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CRM software for the events industry
There are many Customer Relationship Management (CRM) solutions on the market but only Ungerboeck is developed specifically for the events industry. Maintain more than just an account listing with contact information; view a customer's past events, order history, and payments. Save your staff the time and frustration of accessing multiple systems when trying to make the sale; place all the information they need at their fingertips so they can concentrate on doing their jobs and not on logging into multiple systems.
A complete Sales, CRM, & Event Management software
Simplify the sales process for your staff and for your clients by integrating your CRM and sales system into your event management system. Communication between potential clients and existing clients are all maintained in one central location where anyone on your staff, with the proper access, can quickly catch up on what is happening with an account. Always have a handle on upcoming sales with opportunities while also tracking the clients' needs throughout the process. Events quickly and efficiently move from a salesperson to the event coordinator without anyone ever having to rekey information or contact the client for information they may have already provided but had been lost in the transfer process.
Additional Features & Benefits:
- Document & File Management – Save time browsing hard drives, network drives, or email inboxes looking for customer files and documents. Maintain all your customer and internal files, from emails to videos, directly in your CRM software so your entire team is always on the same page.
- Reminders – Ensure everything stays on track with unlimited reminders per customer or opportunity. Send reminders via email or within Ungerboeck software so everyone can stay up to date on items needing to be completed for your customers.
- Communication History – With a complete communication history for each client in one central location, your staff will always be aware of what is happening with a client when they calls with questions about their event.
- Opportunity Pipelines – Executives and managers can always be on top of what is coming down the sales pipeline with real-time information on when sales are expected to close, and the potential and probably amounts of business.
- Sales & Opportunity Goals – Easily manage your sales goals from within Ungerboeck software. Drive your sales and service teams with sales, opportunity, or order goals. The seamless integration with our event management software will keep you up to speed with exactly how everyone is stacking up.
- Order Processing – Centralize your ordering process so entering new event orders and accepting payments becomes as easy as possible. Drive up your revenue with automatic upsell prompts during the order process to encourage your salespeople to offer additional add-on items!
A complete Sales, CRM, & Accounting software
Tightly integrating your financial software with your event management software provides visibility to your organization's financials without having to use multiple systems or costly interfaces. Because your event management and financial system all work together, you can gather and report on data directly related to your events and orders without the risk of errors rekeying information from one system to another. Ensure more timely payments when your sales and events staff can view invoices and payments due while they are on the phone with customers. Using an integrated systems management with access to the critical information it needs to drive sales, improve payment collection, and increase customer service levels.
Additional Features & Benefits:
- Customer Credit Management – Have your accounting and sales departments work together to review and set credit limits for new customers. Flag customers for credit review and provide your sales and events teams with warnings when customers are going to exceed their credit limit.
- Integration Between Collections & CRM – Instantly improve your payment collection process and customer service by keeping your accounting and sales department on the same page with a central communication location for emails, notes about phone calls, and conversations. Don't lose that big deal because collections is pursuing an account for a nominal amount!
- Automatic Coding – Remove the rekeying of account information from your sales system to your financials sytem by using one integrated solution. All customer information flows seamlessly from Ungerboeck's CRM system to the financial system.
- Know Your Best Customers – Who is your best customer? Your most profitable one? When your financials, sales & CRM, and event management software are all talking, you can quickly determine who you should continue to sell to and who your sales team should avoid.
Need more information?
For a detailed brochure or to request a demo of Ungerboeck software, please click or contact us at one of the USI Offices worldwide.