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Your event billing software should allow you to create custom-branded templates, automatically generate new invoices for clients and offer them an opportunity to settle debts with easy and secure online credit card payment processing, straight from an electronic invoice. . Email and socialmedia management software.
These goals could include things like: Expected sales or donations New clients or prospects Ticket sales or registrations Total attendee turnout Number of attendees trained or educated Increased mission / brand awareness Marketing objectives (list building, socialmedia mentions, etc.)
Communications – For event collaboration and communication via email and text messaging among team members, contractors, vendors and speakers as well as with attendees. Improved collaboration with teams and vendors. Plus you can more easily manage their activities and progress to make sure everyone is on task and on schedule.
Easier interactivity for all – The attendee experience is democratized, so while it’s not as immersive as in-person events, all attendees are able to equally participate and may be more likely to participate (especially introverts); this also scales out more when you factor in socialmedia participation. Webinar software.
Busy vendors, suppliers and clients no longer have to worry about making an in-person appearance just to pay a bill or produce a signature. Some typical paper trail items you should make digital include: Client or vendor contracts. Don’t battle busy schedules just to grab a signature. 6 – Track inventory more efficiently.
You can invite unlimited users – including staff, contractors, vendors and event planners – into your account and assign them to user groups where you control the permissions of what tools and functions they can access. Easy-to-build proposals, contracts and BEOs … with electronic signatures.
to track regarding each lead and event, so you also need a way to organize and manage all that information as well as electronic files, forms and other related items. It even integrates with other electronic calendars, including Google, Outlook and Apple, in case you or your staff use those as your primary calendar.
One central source for business communication and contact information goes a long way in organizing conversations with clients, vendors, and staff – a key component both before and after events are complete. Customer relationship management is a must for any event professional. Automations. Digital event marketing. Live translation.
This means you won’t have to search through multiple spreadsheets to find key details about third-party vendors, catering plans, or contact information. Communicate with vendors Contrary to popular belief, CRM software isn’t just for client management. Payments are also easier with Planning Pod’s CRM tool.
Leverage socialmedia. Monique and Andrea both agree that a strong socialmedia presence is a must-have for your wedding venue. Our VP of Communications would say that your money is better off spent advertising with socialmedia than in your traditional magazine, or even through Wedding Wire,” adds Monique.
Create online legal contracts and track electronic signatures with contract management tools. Templated form builders and online booking tools that collect details and input from brides and grooms electronically. Manage event and lead tasks by assigning them to staff and clients and setting text and email reminders.
They include: Venue managers who own and rent out rental spaces Facility managers who manage company-owned meeting and event spaces Independent event planners who manage clients’ event bookings Internal corporate meeting and event planners for external event spaces Catering services, photographers, rental companies and other external vendors.
Easily track all your events, appointments, due dates and more from a centralized calendar that integrates with other electronic calendars (including Google, Apple and Outlook). With Planning Pod’s CRM functionality, you can store and manage contact information and necessary details for each prospect, client, vendor and contractor.
Communications – For event collaboration and communication via email and text messaging among team members, contractors, vendors and speakers as well as with attendees. Improved collaboration with teams and vendors. Plus you can more easily manage their activities and progress to make sure everyone is on task and on schedule.
And, yes, these can definitely help in this post-pandemic sales world of Zoom meetings and electronic communications. Note that we will mainly discuss event sales tips here and leave topics like event marketing strategies, socialmedia tactics and target audience outreach for other articles. Sales Tools and Materials Tips.
Event Vendor Management. Online Electronic Signatures. Client CRM – Easily track all the contact and business information for your leads and clients plus staff, vendors, contractors and any other business contacts in one convenient place. Collect electronic sign offs and create change orders on-the-fly.
Event Vendor Management. Online Electronic Signatures. Assign items to staff, vendors and clients. You have the ability to attach files to each itinerary item, categorize those items, and assign them to contacts, vendors, and venue rooms/spaces. Timeline & Itinerary w/ Notifications. Event Budget Management.
It even automates new online booking and socialmedia leads through a customizable webform you can embed directly into your venue’s event website. You can input dates and times, contact assignments, vendor and venue assignments and file attachments for each item. Plus collect client signatures on BEOs.
Technology can facilitate a successful hybrid event in many different aspects: handling event registration, managing socialmedia activities, facilitating a virtual event, live streaming, mobile apps, and so on. This includes event planners, event team, volunteers, attendees, vendors, and sponsors, among other parties.
Streamlines workflows and saves 62+ hours/month of busywork Simplifies serving customers and landing more leads Is easy to use and get up and running fast Simplifies collaboration among team members and vendors. Planning Pod simplifies collaboration among team members and vendors. Let’s unpack those one at a time.
to track regarding each lead and event, so you also need a way to organize and manage all that information as well as electronic files, forms and other related items. It even integrates with other electronic calendars, including Google, Outlook and Apple, in case you or your staff use those as your primary calendar.
With ChatGPT , planners can quickly generate wide-ranging content, from event agendas and speaker biographies to marketing materials, such as socialmedia posts and emails. Fortunately, prospecting and billing management tools can help you manage your sales pipeline, create customized contracts, and collect electronic payments.
“Before we used Planning Pod, my biggest challenge was that I had to open five or more different apps to manage all of the things related to all our events, from dealing with vendors to mapping out the space to invoicing. It took so much time, but now it’s all in one place with Planning Pod,” says Laura.
Features Attendee Management Attendee Tracking and Reporting Badge Management Budgeting/Forecasting Attendee Profiles Customizable Branding Email Marketing API CRM Electronic Payments Online Registration Vendor Management Pricing: Starts at $2,950 per year, though it has a free plan and a free trial.
Features Attendee Management Attendee Tracking and Reporting Badge Management Budgeting/Forecasting Attendee Profiles Customizable Branding Email Marketing API CRM Electronic Payments Online Registration Vendor Management Pricing: Starts at $2,950 per year, though it has a free plan and a free trial.
Start by describing your website and socialmedia strategy to build an online presence. Collect eSignatures & online payments: Quickly create event agreements for electronic signature and collect online payments with event management tools. word-of-mouth marketing, referrals, digital marketing).
Again, hosting a hybrid event means you’ll need more electronic equipment before and during the event, so it’s crucial to make sure your venue has enough power outlets for all your equipment. Attendee engagement tools: live polls, socialmedia wall, digital swag bags, and other tools that can improve the guest experience.
Meetings with clients, staff, contractors, suppliers and vendors are often in person. And they are great for a wide variety of event-industry applications and situations – from event planning and running an event space / venue to staff management and vendor/supplier management. Phone calls take a while and interrupt your flow.
Professional wedding planners must juggle multiple clients, build and maintain vendor relationships, navigate rentals and decor, and stay on top of their long wedding checklists for each client. If he wanted to, Shaun could even invite vendors, like the caterer, to collaborate directly on the food category of the vision board.
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