1. Event Management with Salesforce:

   • Use Salesforce’s Events module to create, manage, and track event details. 
   • Manage event registrations through Salesforce Campaigns or custom objects – tracking RSVPs and attendee details.
   • Automate event communications like invitations, reminders, and follow-ups using Salesforce Campaigns or Workflow Rules.

2. Integration with Marketing Tools:

   

   • Integrate Salesforce with marketing automation tools (e.g., Pardot, Marketing Cloud) to execute targeted email campaigns promoting events.
   • Utilize social media integration such as Salesforce Social Studio for scheduling and monitoring event-related posts.
   • Capture event leads into Salesforce Leads or Contacts, applying lead scoring to prioritize follow-ups based on attendee engagement.

3. Event Management Apps and Extensions:

   • Explore Salesforce AppExchange for event management apps that extend to ticketing, check-in solutions, and attendee engagement tools.
   • Utilize Salesforce mobile apps for on-the-go event management, including checking attendee lists and updating event details.
   • Integrate Salesforce with external event platforms (e.g., Eventbrite, Cvent) for seamless data synchronization and additional event management features.

Orchid Connect is a woman-owned Salesforce implementation firm with 30 years of experience serving associations, non-profits and small/medium businesses. We specialize in strategic and implementation services, go-to-market support, and ongoing support. To learn more, reach us at reachout@orchidconnect.com.