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Vendor Pipeline & Onboarding Automation
For food festival operators, outdoor event producers, and multi-vendor event businesses — manage the entire vendor relationship from application to event day without spreadsheets, manual emails, or missed follow-ups. Eliminate the administrative overhead that scales linearly with event volume.
- Web-to-Salesforce vendor application capture and routing
- Automated approval workflows with status notifications
- Booth assignment, contract generation, and e-signature collection
- Vendor fee invoicing and payment tracking per event and city
- Repeat vendor history, category management, and roster reporting
🗺️
Multi-City Event Operations & Coordination
Give your operations team a shared platform where all event details, logistics, task assignments, and milestones are visible across every city and every event date — so every team is working from the same picture regardless of location.
- City-level event records with unified cross-market data model
- Cross-team task management by role, location, and event type
- Venue contract, permit, and production logistics coordination
- Pre-event checklist automation and milestone tracking
- Real-time operational status visible across the full event calendar
📅
Inquiry Management & Booking Pipeline
For hotels, venues, and banquet operations — centralize every event and booking inquiry and automate the routing, follow-up, and proposal workflows that convert more inquiries into confirmed, contracted bookings.
- Web form, email, phone, and partner inquiry consolidation
- Automated lead routing by event type, date, capacity, and value
- Structured sales pipeline with stage-specific task automation
- Proposal generation, approval workflows, and contract management
- Conversion rate and pipeline reporting for sales leadership
⭐
Sponsorship & Brand Partnership Pipeline
Replace informal sponsorship management with a structured Salesforce pipeline — so every partnership opportunity, tier, activation deliverable, and renewal cycle is tracked, assigned, and reportable.
- Sponsorship pipeline with stage-level tracking and task automation
- Tiered package management with pricing approval workflows
- Activation deliverable and compliance tracking per sponsor
- Renewal forecasting and relationship health dashboards
- Cross-event sponsorship revenue and performance reporting
💰
Payment Tracking & Finance Visibility
Give finance, operations, and leadership teams live visibility on vendor fees, deposits, outstanding balances, and confirmed revenue — without manual reconciliation or post-event data pulls.
- Vendor fee invoicing and payment milestone automation
- Booking deposit and balance tracking per event and property
- Integration with Stripe, PayPal, and accounting platforms
- Automated overdue payment reminder sequences
- Revenue forecasting and collection dashboards by event and market
🎟️
Attendee Data Integration & Retention Campaigns
Unlock the attendee and guest data sitting in your ticketing and booking platforms and put it to work inside Salesforce. Build targeted re-engagement campaigns by city, event type, or frequency.
- Ticketing and booking platform integration with Salesforce CRM
- Attendee segmentation by city, frequency, event type, and spend
- Pre-event and post-event communication automation
- Early-access, loyalty, and returning attendee campaign workflows
- Attendance trend reporting and city-level engagement analytics
📊
Revenue Reporting & Leadership Dashboards
Give GMs, COOs, and revenue leaders a live operating view across every event, city, and revenue stream — so growth decisions are made from real data, not end-of-week exports or assembled spreadsheets.
- Event-by-event and market-by-market revenue comparison dashboards
- Ticket revenue, vendor fees, and sponsorship income breakdown
- Booking pipeline and forward revenue pacing for venue teams
- Year-over-year attendance and revenue trend reporting
- Vendor performance and repeat partnership rate analytics
📣
Marketing Automation & Community Engagement
Use your event, guest, and vendor data to build marketing journeys that grow your audience, re-engage past attendees, announce city expansions, and activate vendor communities — with campaigns tied directly to ticket sales and booking revenue outcomes.
- Salesforce Marketing Cloud and Pardot campaign architecture
- City-specific event announcement and lineup reveal workflows
- Post-event re-engagement and loyalty automation sequences
- Vendor and small-business community engagement campaigns
- Campaign ROI attribution tied to ticket and booking revenue
🔗
Systems Integration & Salesforce Org Rescue
Connect Salesforce to the ticketing, property management, accounting, and production tools your business depends on — or fix a Salesforce environment that is technically live but commercially falling short.
- Eventbrite, Opera, Delphi, and PMS platform integration
- Bi-directional accounting and finance data synchronisation
- Full Salesforce architecture audit, rescue, and redesign
- Data migration from legacy CRM and spreadsheet environments
- Scalable architecture for national and multi-market growth