Customers
Customers
The industry's only Customer Database that's actionable in planning your event engagements and capturing leads on-site.
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Customers
WHY WE BUILT Customers
WHY WE BUILT Customers
Build genuine relationships with new and existing customers.
Virtual or in-person conferences, congresses, and trade shows are golden opportunities to build genuine relationships with existing customers and new leads. Nearly every sales organization has a customer database in one form or another, but these typically do not allow for actionable appointment scheduling or the ability to capture leads onsite. We built Customers to make any size company more efficient in identifying and engaging with customers at events, which leads to actionable follow-up by the organization.
Connect with existing customers and purposefully target new ones with detailed customer profiles and engagement history.
New Customers
New Customers
Cadence’s intelligent importing and customer matching simplifies an otherwise pesky process.
New Customers
Creating Customers with Ease
Create a new customer profile in seconds from your computer or phone.
Integrating your CRM
Don't start from scratch! Keep all your precious customer information in one place. 
Leads Captured On-Site
Aim. Point. Capture! Scan a new customer's QR code to automatically create a new customer profile.
Customer Profiles
Customer Profiles
Everything you want to know about your customers in one place.
Customer Profiles
Contact Info & Biography
View up-to-date customer biography & contact information.
Custom Fields
Display only the most important information in your customers' profiles.
Engagement History
View all previous and upcoming engagements your organization has had with a customer.
Match Customers to Engagements
Match Customers to Engagements
Stay up-to-date on which customers will be where.
Match Customers to Engagements
Customer Lists
Easily create lists of customers based on specific business priorities, such as advisory boards, clinical studies and investigators.
Refining the List
Effortlessly refine the list of customers by customer type, region, country, last engagement date, and other custom fields.
Attending / Not Attending
Automatically compile accurate attendee lists by being notified which of your customers are attending the upcoming congress.
Additional Features
Tailor Customers to your organization’s needs and workflow.
Import Customers
Import Customers
Import your customer list from excel directly into Cadence.
Export Customers
Export Customers
Export customer lists from Cadence directly to excel.
Point of Contacts (Internally)
Point of Contacts (Internally)
See the point of contact in your organization for each customer.
Follow Customers
Follow Customers
Follow Customers to be notified of upcoming engagements and interactions at events.
Copy Customer Profile Link
Copy Customer Profile Link
Direct links to share to colleagues for visibility.
Custom Fields
Custom Fields
Add any custom field to customer profiles to make them relevant to your business.
Product Interests
Product Interests
Make your follow-up more relevant by seeing which product your leads were interested in.
Information Requests
Information Requests
Record any specific requests for information during or after the conversation.
Notes
Notes
Brush up on key details by reviewing previous notes, or capture new insights right then and there.
Integrations
Customers within Cadence is not intended to replace your existing CRM for day-to-day operations, but to become an extension of your CRM in planning your customer engagements at events.
Salesforce
Salesforce
With 2-way data sync, pull customer data from Salesforce including customer info and engagement history, while pushing your new engagements at events to Salesforce.
Veeva CRM
Veeva CRM
With 2-way data sync, pull customer data from Veeva including customer info and engagement history, while pushing your new engagements at events to Veeva.
Veeva Oncology Link
Veeva Oncology Link
See deeper insights into each customer by integrating their Veeva Oncology Link Profile in Cadence.
Elizabeth McGhee
“The Cadence team was incredibly responsive and helpful throughout the process, from set-up to event follow-up. It felt great to have them cheering us on remotely! We couldn't have done it without them!”
Elizabeth McGhee

Director of Learning and Development, SMCP

Lynne LaFond DeLuca
“I loved the way you can customize everything. Everything could be specifically geared for our audience.”
Lynne LaFond DeLuca

Executive Director, Association of Club Catering & Event Professionals

Sofia Litos
“At my last company, there was no transparency around interactions at congresses. Now, with Cadence, our teams aren't siloed and can collaborate on maximizing visibility and conversations at these key events.”
Sofia Litos

Associate Director, Global Oncology

Your success is our success
Your success is our success

Our customer success team will work with you every step of the way, from guiding you through the planning process to delivering an exceptional event experience.

Schedule a free consultation with one of our customer success managers to learn more about how our team can support your event.

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Customer Engagement
Customer Engagement
Training & Onboarding
Training & Onboarding
Virtual and Onsite Support
Virtual and Onsite Support
Consulting
Consulting
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Appointments
Event App
Android, iOS
Experience Every Moment
Interactions with your customers that provide visibility, streamline communication, and drive results
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Leads