Information on attendees on the day of a business negotiation is linked to meeting history. AI Inside Sales "immedio" now supports automatic lead registration of attendees

immedio Co., Ltd. (Headquarters: Shibuya-ku, Tokyo, Representative Director: Hideki Hamada), which provides the AI inside sales tool "immedio" that automatically increases closed deals, has released a new feature. This feature allows attendees registered at the time of meeting check-in to be automatically registered in immedio as "client-side attendees" and managed in conjunction with meeting events. This new functionality enables consistent management of meeting information within immedio, not only for the main contact person but also for client-side members who participated on the day of the meeting.

Background of Development: Client-side members attending business negotiations were not recorded as meeting information.

In BtoB sales, business negotiations are no longer decided by a single representative. In addition to the person who arranged the meeting, there are increasing cases where superiors, decision-makers, and members from relevant departments attend on the day of the meeting.

In fact, according to the "White Paper on Customer Company Purchasing Processes 2025" released by One Marketing, the number of people involved in purchasing decisions increases with the transaction amount, reaching an average of 5.6 people for low-price ranges (under 3 million yen) and 18.3 people for high-price ranges (*Source: One Marketing).

Some of these participants may only be identified on the day of the negotiation. However, there were cases where client-side members who attended the negotiation were not recorded as meeting information in immedio.

Previously, there were ways to link attendees obtained through meeting check-in forms to the CRM. However, it was not possible to manage the connection between attendees and meeting events within immedio, making it difficult to track "who participated in which meeting" afterward. As a result, the following issues arose:

Even if multiple people attended a business negotiation, only the main contact person was recorded in the meeting information on immedio.

It was difficult to track which meetings decision-makers and stakeholders who attended on the day had participated in.

It required extra effort to check participant information separately for follow-ups after meetings or internal sharing.

Even if attendee information increased in the CRM, the context of "which business negotiation they met at" was lost.

This release addresses the need to "consistently record client-side members who participated in business negotiations as meeting information within immedio."

Three Values to Support "Maximizing Business Opportunities" for Each Department

Marketing Staff

Accurate grasp of follow-up targets

Even if superiors or decision-makers attend on the day, the information registered from the check-in form remains in immedio, ensuring accurate contact information for post-meeting follow-ups.

Combination with CRM Integration

Attendee leads are automatically created in the CRM through integration with Salesforce, HubSpot, and Zapier, enabling management of marketing campaign ROI.

Inside Sales (IS) Staff and Managers

Centralized management of "who participated in which negotiation"

Since attendee leads are linked to meeting events, it is easy to understand customer stakeholders across multiple negotiations.

Elimination of dependency on individuals

Attendee information can be confirmed from the meeting detail screen even if the representative changes, reducing handover costs.

Field Sales (FS) Staff and DX Promotion Staff

Transparency of negotiation history

The connection between attendees and meeting events can be confirmed on immedio, and it is stored as customer information in the CRM.

Zero information fragmentation

By linking information from form responses, CRM, and meeting events, information silos in the sales field are eliminated.

Overview of the New Feature "Automatic Registration of Attendee Information"

This feature allows attendees registered through the meeting check-in form to be automatically registered as leads in immedio. Registered attendee leads are linked to the corresponding meeting event and displayed as "client-side attendees" on the meeting detail screen.

Main Features

Automatically register attendees who participated via the check-in form as leads in immedio

Link attendee leads to the corresponding meeting event

Display as "client-side attendees" on the meeting detail screen, with a click on the name leading to the lead detail screen

Automatically transfer meeting type and assigned user information to attendee leads

Automatically create attendee leads in the CRM through integration with Salesforce and HubSpot (if automatic lead creation is enabled for each integration)

Check-in Form Input Fields (Example)

Field

Content

Name

Full name of attendee

Company Name

Name of affiliated company

Email Address

Contact email (used for lead registration)

Job Title

Position of decision-maker/stakeholder (changeable by setting)

Click here for details on the check-in form feature

immedio Co., Ltd.

With the mission "Increase encounters that create the future," immedio provides the AI inside sales tool "immedio" that increases closed deals.

People who love what they create and seek to change society with it. People who seek new challenges to create a better tomorrow. The encounters between such "creators" and "users" circulate new value in society. A world where such people can meet stress-free when they should meet.

A world where people can immerse themselves in drawing a future together, thinking of each other.

We will realize such a future with the power of imagination and technology.

Company Overview

Location: 1-19-9 Dogenzaka, Shibuya-ku, Tokyo 1st Akebono Building 4F Representative: Hideki Hamada, Representative Director Established: April 1, 2022 Business Activities: Provision of AI Inside Sales immedio Service HP: https://www.immedio.io/

immedio

Automatically increases closed deals

AI Inside Sales

immedio Box

Increases deals from hidden hot leads. Nurturing AI

immedio Forms

Eliminates lost opportunities for deal closure at exhibitions Exhibition lead efficiency improvement

Other

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