Before Mobly, Pattern’s event workflows were manual, fragmented, and inefficient. Reps relied on a mix of business cards, badge scanners, and spreadsheets to track leads—often resulting in missing or delayed data in the CRM. Without a consistent system, attribution was nearly impossible, making it difficult for marketing to measure event ROI or for sales to follow up reliably.

Pattern implemented Mobly across all event types, from their flagship Accelerate summit to trade show activations, equipping reps with a simple, mobile-friendly app that replaced scanners, spreadsheets, and manual uploads. With Mobly, lead capture became consistent and easy, and CRM data was instantly enriched with tags and follow-up assignments. The platform streamlined post-event workflows, eliminating the need for marketing to chase down sales reps for lead details.

Since adopting Mobly, Pattern has seen a measurable improvement in both the quantity and quality of their event data. Lead capture volume has increased significantly, not because more conversations are happening, but because Mobly ensures every interaction is recorded and attributed. Follow-up is faster and more organized, with reps assigning ownership and next steps directly within the app. Most importantly, marketing and sales now have full visibility into how events drive pipeline—allowing Pattern to confidently invest in what’s working and finally close the loop between events and revenue. As the team put it, Mobly isn’t just a tool—it’s a must-have.