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InitLive

Mar 14, 2018 9:06:00 AM by InitLive

Consistent Records Matter: Why CRMs Are Crucial For Events

No matter the size of your organization and number of events you organize, the details involved in planning, managing, setting up, running and analyzing the results are time-consuming and easily lost or forgotten. If one person tries to track everything, or a committee shares information, miscommunication and losing key elements in the process happens. Here are seven reasons you need software that includes Customer Relationship Management (CRM) as a full-time organizing partner:

KEEP UP WITH YOUR STAFF & VOLUNTEERS

Who's working within daily events and in what role? Do you have staff/volunteer coverage if someone calls out sick? Your volunteer profiles, maintained on a CRM, provide immediate access to people you've trusted to work previous events. If personal information (addresses, phone numbers) change, a CRM allows for immediate updating of data.

CONSTANT CONTACT WITH CLIENTS, DONORS & SPONSORS

The success of your business conference, fundraiser or sporting event depends on your clients, donors and sponsors. CRM tracks previous events, locates companies and individuals you worked with before, displays their previous contributions and involvement level and provides the opener for that phone call or email to ask for their continued generous support of this year's upcoming events.

TRACK THE ANALYTICS

The event's success depends on the results. How much money is raised, how many people attended the seminars and classes, who returned from last year, who gave more money (or less), what issues arose with ticket sales, volunteer recruiting and placement, communications, staffing and equipment set up? CRM tracks these situations and more - in real-time - so solving problems doesn't wait until the next event.

ASSIGN STAFF & VOLUNTEERS FOR YOUR EVENTS

Clipboards and sign-in tables are difficult to find in the hectic hurry of event day, and papers are easily lost and misplaced. CRM software schedules ensure everyone has a place and everyone is in place on time. Volunteer and staff strengths and preferences are recorded, measured and saved for the next event.

EMAIL & MARKETING CAMPAIGNS

Before you create the cause and build the event, you must let staff, volunteers and attendees know, and they will come. CRM software offers customized emailing and marketing capabilities for individual and company clients, sponsors and donors, reminding them your conference, fundraiser, seminar or festival is coming up; the invitation/reminder includes a call to action: save the date, donate now, sign up to volunteer, join us for all the action!

THANK YOU NOTES

Use a CRM to create filtered lists to thank everyone who participated, from volunteers and donors to corporations and sponsors. A little bit of appreciation can go a long way and a CRM makes it so easy, it's a no-brainer.

SAFETY. SECURITY. IT'S ALL IN ONE PLACE & IT'S MOBILE.

InitLive's software platform provides a safe and secure way to manage a variety of events from start to finish. Conferences, seminars, fundraisers, sporting events, festivals, trade shows, and day-to-day activities require many levels of planning, from finding the space to organizing volunteers, equipment and speakers to analyzing attendance and other metrics. Our software and mobile app form the quietest part of your team, yet speaks loudest for your abilities as an organizer. Watch a demo now to check it out!


For more resources, download our free volunteer registration form template to ensure you don't forget to ask any important questions

 

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    No matter the size of your organization and number of events you organize, the details involved in planning, managing, setting up, running and analyzing the results are time-consuming and easily lost or forgotten. If one person tries to track everything, or a committee shares information, miscommunication and losing key elements in the process happens. Here are seven reasons you need software that includes Customer Relationship Management (CRM) as a full-time organizing partner:

    KEEP UP WITH YOUR STAFF & VOLUNTEERS

    Who's working within daily events and in what role? Do you have staff/volunteer coverage if someone calls out sick? Your volunteer profiles, maintained on a CRM, provide immediate access to people you've trusted to work previous events. If personal information (addresses, phone numbers) change, a CRM allows for immediate updating of data.

    CONSTANT CONTACT WITH CLIENTS, DONORS & SPONSORS

    The success of your business conference, fundraiser or sporting event depends on your clients, donors and sponsors. CRM tracks previous events, locates companies and individuals you worked with before, displays their previous contributions and involvement level and provides the opener for that phone call or email to ask for their continued generous support of this year's upcoming events.

    TRACK THE ANALYTICS

    The event's success depends on the results. How much money is raised, how many people attended the seminars and classes, who returned from last year, who gave more money (or less), what issues arose with ticket sales, volunteer recruiting and placement, communications, staffing and equipment set up? CRM tracks these situations and more - in real-time - so solving problems doesn't wait until the next event.

    ASSIGN STAFF & VOLUNTEERS FOR YOUR EVENTS

    Clipboards and sign-in tables are difficult to find in the hectic hurry of event day, and papers are easily lost and misplaced. CRM software schedules ensure everyone has a place and everyone is in place on time. Volunteer and staff strengths and preferences are recorded, measured and saved for the next event.

    EMAIL & MARKETING CAMPAIGNS

    Before you create the cause and build the event, you must let staff, volunteers and attendees know, and they will come. CRM software offers customized emailing and marketing capabilities for individual and company clients, sponsors and donors, reminding them your conference, fundraiser, seminar or festival is coming up; the invitation/reminder includes a call to action: save the date, donate now, sign up to volunteer, join us for all the action!

    THANK YOU NOTES

    Use a CRM to create filtered lists to thank everyone who participated, from volunteers and donors to corporations and sponsors. A little bit of appreciation can go a long way and a CRM makes it so easy, it's a no-brainer.

    SAFETY. SECURITY. IT'S ALL IN ONE PLACE & IT'S MOBILE.

    InitLive's software platform provides a safe and secure way to manage a variety of events from start to finish. Conferences, seminars, fundraisers, sporting events, festivals, trade shows, and day-to-day activities require many levels of planning, from finding the space to organizing volunteers, equipment and speakers to analyzing attendance and other metrics. Our software and mobile app form the quietest part of your team, yet speaks loudest for your abilities as an organizer. Watch a demo now to check it out!


    For more resources, download our free volunteer registration form template to ensure you don't forget to ask any important questions

     

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