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Event Management

CRM applications can be adapted to include event functions that manage each process to plan and follow-up seminars, workshops and other events.

Dedicated event functionality can be implemented that will:

  • Enable users to quickly pick invitees from a contact list, or automatically select people based on query rules
  • Track event total budget costs
  • Link leads and opportunities to events to track actions and assess the return generated
  • Detailed attendance histories that are accessible from each contact record
  • Send automated event reminder emails to attendees and post event feedback requests
  • Manage all associated parties including event venues, presenters, catering and equipment
  • Link with event calendars which are accessible via Outlook or web browser

Event based dashboards summarise response rates, attendance %, leads generated and other event metrics to help organisers assess the return from each event.

Our event tools have been deployed to help businesses manage corporate events, webinars, open days, training courses and even stag party bookings.

Find out more

Contact us to find out more and discuss how CRM can be adapted to help you plan and manage your events.

 
 
 
 
 
 
 
 
 
 
 
 

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