Mobly Launches App for Rapid Lead Capture at In-Person Events

Lehi, Utah-based Mobile software startup, Mobly, has launched its new application for B2B companies "to drive a faster and more accurate lead capture process," says the company. TechBuzz profiled pre-launch Mobly and its founding team on March 17, 2023 as it was building, validating and preparing its prototype app for today's offical launch.

Founded in 2023, Mobly is a mobile-first software platform to capture qualified leads at in-person events and get these leads into CRM and marketing automation systems more quickly. Mobly provides users with a tool to search contacts obtained at in-person events by name and company or scan a badge or business card using AI-powered optical character recognition (OCR). Mobly then enriches the lead information and automatically syncs profile and activity data in CRM or marketing automation platforms to reduce the time to a qualified lead—a process that usually takes companies days or weeks can now be done in seconds.

“All our leads, conversations, and steps kick off within Mobly and seamlessly integrate into our CRM system,” said Paige Bennett, director of experiential marketing at Awardco, an early adopter of Mobly. “Now our sales squad dedicates less effort to recording tasks and can keep their eyes on nurturing those valuable customer connections.” The chances of closing a deal are eight times higher when replying to a lead within five minutes. 

While mobile is intertwined in today’s business environment, most sales acceleration technologies are purpose-built for a desktop experience, making the process of capturing leads and entering them into a database highly manual and different for every event. This slows response times from sales and marketing and creates longer sales cycles, cold opportunities, and missed revenue. “Mobly speeds up the lead collection process and streamlines getting solid data to the sales team for their follow-up,” continued Bennett. “Gone are the days of relying on and shelling out for expensive event-exclusive scanners. This not only keeps our budget in check but also establishes a uniform approach for every single event.”

Mobly is an event-agnostic lead capture app for field teams to scan and find contacts, segment lists, assign leads to a campaign, specify their interests, and automate actional next steps for sales and marketing. Enriched lead information such as contact and company data, social media profiles, and other metadata are then added for a more accurate picture of registrants and booth visitors. Native integration with leading CRM and marketing automation platforms ensures a near real-time hand-off of leads to sales and marketing.

“Sales acceleration falls apart when a laptop isn’t handy. Mobly changes that with a mobile-first platform for field and sales teams on the go,” said Zach Barney, co-founder and CEO of Mobly. “Organizations can confidently maintain an accurate pipeline, automatically trigger next steps to keep the sales cycle moving, and finally show measurable ROI from their field strategies.” Barney spent 14 years in sales and sales team leadership roles, from bootstrapped startups to mature, post-IPO companies, using several different sales tech softwares, each with complicated features and functionality.

With recent angel funding to kickstart the company earlier this year, Mobly developed its mobile platform and signed more than ten early adopter companies so far. Today’s news signals the company’s focus and investment in a mobile-first platform for the important sales acceleration market, an opportunity estimated to be $4 billion globally.

Mobly’s capabilities to capture leads, enrich them, call, text, email, or send a social media message to a new lead, and integrate lead information and activity data in CRM and marketing automation platforms are available today. Advanced insights and analytics will be available later this year. 

The Mobly team will be attending upcoming industry events such as Dreamforce, SaaStr, HubSpot INBOUND, and Silicon Slopes.

The Mobly app is available for Apple iOS and Google Android users.