Top 5 CRM For Event Planners to Achieve Success in Every step

CRM for event planners is essential if you want to guarantee the success of every event. It helps you to manage client relationships and achieve better results by streamlining communication between stakeholders like sponsors, venues, vendors, etc

Top 5 CRM For Event Planners to Achieve Success in Every step

Event planners are well-known for their meticulous attention to detail. They plan events that cater to the needs of their clients and take great pride in flawlessly executing these plans.
The issue is that event planners also have a business to run, and juggling these two things at the same time can be difficult.
How do you manage your time to stay organized while meeting all of your deadlines? You require a CRM for event management!

How does CRM assist event planners?
CRM is intended to assist customers in their day-to-day interactions. It enables businesses to keep track of the status of all customer relationships, whether new or established.
CRM for event planners is no exception. It assists them in managing client relationships and achieving better results by streamlining communication between stakeholders such as sponsors, venues, vendors, and so on.
CRM software allows you to keep track of all new and existing client relationships. It can help event planners with a variety of tasks, including:
Keep track of all client contacts in one place, including notes from previous interactions.

Keep track of important information such as when they first contacted you and what their needs were at the time (i.e., availability of a venue or an idea for their event).
Plan emails, phone calls, and meetings with all of your clients.
Manage customer relationships from a single dashboard without having to switch between screens.

CRM for event planners is required if you want to ensure the success of every client interaction. There are two approaches to customer relationship management.
The first approach is to look at it through the lens of human interaction. Event planning is extremely interactive. Everything you do necessitates direct communication with a variety of stakeholders.

As an event planner, you are the go-to person who ensures the event runs smoothly from beginning to end.
Customer relationship management, in this context, is anything you do to ensure effective communication between yourself and the many other vendors working together to create a successful event.
The second approach is to look at it through the lens of technological management. Event planners are well-known for their meticulous attention to detail.
They plan events that cater to the needs of their clients and take great pride in flawlessly executing these plans.
There is also a technological aspect to this, and CRM is designed to assist businesses in tracking the status of all customer relationships, whether new or established.

Here are some of the CRM software advantages that event planners can use to increase revenue and make their jobs easier.

  1. Event Hub
    Event Hub is one of the most important modules for event planners because it provides a user-friendly dashboard with batch updates, notification pushes, and other features.
    With the click of a button, Event Hub allows you to keep track of all your events in one place. You can create custom filters to group tasks by date or priority.
    Streamline event planning
    The entire process is simplified with Event Hub, so you don't have to jump between multiple screens when working on your events.
    With a single click, you will be able to organise every aspect of an event, from sporting activities and live entertainment to venue and accommodation providers.
    No matter where you are, you can access all of your event information in one place.
    You can access your events from anywhere at any time with this cloud-based platform, eliminating the need to carry around a heavy binder of papers or folders filled with notes about previous interactions.
  2. Cvent
    Cvent is a powerful cloud-based event management platform. It provides a comprehensive set of tools and features for both vendor and attendee engagement, as well as analytics to assist you in improving your operations from lead generation to event execution and beyond.
    Cooperate with venues
    Planners and venues can communicate and collaborate at breakneck speed by sharing information on Cvent's mobile app.
    They can also use the platform to share documents like floor plans and blueprints to help with event management logistics.
    Gain access to a global network
    By utilising Cvent's sourcing technologies, you gain access to over one million potential vendors in over 150 countries worldwide.
    Manage multiple events with ease.
    At any given time, event planners work on dozens of different projects, and Cvent makes it simple to keep track of them all in one place. By creating custom lists based on location or priority levels, you can quickly schedule event tasks across teams.
    Utilize analytics for lead generation.
    Cvent can be used by event planners to track event activities and outcomes. They will be able to see what worked, who was contacted, which tasks were completed, and which were not scheduled. All of this data is available on a single screen, so you don't have to spend hours searching for the most important data points.
  3. Glue Up
    GlueUp is a non-profit CRM that helps event planners manage their relationships with all of their partners. It's a user-friendly platform that focuses on improving communication and streamlining workflows, allowing you to save time when organising events.
    Membership renewals should be automated.
    Nonprofits can use GlueUp to automate the membership renewal process so that you don't have to waste time chasing down members who are behind on payments.
    You can also use GlueUp to send out reminders and notify partners when their renewals are due.
    Track all of your events in one place.
    Event planners can keep track of all their events in one place with this CRM solution. It's a cloud-based platform with a mobile membership directory that allows you to easily access your partners and attendees from any location at any time.
    Be prepared.
    While GlueUp is beneficial to nonprofits, it also has features designed to assist businesses in managing contacts. Custom lists can be created for group partners and attendees based on location, status, or priority level.
    Time is money.
    GlueUp makes tracking event tasks simple with the "batch update" feature, which allows you to complete multiple updates at once, such as adding new members or paying past invoices.

    4. Zoho CRM
    Zoho CRM is the most affordable and comprehensive solution on the market today. It is simple to use and provides a wide range of features that can assist event planners in improving their operations, from lead generation to reporting - all from a single platform.
    Real-time collaboration
    Zoho CRM provides a platform for event planners to communicate and collaborate with colleagues, partners, and vendors from any location at any time.
    Improve your report generation
    With the help of this cloud-based solution, you can access all of your data in one location for easier analysis. The platform allows you to filter data based on specific criteria, resulting in reports that are more tailored to your needs.
    Lead conversion
    You can use Zoho CRM to manage and track all of your online and offline interactions with potential clients, partners, and attendees, allowing event planners to build stronger relationships over time.
    Organize all of your events
    You can use this platform to keep track of contacts, schedules, and tasks for dozens of different events at the same time. Because everything is in one place - available on a mobile app so you can stay connected no matter where you go - it makes event planning more efficient.

    5th, Eventmobi
    Eventmobi is a leading CRM solution for event organisers. It's a complete platform with an intuitive dashboard, custom client database management tools, and dedicated apps to engage your clients before, during, and after events.
    More effective task management
    You can schedule all event tasks across teams with Eventmobi by creating custom lists based on location or priority level. The dashboard of the platform provides a comprehensive overview of tasks and deadlines, making it easier to manage all of your events in one place.

    Client management
    With Eventmobi, you can manage contacts, schedules, and tasks for dozens of different events all at once - everything is accessible via a mobile app, so you can stay connected no matter where you go.
    Reduce your workload.
    Event planners can use this platform to automate membership renewals and reduce the amount of time spent chasing down members who are late on payments - it's a way to streamline your workflow so you don't spend all day managing contacts and can instead focus on event planning.
    Attendees should be engaged.
    Eventmobi provides a virtual space, event networking, and registration tools to help you engage your clients and attendees before, during, and after events. There are appointment tools, polls and surveys, feedback resources, and so on that are all designed to help you retain members over time.

    Conclusion
    CRM platforms are a valuable addition to your business because, among other things, they can help you streamline processes and generate better reports.
    If you don't have the time or resources to manage all of this on your own, it may make sense to consider hiring an outside service provider to provide these services as part of a comprehensive solution that also includes live chat and messaging.
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