Manager's request
- Sales teams run hundreds of small HCP training sessions every year.
- Many sessions have only two or three attendees.
- There is no consistent way to know who attended what.
- Salespeople need to capture attendance easily on phones or tablets.
- Attendees must exist in Salesforce, linked to the correct event.
- Marketing ops cannot build or manage hundreds of individual forms.
- The solution must work for both in-person and online sessions.
- It must not create massive operational overhead.
On the surface, this sounds like:
“We need a better form.”
In reality, the real problem was:
“We have no clear, scalable way to identify events and tie attendees to them.”
That is a data architecture problem, not a form design problem.