Event Management for Microsoft Dynamics CRM

Transcription

1 Business Solution Event Management for Microsoft Dynamics CRM A flexible, cost-efficient, and user-friendly solution for event planning fully integrated into the wellknown Microsoft interface. Perfect Event Management Organize and execute seminars, events, exhibitions, in-house trade shows, and even large-scale events with ease thanks to software-driven support Interact in a professional and structured manner with VIP guests from the political, business, and social arena Centralized Address Management: Access Does this sound familiar...? Event planning always takes longer than originally estimated? The complexity of your event cannot be mapped in your central customer database, forcing you to maintain redundant lists? It takes a huge effort to keep an overview of the invitation status? contacts with all relevant information, including forms of address, titles, functions, and create profiles for various institutions Well-structured process, activity, and appointment management; correspondence and mass mailings Events and trade shows are essential communication channels that countless associations, foundations, and companies have come to rely on. However, traditional CRM and customer management systems are not able to map the full complexity of events, making the organization of such events a highly difficult and time-consuming task. Personalized print media, e.g., letters, A large range of different formats, databases, and programs also make the planning and implementation processes more prone to error and significantly limit the ability of performing a post-event analysis. Standard integration into popular Microsoft The Solution: An Event Tool Based on Microsoft CRM The solution offers a planning tool that centrally bundles all relevant information and intelligently integrates it into familiar Microsoft Office applications. This means you can create mailings, send invitations, process replies, as well as plan dates, the program, and venues from a central location, in addition to documenting your work and performing success analyses. badges, labels, table cards, and signs Manage central address data simply and securely Office products and systems

2 Bild wird ersetzt Advantages of Microsoft CRM Rapid introduction thanks to deep integration and familiar Microsoft user interface Flexible, comprehensive solution: Can be customized to meet all your individual needs Cost-efficient event management solution thanks to building on Microsoft Dynamics Highly user-friendly and intuitive software, minimizing the need for user training Event Management: Custom-Tailored to Your Needs and Seamlessly Integrated into Microsoft Dynamics CRM Our extensive industry expertise, a project methodology successfully proven in various projects, and wide-ranging know-how in the Microsoft environment guarantee your success. As a Microsoft Gold Certified Partner with longstanding experience in implementing Microsoft Dynamics CRM, we specially developed the solution for this Microsoft platform. Take advantage of the latest technology available and trust in our decades of experience. Simple, Reliable, and Flexible Event Management The event management module for Microsoft CRM provides all functions required for professional event management. It is based on the Microsoft Dynamics CRM customer management system and can be directly integrated into your Microsoft CRM solution. If you are not using Microsoft Dynamics CRM, we are happy to offer consulting. The high level of integration and the well-known CRM interface mean that you will be ready to go in just a few days, also owing to the familiar and intuitive Microsoft interface. High usability results in short training times and ensures that your employees will be happy using this new software. The arvato Systems event management system can be customized to meet your specific requirements. You can either use your existing Microsoft CRM platform or build your system step-by-step at your own pace based on Microsoft Dynamics CRM. The event management tool fully integrates with Microsoft Dynamics CRM. So there is no need to invest in a new infrastructure.

3 arvato Systems Event Management Based on Microsoft Dynamics CRM Helps You with the Following Tasks: General Event Management Plan your entire event with the event management tool. Centrally manage all relevant information such as, e.g., locations, rooms, sponsors, organizers, participants, hotels, and driving service providers. Create individualize or mass mailing invitations, plan invitations in multiple stages, or offer your guests the possibility of signing up and registering via an existing customer or web portal. You decide how to address your target audience and maximize your reach. After the event, you can document and analyze the results in a structured manner that offers easy access to all collected data and results. Committee and Panel Management Use the solution to map your committees and panel meetings. Store all relevant information concerning the panel members at a central location, including personal history and function, date joined/left, election & re-election date, date of appointment, and status. Manage and archive important documents and send them to the committee or panel members on demand. Allocate participating members and locations to the next meeting, and send out invitations via or as a mass mailing. Member Service Management Digital Member Record Maintain an overview of your members. Manage address and member data such as the date joined and member number, and document all business processes and activities, including s, mass mailings, or phone calls. Manage all member services and queries. Conveniently analyze your member data and optimize the service and form of address. Manage Large-Scale Events Plan, organize, and supervise large-scale events held, e.g., as part of your sponsoring activities. Benefit from application-driven sponsor support and the implementation of sponsoring measures, and perform activities and scheduling tasks from within Dynamics CRM.

4 Qualification programs and offerings for employee education and development of leadership skills Exhibitions, Trade Shows, and In-House Trade Shows Organize vocational training and qualification offerings for internal customers. The event management tool supports you along the entire process, facilitating organizational tasks to prepare, implement, and post-analyze management workshops offered as part of human resources development projects. Coordinate ongoing qualification offerings and manage the utilization of internal and external trainers. Stay on top of planning your next exhibition. Manage address and communication information of exhibitors, store exhibition spaces and floor plans in the event management tool, and send the collected exhibition documents to all involved parties via or as a mass mailing. Manage Lecturers, Moderators, and Promoters Our solution supports you in gaining new lecturers and strengthening your ties with existing contacts. Centrally manage all relevant information, including contact data and lecturer skills. Allocate potential lecturers and moderators to a planned event and check their availability via or standard letter. Manage VIPs and Artists With our solution you can conveniently manage your artists and VIPs and manage your press, publisher, music industry, and broadcasting network contacts. Draw on our Dynamics CRMbased solution to schedule promotion events across all relevant channels such as TV, the press, radio, and the World Wide Web.

5 Functional Overview The solution offers many functions that help you professionally plan, execute, and coordinate events as well as capture activities, manage resources, evaluate, and monitor the success of your events. Coordination The calendar provides an overview of all scheduled events. Dashboards and diagrams provide at-a-glance information on the status of participants and participant groups, including confirmations and cancellations. You can manage all participating employees and promoters in the attendee directory. Customer Communication Process The integrated campaign management allows you to perform multi-level event and invitation actions. To aid this task, you can further subdivide participant groups into sub-groups as needed. Centrally manage and implement planned telephone campaigns, mailings, or circular letters. Resource Management Use the event management tool to stay on top of your resource availability. You can access information on hotels, driving service providers, venues, and catering helping you to plan new events with ease. Customized Print Media Personalized print media such as mass mailings, invitations, badges, labels, and table cards can be output from a central location. The process is further aided by custom templates. Event Controlling and Success Monitoring Event controlling enables you to check whether your goals were met, such as attendance figures and generation of customer leads. Interfaces to Existing Websites or Customer Portals arvato Systems offers individual solutions. Interfaces to existing websites and customer portals facilitate an efficient and error-free data exchange.

6 About arvato Systems As a systems integrator, arvato Systems has carried out successful projects for well-known companies in many different business areas for over 30 years. With 2,000 dedicated employees at 25 sites throughout the world, we are always close by. Our Expertise Your Benefits Benefit from the proven Microsoft As a subsidiary of arvato AG, the outsourcing service provider of Bertelsmann AG, we are able to offer services across the entire value-added chain. Our strength is a combination of extensive industry expertise, technological knowledge spanning all manufacturers, genuine partnership, and true entrepreneurial spirit. We offer comprehensive IT solutions for areas such as commerce, logistics and transport, manufacturing, and media, as well as support and administration. Our expertise in many key technologies, including Microsoft and SAP, can be seen in our competencies in topics such as BPM, cloud computing, CRM, and e-commerce. A large range of infrastructure services such as managed services, as well as an application management system based on them, complete the range of services we offer. CRM solution portfolio. Introduce CRM solutions in a fast and uncomplicated manner. Take advantage of our flexibility und knowledge: We make your custom-tailored solution a reality! We streamline your organization s sales, marketing, service, and IT processes. Would you like to learn more about our solution? Then contact us today. Your contact partner arvato Systems Andreas Maas Phone: An der Autobahn Gütersloh, Germany andreas.maas@bertelsmann.de