The CRM Event Manager will enable you to optimize the efficiency and productivity of
managing your activities, resources and schedules through a highly effective Event Management module.
Extend the value of your business relationships by centralizing, standardizing and systemizing the entire Event lifecycle, from creation through to completion or renewal.
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The Event Management Facility provides the ability to create articulate profiled information on your Event including all critical metrics for the Event. Therein it is required to regulate the communications and contacts around the Event itself including the Attendees themselves, Supplier, Partners, etc.
During the Event Life Cycle, it is expected to evolve various facets of business around the Event, including business Opportunities, Customer Service enquiries and issues and even Leads for new business.
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Every Person in the CRM database is potentially a Member. Once established, as such, they are eligible to attend Events once they are within their renewal period.
The Membership details can be extended as required to fully profile what a Membership
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Every Member can attend an Event, based on the criteria allowed for each Event.
This can be base on logical rules set up within the Event workflow.
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