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Salesforce CRM for Event Management Companies

Plan, Promote, Execute, and Track Events – All Within Salesforce

From conferences and webinars to fundraising galas and RSVP-only trainings, SaaSnic Technologies helps you harness the power of Salesforce to organize, automate, and analyze every touchpoint of your event lifecycle.

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Key Features of Salesforce for Event Management

Multi-Channel Marketing

  • Send personalized email and SMS campaigns to segmented attendee lists

  • Launch branded landing pages for registrations and promotions

  • Sync campaigns across Email Studio, SMS, WhatsApp, and social platforms

RSVP & Registration Automation

  • Segment contacts and send auto-invites with RSVP tracking

  • Manage online registrations for paid or free events

  • Generate unique tickets with secure payment gateways

Speaker & Itinerary Management

  • Set up event timelines, speaker schedules, locations, and reminders

  • Share itineraries with attendees via email or your branded event microsite

Engagement Scoring & Dashboards

  • Score participants based on email opens, clicks, RSVPs, and attendance

  • Track campaign performance with real-time dashboards

  • Monitor cost per response, conversion rates, and event ROI

Complete Event Journey — Powered by Salesforce

Pre-Event

  • Create campaigns for segmented audiences

  • Set up multi-channel reminders, forms, and lead capture

  • Allow one-click RSVP and automated ticketing

During the Event

  • Use kiosks for check-in, badge printing, and session tracking

  • Empower field reps with Salesforce Mobile App for real-time updates

  • Enable secure payments for last-minute entries or purchases

Post-Event

  • Send thank-you emails, CSAT surveys, and feedback forms

  • Automate follow-ups based on attendance and engagement

  • Track net new leads, conversions, and follow-up actions

Ideal Use Cases

  • Conferences & Seminars Schedule sessions, manage attendees, speakers, and sponsors.
  • Corporate Meetings Invite teams, sync calendars, and generate follow-up tasks.
  • Webinars & Virtual Events Automate invites, track attendance, and score engagement.
  • Training & Workshops Register attendees, issue certificates, and collect payments.
  • Fundraising Events Track donors, automate donation receipts, and integrate payment links.

Secure Payments & Seamless Communication

Accept payments via integrated gateways (Stripe, Razorpay, PayPal, etc.)

Notify participants via SMS/WhatsApp for confirmations, cancellations, or updates

Provide real-time kiosk support and refund tracking for in-event issues

Why SaaSnic for Salesforce Event Management?

Experienced Salesforce Developers

With 15+ years in Salesforce implementations, our certified experts tailor event flows to your unique industry—be it tech, nonprofit, real estate, or healthcare.

Custom Campaign & Microsite Creation

We build branded microsites, RSVP forms, and follow-up workflows directly inside Salesforce.

Analytics That Drive ROI

From attendee engagement scores to cost-per-lead and revenue tracking, our dashboards help you refine every future event.

Ongoing Support & Optimization

We don’t just implement—we offer long-term support for recurring events, yearly conferences, and training calendars.

FAQs

Yes. With the right implementation, Salesforce can manage everything—campaigns, RSVPs, itineraries, payments, and feedback collection.

Absolutely. Use engagement scoring, check-in data, and dashboards to evaluate turnout and ROI.

Yes. We integrate Salesforce with webinar tools, streaming platforms, and chat for seamless hybrid experiences.

You can send automated thank-you emails, gather feedback, and enroll leads into future nurturing campaigns—all inside Salesforce.

Yes. We create branded forms, landing pages, and even custom microsites to match your event’s identity.