you can invite local talented artists to sit in your booth. (Here is an example by @nolanium.)

dell charicature

7. Mascots

If you have any sort of brand or product that can be put in a costume, do it. Dress up a character or put them in a suit. You’ll have people lining up for pictures in no time.

Collect leads by scanning their badge, and getting their email address to send them their photo. Here is an example:

liz meets eis

8. Live TV Broadcasting!

Some of the most popular booths at any show are simply interviews of folks on a green screen backdrop live-streaming through their websites or to the event’s website.

on air

9. Flyer Invitations To A Happy / After Hours Gathering

If many of your customers are attending the event, try having some sort of appreciation event for them. Send out invitations and be sure to hand out more when you meet them at your booth.

10. Crowd Gatherers

Having a booth theater in your booth is both informative and effective. Generating leads from presentations gives you informed potential customers. Getting foot traffic to sit down with a crowd gatherer who is funny, charismatic and attractive starts a phenomenon because other people want to know what’s going on – it’s human nature.

11. Race Cars Or Big Show Stoppers

Anytime you can showcase something really special, like a race car, sailboat, trophy, walk-through model or life-size moving display, you’ll draw attention.


12. A Huge Spinning Sign Of Your Brand Name / Logo Above Your Booth

Anytime you showcase, it’s important to make your company and brand as obvious as possible. There is an interesting debate on whether your hanging sign should spin or not… because you want attendees to see your name every time they look up but movement attracts attention.

trade show signs

13. Use Stark, Bold Colors

Booths that stand out the most are those that use stark colors in their booth’s decor. Having a stark white or red carpet underneath your booth is a great way of attracting the eyes of passersby.

14. Branded Lanyards To Replace Show Lanyards For The Booth Team

Using lanyards that have your brand’s name and colors instead of the generic ones that everyone at the show is wearing is a GREAT way to stand out and attract more conversation.


Hopefully this has sparked your creativity in thinking of new ways to stand out and have more conversations with your audience. If you have other methods that have worked well, please let us know below!