Perfect event management in just a few steps
Do you want to organise your own events, run them successfully and then follow them up sensibly? Can't do that without an expensive event manager? You thought wrong!
Event management with the CRM
CRM stands for Customer Relationship Management, as you probably already know. However, the functionalities go far beyond the benefits for the individual sales employee. As long as your company is in contact with people or companies in any way, the chances of needing a CRM are very high. Especially in the area of event management, this opens up unimagined possibilities for many users.
Organising an event always means a long to-do list - the preparation, the execution and the sensible follow-up. Many companies employ event managers for this purpose in order to save internal resources or out of concern that the expertise is lacking internally. This is where CRM can help and make work easier at every stage of your event. Don't you think so? Then let's get started...
From preparation & planning to successful implementation
With a CRM, you can create a standard process for your event planning. This means you no longer forget any important steps, from booking the location to sending tickets to your visitors - completely customised to your needs. And once successfully set up, you no longer have to start from scratch with every new event.
The next step is to select and segment potential participants from your contacts. The invitations can then be personalised and sent directly to the desired clientele by e-mail. You can create the invitation in your company's design yourself with just a few clicks directly in the software. You can also use the CRM to integrate a registration form on your website to request all the necessary information. Or you can create your own landing page for the event, the link to which you can also share via your social networks, for example. And all without any programming effort!
What happens if someone then fills out the form who was not directly invited by you? You can also track this registration directly and the new prospect is immediately stored as a contact in your CRM system.
During the invitation process, you can of course see at any time how many people have already registered. The other invited contacts who have not yet responded can simply be reminded again by e-mail or called personally with a few clicks after a desired period of time. Shortly before the event, send another personalised email with the most important information about the event to round off the customer experience perfectly.
If it is a paid event, you can also process the billing directly via your CRM solution and send QR codes or registration confirmations to the registered participants.
The day has come...
The day has arrived - your event is taking place. With on-site check-in and a list of registrations exported in advance from the CRM, directly in the system on your end device or by scanning the QR codes assigned by the CRM system on the tickets, you can register every participant quickly and easily. And all without your own device, simply with your mobile phone and the right app.
What happens afterwards?
The event has taken place and you have already recorded and noted internal feedback. Thanks to your CRM system and the on-site check-in, you know exactly who of the registered participants was actually there. You can now simply select these people and contact them by e-mail with a thank you e-mail, an offer or another message.
It is also possible to add a survey form to this message, quickly and easily created in the CRM, to obtain direct external feedback about your event. This gives you the opportunity for comprehensive reporting and a qualitative follow-up of your events.
And what was the benefit of attending an event?
As a networker, you are probably a guest at many events in addition to your work as an event organiser. In retrospect, the question often arises as to whether you were able to achieve the goals you set in advance. With a CRM system, this is easy to check and analyse. With just a few clicks, for example, you can determine how many contacts you have made at an event and subsequently how many interested parties have actually resulted from this.
Our conclusion
Once you have created well thought-out processes for different types of events, they can be used again and again, saving you administrative costs and giving you more time for organising content. As an event visitor, a CRM system also helps you to
Events often have recurring elements and the organisation is always similar. Nevertheless, a lot of time is "wasted" each time on administrative processes instead of focussing on creating exciting content. You can change this with a CRM system.
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