Voca for sales — same-day follow-up, every meeting.
In sales, the first agent to respond wins the deal — 78% of leads pick whoever called back first. A paper card sits in a wallet for days; a Voca tap opens a calendar slot in seconds and pings your CRM before the prospect's even left the room.
The problem
- Cards collected at a trade show take a week to enter into Salesforce — by then the prospect is talking to your competitor.
- There's no way to know which prospects from an event were the warm ones vs the polite ones.
- Manual lead entry costs your AEs 30 minutes per event — time they should spend selling.
The workflow
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1
Tap at the handshake
Your NFC card or pass opens your Voca profile on the prospect's phone — no scanning, no QR app.
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2
Intent → routed CTA
Prospect picks 'Buy', 'Pricing question', or 'Just looking' — the primary button swaps to Book a Demo, Pricing PDF, or Save Contact respectively.
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3
Webhook to CRM
(Pro) The tap event fires a webhook to HubSpot, Salesforce, Pipedrive — your CRM creates the lead, assigns it, and timestamps first touch automatically.
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4
Same-day follow-up
Slack DM hits your AE before the prospect walks out: 'Lead from Booth 14, picked Pricing question, contact info attached'.
Why it works
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Lead-to-CRM in < 5 seconds
No manual entry, no card scanner, no batch import the next morning.
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Per-rep analytics
See which AE generated which leads at which event — territory and quota credit becomes automatic.
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Standardised hand-off
Every rep's card uses the same Calendly logic, same disclaimers, same CRM webhook.
Sales rep template
A copyable starting point. Edit anything in the dashboard.
| Name + role | Marcus Chen · Account Executive, Acme Inc. |
| Primary action | Book a 30-min demo |
| Secondary | Pricing one-pager · WhatsApp · Save vCard |
| Intent chips | Buy now · Pricing · Pilot · Just looking |
| Webhook | POST → hubspot.com/contacts/create |
FAQ
Does this replace our CRM?
No — it feeds your CRM. The webhook fires on every tap; your CRM stays the source of truth.
Can different territories have different CRM webhooks?
Yes. Each rep's card can point to its own webhook URL, so EMEA leads go to one workflow and APAC to another.
What about field sales teams without iPhones?
Voca works on Android (QR via Wallet equivalent), Windows, and any browser. The NFC tap works on any phone with NFC.
Is there a Salesforce integration?
Salesforce accepts inbound webhooks natively. Point the Voca webhook at your Salesforce Web-to-Lead URL and you're done.
Related use cases
Same product, different playbook.
Ready to set yours up?
Close the loop between handshake and first follow-up.