The CRM Event Manager takes all the main concepts of Event Management and Membership maintenance and delivers a pragmatic and highly effective management tool that is installed on top of the Sage CRM platform. It is completely integrated into Sage CRM so that all the benefits of CRM including designs of user interface, searching, reporting and document management are available.
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.
CRM Event Manager allows you to create sub-events that are can avail of all the features of an Event, but be part of a larger more comprehensive event activity.
Each of the sub-events in these streams may have different attendance limits and also different attendance costs.
CRM Event Manager includes support for pricing, sponsorships and attendance profiles. This enables you to set up attendees on differing price scales depending on your market segmentation, and to control what numbers are attending at discounted/differing pricing.
In the Profiles and Sponsors tab Companies can be set up as a Sponsor, allowing the system to track how much they donated to the event. The total amount of sponsorships is calculated and appears on the Event Summary Screen in the Sponsorships Fees field.
Also in the Profiles and Sponsors tab you the ability to apply different pricing depending on your event criteria.
In this Tab you control the event attendance. You can add individuals to the event and remove them. You can also set their attendance status, ’Cancelled’, ’Confirmed’, or ’Pending’. To add a person to the event then their membership must be enabled.
The Event Manager utilises CRM functionality by allowing Groups created through MyCRM to be imported directly into the Attendee List.
A new Group is created in CRM with all the functionality of CRM Groups, including Group Email, for Event updates
The Equipment Tab allows any number of expense items to be listed against the Event. The Equipment screen allows for the cost of all Equipment to be recorded .
Equipment costs are presented on the Event Summary screen and Budget Chart.
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.