Posts Tagged: CRM

kchopson

Saving Time by Getting Your Event and Organization Software to Talk to Each Other

IPAAS Workflow

Are you a meeting planner that spends too much time moving data from one software system to another? When you make an update to your conference schedule software do you also have to copy the changes to your website and then again to your mobile app? Do also you need to duplicate your attendee information in the organization’s CRM? How about being concerned with moving financial data from your online registration system to accounting? If you have one stop shop conference software, you may be able to avoid some of this tedious, error prone work. However, in most cases, there... Read more »

kchopson

Tech Tuesday: Put Your Contracts in the Cloud!

Nobody writes contracts like meeting planners. For any given conference, there can be dozen of contracts. These contracts are usually lengthy and quite detailed. Often these contracts are emailed or even faxed(!) to the signing party. This party then signs, copies and then scans or faxes back to the other party for countersigning – and the process repeats. This simple signing process consumes many hours for any given show. Given that meeting planners are usually strapped for time, doesn’t this seem like an easy area to improve? Fortunately, there is great software in the marketplace for making the contracts process... Read more »