Streamlining Event Invitations for a Private Equity Client

A Private Equity client wanted to use their new setup of Salesforce Account Engagement to create a trackable and automated event invitation system. Previously, event invites were sent from individual email addresses, and attendance was tracked manually in spreadsheets. The client needed a clean and efficient process for their quarterly investor happy hours.

• Set up Salesforce Sales Cloud as the foundation for their CRM needs.
• Implemented a new instance of Salesforce Account Engagement.
• Designed and built a scalable event experience tailored to automate the event invitation process.
• Provided a step-by-step setup to ensure ease of cloning and customizing the event experience for future events.

• The event experience has been successfully used multiple times.
• The client now clones and customizes the setup for each new event.
• Event invitations and attendance tracking have become seamless and efficient.

• The client has significantly reduced manual effort and errors in managing event invitations.
• Increased attendee engagement and better event tracking have been achieved through automation.
• The new system has allowed the client to focus more on engaging with investors rather than managing administrative tasks.