The Horizon Automation System, a cutting-edge solution by Regal InfoNet, developed on Zoho CRM, is designed to streamline lead management and follow-ups for exhibitors using Zoho CRM. It highlights common challenges faced post-exhibition and presents a fully automated workflow to enhance engagement, improve conversions, and maintain brand visibility.

Challenges Faced by Exhibitors

• Unorganized Data Management
• Delayed Follow-ups
• Lack of Post-Exhibition Engagement
• Managing Visitor Feedback
• Brand Visibility Decline

Business Solution

Step 1: Lead Data Collection

• Create a datasheet of visitors using Excel, CRM, or a visiting card scanner.
• Categorize leads based on visitor type and interests.
• Import data into Zoho CRM (if using Excel).

Step 2: Automated Engagement & Follow-up

• Send a Thank You email/WhatsApp message (Automated)
• Share exhibition highlights with visitors (Automated)
• Send company profile (Automated)
• Send product details (Automated)
• Provide product pricing (Automated)
• Generate & send quotations (Manual if custom pricing is required)

Step 3: Quotation Follow-ups

• Auto-follow-up emails begin the day after sending a quotation.
• Set follow-up intervals (e.g., 4 / 11 / 21 / 30 days) (Automated)
• Confirmation email to ensure quote receipt (Automated)

Step 4: Lead Nurturing for Slow-Moving Prospects

• Send educational videos/articles (Automated)
• Send case studies (Automated)
• Send industry best practices (Automated)
• Send product videos (Automated)
• Send customer testimonials (Automated)

Step 5: Performance Monitoring & Reporting

• Generate KPI reports at scheduled intervals (Automated)
• Receive escalation reports for pending actions (Automated)