Corporate event planners are busy people.  From creating buzz about an upcoming event to managing the guest list, from thinking of a theme and design concept, to ordering enough food and drink for the night, they have A LOT on their mind at any given time.  All the while, professional corporate event planners need to appear professional, organized, and in high spirits.  There is no room for error!  To get it all done without losing their minds, we recommend CRM software for Corporate Event Planners.

Running a corporate event planning business requires an extensive network of contacts – part logistics, part public relations, these businesses are successful in part due to their relationship with vendors that always over deliver on a fair budget.  In the world of event planning, vendors could provide staples like chairs, tables, food, drink, banners, or decorations.  Sometimes event planners keep in contact with vendors who provide rarer but more interesting services like red carpets, backdrops, jump houses, petting zoos, clowns, or limousines.  No matter the offering, it is important to maintain the relationship with vendors, and taking advantage of CRM technology can help.  Enter the phone number, email, and contact information into the CRM database to make it accessible to you and your team.  When the time comes to reach out, the information is there.

Another important component of a corporate event planning business is the guest list.  Whereas some clients hand event planners a guest list, others demand that the event planning firm bring in some outside invitees.  This is especially true in the PR world where businesses may want a guest list of important persons or a certain demographic.  If this type of guest is maintained in the CRM Software, reaching out to them by email, phone, or text message (SMS) is easy.  A few simple clicks get written messages out in bulk.  If you choose to integrate internet-based calling (VoIP) into your package, then you can dial contacts with the click of a button.

Managing clients is easier with CRM software for corporate event planners. Using CRM technology, event planners can keep an ongoing database of potential, current, and past clients.  With these distribution lists, marketing opportunities abound.  Event planners can send out timely announcements to remind former clients to book their next holiday parties, for example.  If you have a group of potential clients, reminding them of your presence, even with a promotional rate, could encourage them to sign with you over the competition.

Corporate Event Planning doesn’t occur in a vacuum.  If event planners have a team, small or large, they can use CRM technology to manage your staff.  Features include components that work like a timeclock to manage payroll.  User permissions can be set as well, granting various levels of access only to those who need it.  These handy CRM tools simplify the work of corporate event planners so they can focus on the joy of pulling off another well-done corporate event!

Interested in learning more?  Start using CRM RUNNER today with 14 days free trial!