Case Study: CPA Global achieves 30% cost savings and 24‑hour lead import with Cvent Universal LeadCapture

CPA Global - Customer Case Study

CPA Global, a leading provider of IP and patent management software, faced fragmented marketing, sales, and events systems that left event teams manually entering leads and losing time and data quality. Sharon Summers, Director of Global Events, spent hours after each show transcribing business cards and conversations, creating delays of up to seven hours per event (and even days in some cases), missed follow-ups, and significant costs.

By integrating Cvent’s Universal LeadCapture into their tech stack, CPA Global enabled onsite scanning, qualifying questions, routing to reps, and rapid Salesforce imports—often within 24 hours. The change eliminated days of manual work, saved about $8,000 and seven hours per event, delivered roughly 30% cost savings overall, improved lead quality and speed to follow-up, and positioned Sharon and CPA Global as more innovative and event-focused.

CPA Global

Sharon Summers

Director of Global Events