Event management
We have implemented numerous customized event management solutions for
Microsoft Dynamics CRM which combines our client’s individual needs with
event management best practises. Using a combination of bulk emails, sms’s,
vforms (RSVP pages) combined with MS CRM’s out-the-box functionality
(marketing lists & workflows), we have created solutions that were put
together in a fraction of the time one would typically expect to create
professional, event-customized solutions.
Any any point, the event
manager can see the number of registrations, unique requests for additional
information, as well as specific users that have registered. This also makes
it easy to send subsequent invitations depending on whether a person has
already registers or not.
A typical implementation would consist of
the following:
Pre
Event:1. Managing marketing lists, i.e. selecting
contacts, accounts or leads to invite.
2. Creation of landing pages
(capture RSPV’s), often customized per specific event (e.g. Golf shirts
size, food preferences, requirement for transport). This might include a
custom HTML template or just a custom header image.
3. Creation of
initial email content including the initial invitation, RSVP confirmation
email and subsequent invitations.
4. Creation of Aide Memoires, email
event reminders and SMS reminders.
Post Event:
5. Thank you for attending emails/SMS.
6. Surveys regarding event.
With Version206 tools, together with MS CRM, all these steps can easily
be performed in a professional manner to ensure your events are run smoothly
and effectively and your customer’s are impressed. Below a sample data flow
diagram of a planned event in MS CRM.