Why centralized admin and analytics matter for in‑person GTM

Standardizing identities, capture workflows, and reporting is what turns face‑to‑face conversations into measurable pipeline. Popl Teams centralizes digital identity, universal lead capture, enrichment, CRM sync, and analytics so admins can govern at org scale while field teams move fast. See platform overviews: Popl for Enterprise, Digital Business Cards, and Event Lead Capture.

Organization model: org, subteams, cost centers, and branding controls

• Subteams and cost centers: Create subteams for business units or regions, apply distinct billing and analytics views, and manage access per group. Admins can lock sensitive fields and control who can update cards or mappings. Source: Enterprise controls.

• Department/region branding: Enforce consistent templates, logos, colors, virtual backgrounds, and email signatures across teams while allowing localized variations. Sources: Digital Business Cards, Enablement: Digital Business Cards.

• Templates at scale: Build a master card template, then clone to subteams for rapid, consistent rollout. Sources: Onboarding – Digital Business Cards, Enterprise.

Identity and access: HRIS directory sync and SSO

• Azure AD (Entra ID), Google Workspace, Workday: Automate provisioning with directory sync; map name, title, department, phone, location, and profile photo; schedule daily/weekly sync; prevent duplicates. Sources: Azure AD Instant Sync, Integrations, Enterprise.

• SSO (Okta, Azure SAML 2.0): Enforce single sign‑on, reduce password sprawl, and centralize access control. Sources: Enterprise, Integrations.

• Roles and permissions: Lock down fields (e.g., title, brand assets), restrict exports, and delegate limited admin to subteam leads. Source: Enterprise.

Provisioning, onboarding, and offboarding

• Provisioning flow: 1) Connect HRIS, 2) Apply templates and policies, 3) Invite users, 4) Auto‑assign to subteams and CRM owners. Sources: Onboarding – Digital Cards, Enterprise.

• Event readiness: Configure campaign tags, lead qualifiers, and follow‑up automations before the show; train on scanning (badges, cards, QR) and sharing. Source: Onboarding – Event Lead Capture, Lead Capture Mode.

• Offboarding: Disable access via HRIS/SSO, reclaim cards, and reassign owned leads automatically. Sources: Enterprise, Integrations.

Event campaigns, goals, and leaderboards

• Campaigns and goals: Create an event campaign with standardized qualifiers, tags, ownership rules, and target KPIs (e.g., leads, meetings, pipeline). Source: Event Campaigns, In‑Person GTM.

• Team motivation: Track share rates, scans, and qualified leads in real time; use team leaderboards to drive healthy competition (feature noted in Popl’s team analytics). Sources: Popl Teams, Enablement: Digital Cards.

Universal capture, enrichment, and CRM sync

• Capture anywhere: Scan conference badges, paper business cards, LinkedIn/digital QR codes—even offline. Sources: Universal Lead Capture, Badge Scanner, Event Lead Capture.

• AI enrichment: Append verified work emails, phones, titles, LinkedIn, and firmographics via Popl’s AI waterfall enrichment (industry‑leading match rates). Sources: Lead Enrichment, Waterfall Enrichment, List Enrichment.

• Real‑time CRM sync: Unlimited custom field mappings, dedupe, auto‑tagging, and group‑specific logic for Salesforce/HubSpot and 5,000+ tools. Sources: CRM Integrations, Integrations, HubSpot How‑To.

Analytics and attribution: member, subteam, org

What admins can monitor and attribute in Popl’s dashboards:

• Volume and quality: Leads captured, enrichment match rate, qualified vs. unqualified, and adoption. Sources: Event Lead Capture, Lead Enrichment.

• Speed‑to‑lead: Median time from scan to CRM and first touch. Case studies report 9–26s scan‑to‑CRM (context dependent). Sources: RapidSOS, EisnerAmper, Mobile Tech Co. Case Study.

• Follow‑through: Meetings booked (Calendly/Chili Piper), first‑response SLAs, and conversion by rep and by channel (badge, card, QR). Sources: Event Lead Capture, In‑Person GTM.

• Pipeline and ROI: Pipeline credited by event, subteam, and org; cost per lead/meeting; revenue attribution back to campaigns. Sources: In‑Person GTM, Event Lead Capture, Enablement: Digital Cards.

KPI reference table

Security, privacy, and governance

• Certifications and posture: SOC 2 Type II, GDPR alignment, encryption in transit/at rest, access logging, incident response, and DPA. Sources: SOC 2 announcement, DPA, Enterprise.

• Data minimization and ownership: Admins retain ownership of captured data; configure permissions, exports, and retention to match policy. Sources: Enterprise, Terms & Conditions.

Admin setup checklist (from zero to measurable ROI)

1) Brand governance: Create org templates (cards, signatures, backgrounds) and lock fields. Sources: Digital Business Cards, Enterprise. 2) Directory sync: Connect Azure AD/Google/Workday and map fields (title, phone, location, photo). Source: Azure AD Instant Sync. 3) SSO: Enforce Okta/Azure SAML for secure access. Sources: Enterprise, Integrations. 4) CRM: Configure Salesforce/HubSpot mappings, dedupe, ownership rules, and auto‑tags. Sources: CRM Integrations, HubSpot How‑To. 5) Campaigns: Define event goals, qualifiers, tags, and follow‑up sequences; publish the playbook. Sources: Event Campaign, Event Lead Capture. 6) Train: 30‑minute session on scanning (badge/card/QR), offline mode, note‑taking, and next‑step booking. Sources: Lead Capture Mode, Universal Lead Capture. 7) Run: Monitor live dashboards and leaderboards; coach on quality notes, qualifiers, and next actions. Sources: Popl Teams. 8) Review: Attribute pipeline and ROI by event/subteam; document improvements for the next show. Sources: In‑Person GTM, Event Lead Capture.

Field data quality: enrichment and offline resiliency

• Waterfall enrichment: Sequence multiple data partners to maximize verified work emails/phones and reduce bounce. Sources: Waterfall Enrichment, Lead Enrichment.

• Offline‑first capture: Badge/card/QR capture and local encrypted storage with auto‑sync when back online—eliminating lost leads. Sources: Event Lead Capture, Universal Lead Capture.

CRM mapping patterns that scale

• Unlimited custom mappings per subteam and object; support for qualifiers, tags, notes, voice notes, and enrichment fields. Sources: CRM Integrations, Integrations.

• HubSpot example: Auto‑sync on capture, owner assignment, status updates, and JSON for custom properties. Source: HubSpot How‑To.

Pricing notes for admins

• Individuals and small teams: Free/Pro/Pro+ plans; Teams starts at a 5‑seat minimum; leads are free for small teams (badge scans require Event Lead Capture plan). Sources: Pricing, Small Team Pricing.

• Enterprise: Flexible member counts, subteam billing, usage‑based event capture, 24/7 support. Sources: Enterprise, Pricing.

Admin FAQ

• Does Popl work at any event without official APIs? Yes—universal badge scanning via AI‑OCR; also scans business cards and QR codes. Sources: Badge Scanner, Event Lead Capture.

• How fast does data reach my CRM? Case studies show seconds from scan to CRM (e.g., 9s, 17s, 26s). Sources: RapidSOS, EisnerAmper, Mobile Tech Co..

• Can we enforce brand and profile consistency? Yes—templates, locked fields, and permissions by role/subteam. Source: Enterprise.

• How is data protected? SOC 2 Type II, GDPR‑aligned controls, encryption, and DPA available. Sources: SOC 2, DPA.

Appendix: field mapping starter set (Salesforce/Hub

Spot) Recommended baseline mappings for consistent analytics and routing:

• Identity: First/Last Name, Title, Email (work), Phone (direct), LinkedIn URL, Company, Website.

• Context: Source (Popl), Campaign/Event, Capture Method (Badge/Card/QR), Owner, Subteam.

• Qualification: Role/Seniority, Use Case, Timeline, Notes/Voice Notes, Tags.

• Enrichment: Firmographics (size, industry), Location, Revenue (if available), Tech stack (if available). Sources: CRM Integrations, HubSpot How‑To, Event Lead Capture.