- EVENT PLANNER PRO SOFTWARE HOW TO
- EVENT PLANNER PRO SOFTWARE SOFTWARE
Running a business of any kind requires managing lots of details, processes and communications among staff and clients. Event CRM Platform for Venue and Event Planning Businesses NOTE: You may fall into both, in which case an all-in-one platform like Planning Pod would be a good fit. We are going to look at these two different audiences and the primary CRM system functions that you should look for, depending on which audience you fall into.
Event management professionals (like meeting and event planners) who want a CRM to help them run their events (like ticketing / event registration, attendee management, event marketing / email marketing and task management). Hospitality and event-related businesses - such as event venues (including reception halls, wedding halls, restaurants, hotels, golf clubs), event planners (including meeting planners, wedding planners) and event vendors (like DJs and florists) - who want a CRM to help them run their business functions (like lead/sales management, contact management, collaboration/communications and data/process automation). For the events industry, these audiences fall into two primary groups: Often these tools are considered enterprise-level because of their “big data” capabilities, and so they sometimes carry premium pricing due to their complexity.įor event management platforms that offer CRM solutions - usually in the form of software-as-a-service (SaaS) - often you will find a combination of these tool types knitted together so that they best serve the intended audience. Here, the focus is on improving customer satisfaction and retention with tools for streamlining email and text communications with your customer base easily sharing files, notes, images and other resources with staff and clients and optimizing customer communications via a number of modes, including phone calls and social media platforms as well as email and SMS.įinally, analytical CRM tools are all about collecting and compiling customer data and turning that data into meaningful insights and directives (often called “data mining”) that can help you forecast trends and adjust processes and initiatives for maximum effect. Next there are collaborative CRM features that can help you improve customer interactions and communications as well as collaboration between team members. Often these features are attractive to venues and event planners as well as event marketing and sales staff because they involve marketing automations, sales automations and contact management. 
EVENT PLANNER PRO SOFTWARE SOFTWARE
So let’s begin by covering the three types of functionality that CRM software solutions can offer.įirst, there are operational CRM tools that consolidate and streamline business processes. The term “CRM” is one that is oft misunderstood, mainly because it means different things to different people.
EVENT PLANNER PRO SOFTWARE HOW TO
Owner, Planning Pod How to choose the best event CRM software for your needs.
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