Plan and manage your events better by integrating CRM and Zoho Backstage

Plan and manage your events better by integrating CRM and Zoho Backstage

Organizing an event or a conference involves juggling between multiple tasks under significant time pressure. Making sure that every detail about the event is in place and organized can be arduous, especially if it's a big event and you are trying to do things manually. At this point, an event management application or planner can be a huge help. These tools come with a plethora of features that help you save time and effort, and at the same time, keep you organized.

One such tool is, Zoho Backstage—an all-in-one, mobile friendly event management application that lets you do everything, including website creation, ticketing, event promotion, attendee registration, and participant engagement, all under one roof. Every detail about the event like the number of tickets sold, the total number of attendees, and total revenue generated will be captured in Backstage for you to revisit anytime.

However, if your organization wants to get the most out of their events, this data should be accessible to the sales and marketing teams, too. That's why it's important to integrate CRM with Backstage so that the sales team can make use of the data.

When Backstage is integrated with Zoho CRM, you and your sales team can view the following statistics from right inside the CRM's campaigns module:
  • The total number of tickets bought
  • The finance flow—which shows the total expenditures, and money generated from sponsors and sold tickets
  • The number of checked-in attendees
  • The total revenue generated from the campaign
      
  • The list of sponsors, speakers, and organizers involved in the event

How can this data help your sales team?
  • Engage your attendees in prospecting
    Since the integration allows you to add CRM leads and contacts as participants, you can start the lead nurturing process right from here. Your attendees are all potential customers, so after the event you can get the list of leads and pursue them via emails, social media, and other channels.

  • Capture guests as new leads and begin nurturing
    Outside of existing leads and contacts, unknown attendees can be added as guests to your event in CRM. The integration will allow you to automatically add these guests as leads or contacts.

  • Engage your attendees intelligently by keeping an eye on their interests
    The sales and marketing teams will always have a list of potential attendees available, which will help them engage in an intelligent conversation with their customers. For example, the customers who have already attended an event on a new product launch can be filtered and sent an invitation for another event that discusses the best ways to use the product or another, similar targeted campaign.

  • Send early-bird invitations to previous attendees
    Consistent interaction with attendees will give the sales team a better understanding of their interests. These potential attendees can be invited in the future for relevant events. That way, you will make sure they are always aware of upcoming events and they'll feel valued to be given preference.
In conclusion, an event management application that is readily integrated with CRM can help sales, marketing, and other teams to be on the same page when it comes to customer data. It provides a single platform where all your teams can work together efficiently.

Please read our  help doc to learn about setting up integrations, and other important details. Share your suggestions and feedbacks by commenting below.

Regards,
Anumita Gupta