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Capture information effortlessly and accurately to improve productivity of event staff, plan future events more effectively and use event data to enhance your customer relationships.
Events4SageCRM™ provides an easy to set up and use corporate events management system with seamless integration into SageCRM.
Events4SageCRM™ Integration
Because Events4SageCRM™ provides complete and seamless integration with SageCRM all event management can be carried out within the familiar SageCRM environment. SageCRM contact records can be linked to events and correspondence tracked by integration with Microsoft® Outlook™ or IBM® Lotus® Domino™.
The integration enables management and classification of attendees through a graphical pipeline and full reporting of events utilising SageCRM reports and dashboard elements, enabling the success of each event to be measured.
Events4CRM™ in Practice
- Quickly and easily create new events
- Link invitees via the Groups function
- Dynamically report on event details including related records
- Analyse events by assigned staff members, attendees and other key views
- Manage assigned event tasks through personalised My CRM dashboards
- Get a big picture view of currently assigned events with one-click drill down.
- Capture and record attendee feedback from events
FAQ's
What versions of SageCRM are supported?
The Events4SageCRM module is supported for SageCRM releases 6.2a and greater.
Can access to Event records be restricted?
Yes, like all primary CRM entities Events can be restricted using standard SageCRM Security Profiles.
Can I schedule multiple events?
The system caters for multiple Event scheduling and management.
Can I add group of contacts to an event?
Individual or multiple contacts can be linked to an Event, either from the RSVP tab on the Event record or from the "Link to Event" tab on the company and person records.
To arrange a free business impact assessment and demonstration of Events4SageCRM™ in practice, please contact us.
Our consultants have direct project experience in working with business users with complex event management requirements to deliver a solution that is perfectly tailored to your needs.
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