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How Improve Event Management for a Leading Non-Profit with Dynamics 365 CRM

Dynamics 365 crm
dynamics 365 crm
Client Success Story

Industry: Event Management Company

Business Model: Non-Government Organization

Location: Melbourne, Australia

Tools

Microsoft Dynamics 365 CRM, Dynamics 365 Marketing Module, Dynamics 365 Sales Module, Microsoft Azure, Payment Gateway, Microsoft Teams

Timeline

15 Months

Outcome: We provide high-quality education that prepares students for successful careers. Our focus is on fostering critical thinking, practical skills, and a supportive learning environment.

Client Overview

A Non-Government Organization an expert in economic and social policy advisory in Australia was in need of a strong solution for handling multi faceted event. Their goal was to try to create a more efficient, less complex process for the planning of their events, and to use the data to determine returns on investment and value of the event to the business.


Key Challenges Faced By E-Commerce Company

1. Decentralized Event Management

Co-ordinating several events country wide with out an integrated system became very inefficient.

2. Ineffective Outreach

There were also few effective ways of reaching out to specific audience for the targeted campaigns which was disadvantageous in the sense that they could not be able to get relevant participants.

3. Manual Processes

Event Setup Process, Registration and Payment methods were time-consuming affairs that required much effort and were not automated.

4. Limited Insights

Specifically, before the development of a proper system, it was challenging to assess event impact and improve the strategies.


Solutions

Wrinom Solutions implemented a tailored Dynamics 365 CRM solution, leveraging the Marketing, Sales, and Customer Portal modules for seamless event management:

1. End-to-End Event Management Configuration

The changes include elimination of manual entry via text fields for event setup and direct configuration of templates.

It allowed for quick deployment of events while using a small extent of resources.

2. Targeted Marketing Campaigns

Implemented Dynamics 365 Marketing tool for creating and delivering campaign targeting only interested audience.

More efficient segmentation and campaign analysis leading to improved participation rates.

3. Customer Portal Integration

Successfully implemented an intuitive event registration tool with a reliable payment gateway integration.

Empowered participants with an intuitive portal for easy access to event details and transactions.

4. Data-Driven Event Insights

Event data was accumulated in a more centralized fashion, which also provided means for generating meaningful reports on the event’s performance and outcomes.

The availability of the results of the specified data analysis enabled further adjustment of the planned specifications of future events to enhance the consequences derived from such events.


Tools and Technologies Used

1. Microsoft Dynamics 365 CRM

2. Dynamics 365 Marketing Module

3. Dynamics 365 Sales Module

4. Microsoft Azure

5. Payment Gateway

6. Microsoft Teams


Results Achieved

1. Enhanced Efficiency

Reduction in manual work in various functions made operations more efficient.

2. Improved Outreach with Targeted Campaigns

Factual reach and more targeted campaigns positively affected the attendance rates of events.

3. Data-Driven Insights for Optimization

It can also reduce costs because centralization of analysis allowed event performance to be constantly improved.

4. Improved Participant Experience

The improvements in the safe registration for events as well as the merchant-based online payment raised participants’ satisfaction and usability.


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You may also connect with us by mail at info@wrinom.com

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