Revolutionizing Event Management with Salesforce Account Engagement

A private equity client struggled with managing their quarterly investor happy hours. Invitations were manually sent from individual email addresses, and attendance was tracked using spreadsheets—a process that was both time-consuming and prone to errors. By adopting Salesforce Account Engagement, they sought to simplify event planning and automate their processes to enhance attendee engagement.

• Salesforce Setup: Configured Salesforce Sales Cloud as the foundation for CRM and data management.
• Account Engagement Implementation: Deployed a new instance of Salesforce Account Engagement for marketing automation.
• Event Automation Design: Developed an automated event experience with email templates, RSVP forms, and workflows for attendee management.
• Customizable Templates: Provided a step-by-step setup to allow easy cloning and customization for future events.

• Effortless Event Management: The client now customizes each event setup for their quarterly happy hours, cutting down preparation time.
• Seamless Automation: Invitations and attendance tracking are fully automated, eliminating the use of spreadsheets and manual processes.
• Enhanced Engagement: The automated system frees the client to focus more on investor relationships, improving engagement and satisfaction.

• Increased Efficiency: Automation has saved time, reduced errors, and streamlined the event planning process.
• Improved Attendee Experience: Attendees enjoy a seamless, engaging experience thanks to the streamlined event management.
• Stronger Relationships: With more time allocated to meaningful interactions, investor relationships have been strengthened, fostering business growth.