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Use Case — Sales Teams

Sales Teams at Events,
Finally Coordinated

Six AEs at MWC. Six different lead capture systems. Notebooks, phone notes, business card pockets. Exporb gives the whole team one shared workspace with role permissions and a manager view from day one.

Team sync Role permissions
Team Dashboard
MWC Barcelona · Day 2
SK
Sarah K. · Admin
24 leads · 6 hot
24
MW
Marcus W. · Editor
19 leads · 4 hot
19
PS
Priya S. · Editor
22 leads · 7 hot
22
JT
James T. · Editor
16 leads · 3 hot
16
Total Team Leads81
100%
Team Visibility
100%
Manager Visibility
3
Role Levels
20
Max Team Members

Why Sales Teams Lose Event Leads

Multiple reps, zero coordination. Here is what goes wrong and how Exporb fixes it.

No Team Coordination

Notebooks, Notes app, card pockets. Nobody sees the full picture until the debrief on Wednesday.

Duplicate Leads

Two reps talk to the same prospect and both log them separately. The follow-up becomes confusing and unprofessional.

Zero Manager Visibility

Sales managers fly blind. No idea how many leads got captured, by whom, or which ones are hot until everyone's home.

Slow Post-Event Processing

After the event, someone has to consolidate cards, notes, and spreadsheets from every rep. It takes days, and data quality suffers.

Built for Sales Team Coordination

One workspace, multiple reps, full visibility. No spreadsheet consolidation required.

Shared Team Workspace

Every rep captures on their own phone. All contacts land in a shared event workspace. One pipeline for the whole team.

Role-Based Permissions

Owner, Admin, Editor roles. Control who can manage members, view all contacts, or only access their own captures. Right access for the right people.

Team Performance View

Leads per rep, enrichment progress, lead score distribution. Know who's hot and who's stalled before the debrief.

AI Enrichment

After the event, enrich each contact with one tap. Credit check shows the cost upfront. AI populates company data, lead scores, and follow-up actions.

Tagged by Team Member

Every contact is tagged with the team member who captured it. Managers can see who talked to whom, making follow-up coordination easy.

Team Export to CRM

Export the entire team pipeline or filter by rep, lead score, or event. CSV, JSON, or PDF — ready for Salesforce, HubSpot, or any CRM.

Plans for Every Team Size

Start with the free plan. Upgrade when your team is ready.

Starter

Up to 5 members
$29/mo

Small sales teams attending 1-2 events per quarter.

  • 5 team members
  • Team sync
  • Role permissions
  • Unlimited AI credits
  • All export formats
Get Started
Most Popular

Growth

Up to 10 members
$59/mo

Growing teams with a regular event calendar.

  • 10 team members
  • Team sync
  • Role permissions
  • Unlimited AI credits
  • All export formats
  • Priority support
Get Started

Scale

Up to 20 members
$99/mo

Large sales organizations at major industry events.

  • 20 team members
  • Team sync
  • Role permissions
  • Unlimited AI credits
  • All export formats
  • Priority support
  • AI enrichment
Get Started
Example scenario
8-Person Sales Team at Dreamforce

An 8-person sales team attends Dreamforce. The sales manager creates an exhibition workspace and invites all reps. Two senior reps get Admin roles, the rest are Editors.

Over three days, the team captures 186 leads across 8 devices. The manager checks the team dashboard each evening — sees lead counts per rep, reviews lead quality across the team. No spreadsheet needed.

On the flight home, the manager runs AI enrichment on the top contacts. Within minutes, each enriched lead has a score, sentiment, and follow-up suggestion. She exports the top 40 hot leads as a CSV and imports them into Salesforce before landing. The team's first follow-up emails go out that evening — 48 hours ahead of competitors still typing card data.

186 unique leads8 reps coordinatedCRM import before landing

Sales Team FAQ

Get Your Sales Team on the Same Page

One shared workspace. Every rep coordinated. Every lead accounted for. Start free and upgrade when your team grows.