Event planners are known for their attention to detail. They plan events that cater to the needs of their clients, and they take great pride in executing these plans flawlessly.
The problem is, event planners also have a business to run and this can get complicated when you're juggling these two things at once.
How do you manage your time so that you stay organized while still meeting all of your deadlines? You need an event management CRM!
How CRM helps event planners?
CRM is designed to help customers with their day-to-day interactions. It allows businesses to track the status of all customer relationships, whether they are new or established.
CRM for event planners is no different. It helps them manage their client relationships and achieve better results by streamlining communication between stakeholders like sponsors, venues, vendors, etc
CRM software helps you keep track of all the new and existing relationships with your clients. Event planners can use it to accomplish a number of tasks:
- Keep every client contact organized in one place, including notes about past interactions.
- Track important details like when they first contacted you and what their needs were at that time (i.e., availability of a venue or an idea for their event).
- Schedule emails, calls, and meetings with all your clients.
- Manage customer relationships from one dashboard without having to jump between different screens.
CRM for event planners is essential if you want to guarantee the success of every single client interaction. You can look at customer relationship management in one of two ways.
The first way is through the lens of human interactivity. Event planning is incredibly interaction-driven. Everything you do requires direct communication with multiple stakeholders.
As an event planner, you’re the go-to individual who ensures the event runs smoothly from start to finish.
From that perspective, customer relationship management is anything you do to guarantee effective communication between yourself and the many other vendors working together to create a successful event.
The second way is through the lens of technological management. Event planners are known for their attention to detail.
They plan events that cater to the needs of their clients, and they take great pride in executing these plans flawlessly.
There’s a technological side to this as well, and CRM is designed to help businesses track the status of all customer relationships, whether they are new or established.
Here are some of the CRM software benefits event planners can use to increase their revenue and make the work easy.
1. Event Hub
Event Hub is one of the most important modules for event planners because it provides a dashboard that is user-friendly and includes batch updates, notification pushes, and more.
Event Hub enables you to keep track of all your events in one place with just the click of a button. You can create special filters that let you group tasks by date or priority.
- Streamline event logistics
With Event Hub, the entire process is simplified so you don’t have to jump between multiple screens when working on your events.
You will be able to organize every aspect of an event with just one click from sporting activities and live entertainment to the venue and accommodation providers.
- Access all your event information in one place no matter where you are
With this cloud-based platform, you can access your events from anywhere at any time without having to carry around a heavy binder of papers or folders filled with notes about past interactions.
Cvent is a powerful cloud-based event management platform. It offers a comprehensive suite of tools and features for both vendor and attendee engagement, as well as for analytics that can help you improve your operations from lead generation to the execution of the event and beyond.
- Collaborate with venues
By sharing information on Cvent’s mobile app, planners and venues can communicate and collaborate at lightning speed.
They can also use the platform to share documents, such as floor plans and blueprints, that will help streamline event management logistics.
- Access a global network
By using Cvent’s sourcing technologies you get access to more than one million potential vendors in over 150 countries around the world.
- Easily manage multiple events
Event planners work with dozens of different projects at any given time, and Cvent makes it easy to keep track of them all in one place. You can quickly schedule event tasks across teams by creating custom lists that are based on location or priority levels.
- Access analytics for lead generation
Event planners can use Cvent to track event activities and results. They will be able to see what worked, who was contacted, which tasks were completed or not scheduled is all of this information is available on a single screen, so you don’t have to spend hours looking for the data points that matter most.
GlueUp is a nonprofit CRM that makes it easy for event planners to keep track of relationships with all their partners. It’s an intuitive platform that focuses on improving communication and streamlining workflows, which will help you save time when planning events.
- Automate membership renewals
GlueUp can be used by nonprofits to streamline the process of membership renewal so that you don’t have to spend your time chasing down members who are late on payments.
You can also use GlueUp to send out reminders and notify partners when it’s their turn for renewals.
- Track events in one place
With this CRM solution, event planners can keep track of all their events in one place. It’s a cloud-based platform that provides a mobile membership directory so you can easily access your partners and attendees from any location at any time.
- Be organized
While GlueUp is helpful for nonprofits, it also has features designed specifically to help businesses manage contacts as well. Event planners can create custom lists for group partners and attendees by location, status, or priority level.
- Save time
GlueUp makes tracking event tasks easy with the “batch update” feature that helps you complete multiple updates simultaneously - such as adding new members or completing payments for past invoices.
4. Zoho CRM
Zoho CRM is the most cost-effective, comprehensive option on the market today. It is user-friendly and offers a broad range of features that can help event planners improve their operations from lead generation to reporting - all with just one platform.
- Collaborate in real-time
Zoho CRM provides a platform that allows event planners to communicate and collaborate with colleagues, partners and vendors from anywhere at any given time.
- Generate better reports
With the help of this cloud-based solution, you can access all your data in one place so you can analyze it more easily. The platform allows you to filter data by specific criteria so that reports are better tailored to your needs.
- Convert leads
You can use Zoho CRM to manage and track all of the online and offline interactions with potential clients, partners, and attendees as it’s a way for event planners to build relationships more successfully over time.
- Manage all your events
With this platform, you can keep track of contacts, schedules, and tasks for dozens of different events at once. It helps make event planning more efficient since everything is in one place - available on a mobile app so you stay connected no matter where you go.
Eventmobi is one of the leading CRM solutions for event planners. It’s a complete platform that offers an intuitive dashboard, custom client database management tools, and dedicated apps to engage your clients both during events as well as before and after.
- Manage tasks more efficiently
With Eventmobi you can schedule all event tasks across teams by creating custom lists based on location or priority level. The platform’s dashboard displays a complete overview of tasks and deadlines so it’s easier to manage all your events in one place.
- Manage clients
With Eventmobi you can keep track of contacts, schedules, and tasks for dozens of different events at once - everything is available on a mobile app so you stay connected no matter where you go.
- Reduce workload
With this platform, event planners can 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 instead get back to planning events.
- Engage attendees
Eventmobi offers a virtual space, event networking, and registration tools to help engage your clients and attendees both during as well as before and after events. There are appointment tools, polls, and surveys, feedback resources, etc. which are all designed to make it easier for you to retain members over time.
CRM platforms are a valuable addition to your business which is they can help you streamline processes and generate better reports, among other benefits.
However, if you don’t have the time or resources to manage all of this on your own, it may make sense to look into using an outside service provider to offer these services as part of a complete solution that also includes live chat and messaging.