Implementation Year
2018
Solution enviroment
Industry
CROSS-INDUSTRY
Line of Bussiness
CROSS
Regions
Global
Product type
Add On
Event Management
Your fast solution for event planning.
EN
ES
DE
ZH-HANS
FR
RU
Situation
As an event planner, you use various Excel lists and Outlook for your planning. The locations are selected according to your previous experience. The manual data transfer proves to be time-consuming and requires maximum concentration from you.
Challenges
You plan events, invite attendees, monitor registration status on attendee and waiting lists, send registration confirmations and reminders, check in attendees on the day of the event, and send invoices, documents, and follow-up e-mails afterward.
Solution Inovation
- Event Management is the planning tool for planners of small and medium-sized events. Quickly and easily create events and invite your leads, participants and target groups to them. Evaluate venues according to individual criteria and always find the right place for your event. Track your select group of participants in your smart participant list. You can control reservations and waiting lists in a targeted manner. In addition, cancellations are detected and substitutes are informed directly.
- Registration confirmations and reminders are sent out, participant check-in is controlled, and documents are sent after the event - all directly from the Sales Cloud. An interface to existing self-service or booking portals and invoicing via the ERP are possible on request.
Value drivers
- Planning and handling of trainings, workshops, webinars and other small and medium-sized events directly in the Sales Cloud
- Invite leads, contacts, employees and target groups in a targeted manner
- Generate invitations quickly and easily with text modules
- Interested parties and participants are kept up-to-date by automated mails
- From "first come, first server" to seat reservations and waiting lists, you can consciously influence the number of participants and their occupancy
- Confirm participation directly in the Sales Cloud and greet participants with a "warm welcome" by e-mail
- Store important information on the event or directly on the status to the attachment
- Invoice events subject to payment via ERP interface
- Extension of the 360° customer view to include the event participation overview
