Customer relationship management

When Conference Data Stops Meaning the Same Thing: Define Every Registration, Author and Attendee Field

A program team asks how many attendees are confirmed. The registration report counts paid orders, the CRM counts people marked active and the check-in report counts arrivals. Each team may have an accurate number, but each number answers a different question.

The problem is not necessarily the software. The teams have not agreed on what “confirmed attendee” means. A conference CRM data dictionary gives registration, program, finance and onsite teams one approved reference before they collect, move or report conference data. Continue reading

Hybrid and Virtual Events- How CRM Helps Host Them

Customer Relationship Management (CRM), three words that have taken the event management industry by storm. The shift toward hybrid and virtual events in only a few years has been a fascinating development to watch. Despite CRM systems existing in various forms, they’ve always been fairly misunderstood as far as event management is concerned.