Use Customer Relationship Management (CRM) in Event Marketing and Management

Idealsoft CRM for Event Management will improve its current operational processes and provide better responsiveness to your customer needs and expectations.

The key benefits of Idealsoft CRM for Event Marketing and Management are:

Flexible Event Registration & Management
Manage event creation, speaker, response management, registration and billing for events. Create nametags, attendee lists, event budgets, and manage & track your communications to event participants from a single interface.

Easy Publication & Directory Management
Manage and maintain directories and member lists for a variety of uses both on and offline. Self-maintaining online member and contact directories. Export capability for your print house.

Complete Contact and Participation History
Take advantage of CRM (Customer Relationship Management) capabilities and easily keep a complete history of various types of interactions with members, prospects, and others. Generate pre-formatted reports to identify and communicate with low participation members.

Time-Saving Online Member Profile Updates
Allow your customers to securely maintain their own member profile online, including the ability to update their personal and company contact information, publication and directory listings, and almost any detail relating to their membership. You retain approval rights over all changes made!

Fast & Easy Online Event Registration, Renewal & Payment
Create and manage a web-based calendar with full registration and online credit card payment capabilities. Event registrations and payment information are automatically imported into CRM. A major time saver!

Idealsoft Customer Relationship Management design for Event Management, built on the Microsoft CRM Framework

Modules

Portal & Collaboration Events eDM Event Registration Appointment Booking News / Announcement Training Discussion Forum Survey Management Content Management Meetings Management Document Collaboration Information Analysis Event / Campaign Success Measurement Survey Result Forecast / Budget KPI Service Level Result Analysis Management Reporting

Information Analysis Events Planning Create Speaker / Trainer info, flight, accommodation & transport Delegate, Sponsors, Guest, Media relationship management Events Creation Profile customers to invite them to match customer to events Create Marketing Campaigns Send out invitations by preferred contact method Automatically manage follow-ups and confirmations including response management Events Registration Event Registration Payment and Confirmation Generate pro-formats and pass through billing information to the accounting system (different price levels can be set up based on criteria) Printing name badges, labels and attendee lists Hold budgeting information and track actual costs against budget by event Events Execution Manage, store and analyze Event feedback forms Events Changes, Postponement or Cancellation Appraise Speaker / Trainer Information Creation and Printing of Class / Seminar Certificates Post Event management activities Post Event Customer Services