As a Salesforce Admin, you’re an expert at managing customer relationships – but did you know you can also plan meetings and events in Salesforce? And now, this can be enhanced with the power of Agentforce.
While events drive engagement and generate revenue, they do require a lot of time and careful attention to succeed. Streamlining event workflows improves user efficiency, which is essential since event management often requires juggling multiple tasks simultaneously. Manual processes like building lists, tracking registrations, and attendee communication are prone to errors and can slow down users during busy periods. Using Agentforce alongside a Salesforce-native event management solution simplifies this by automating repetitive tasks, enabling users and event planners to focus on more strategic initiatives.
Using real-world examples, let’s explore five key ways Agentforce can make event planning even easier and more efficient while also enhancing the attendee experience.
1. Automated Event Creation and Management
As mentioned, creating and managing events can be a complex and time-consuming process, particularly when dealing with multi-day events, events with multiple tracks and sessions, or a recurring event series. Manually defining required fields, tracking every detail, and ensuring everything is set up correctly can quickly consume admins, BAs, and other users.
Using a purpose-built Salesforce event solution simplifies this process by automating key tasks like event creation from templates, defining required fields, and cloning events for efficiency. With Agentforce, these automations significantly reduce manual effort and mistakes – saving valuable time.
Use Case: Creating a New Event by Cloning with New Additions
An event planner at a university can quickly create this year’s homecoming event by cloning a previous year’s event. Using a Salesforce-native event solution with Agentforce, they can automatically carry over key details like sessions, speakers, and logistics while also adding new forms or questions as needed. This automation ensures critical event information is accurately replicated, saving time on recurring event setups and maintaining consistency.
2. Real-Time Attendee Support
Event organizers often find themselves answering a wide variety of attendee questions – registration status, location of sessions, start time for the reception, etc. – and often this is all managed over email. These simple requests for information can disrupt the planner’s task flow and consume valuable time.
With Agentforce, both users and attendees benefit from real-time support and instant answers to common questions and changes to registration (transfer, cancel, etc.), creating a smoother experience for everyone involved.
Use Case: A Change of Plans for Conference Attendees
It’s common for event attendees to change their plans. For an upcoming finance conference, a registered attendee had to change plans to see an important client and her company wanted to send someone else in her place.
Using a Salesforce-native event app with Agentforce, she was able to search for her registration and transfer it to a colleague – all while traveling to the airport! This type of self-service capability reduces the need for planner intervention, enabling attendees to manage their schedules with ease and allowing admins and event staff to focus on more important tasks.
3. Personalized Event Journeys
Not every event attendee shares the same needs or interests and offering a generic event experience often leads to disengaged participants. Event personalization is key to enhancing attendee engagement and overall satisfaction.
Agentforce, used in conjunction with a Salesforce-native event solution, leverages attendee data and preferences to suggest relevant sessions, workshops, ticket options, and networking opportunities. This ensures each individual maximizes their event experience through personalization, not only improving satisfaction but also fostering stronger connections among attendees and ultimately enhancing the event experience.
Use Case: Recommending Sessions and Events Based on Registrant Interests
When a student registers for a campus career fair, they can share their areas of interest. Using these inputs, the Salesforce-native event app and Agentforce will automatically recommend relevant sessions, workshops, and potential employers at the fair. This tailored approach ensures that attendees stay engaged and make the most of their time at the event, leading to a more meaningful experience overall – and perhaps a great start in an exciting career!
4. Post-Event Analysis and Insights
Once an event concludes, the next crucial step is analyzing performance data to understand what worked well and what could be improved for future events. Most event planners still manually gather data from a variety of sources, creating delays and impacting data quality and integrity. This process can make analysis and reporting a daunting task.
When paired with a Salesforce-native event app, Agentforce simplifies this process by accelerating powerful analytics to track key metrics such as session attendance, attendee engagement, and ROI. These insights enable planners to make data-driven decisions and fine-tune their event strategies for better future results.
Use Case: Instantly Compile and Analyze Event Metrics
A healthcare provider conducted a training program for a newly implemented protocol. Immediately after the event, the planner used Agentforce to instantly pull data on which sessions performed best in terms of attendee engagement and overall attendance. With this information, they can adjust future events to focus on the most relevant topics – ensuring continuous improvement and a better experience for all attendees.
5. Streamlined Event Promotions and Communications
Event communication – from the first promotion to the post-event ‘Thank you’ – is critical to the success of an event. This use case is the perfect fit for a Salesforce-native event app, and when combined with the power of Agentforce, it allows event leaders to focus on higher-level goals while knowing that the operational details are handled efficiently.
Use Case: Building the Ideal Event Promotion
The administrator of a nonprofit was planning their biggest event of the year. Starting with the invite list, Agentforce can easily add prior attendees to the campaign within the event app. Additionally, it can also help identify first-time attendees, ensuring they receive a different message than previous attendees.
By querying Salesforce to identify ‘top donors’, the planner can make sure select attendees are also invited to a special VIP experience at the event. Personalized promotional communications can now flow easily, ensuring that the event promotion has the maximum impact.
Salesforce-Native Solution Simplifies Agentforce Adoption
By integrating Agentforce with a Salesforce-native solution like Blackthorn.io, Salesforce Administrators can simplify many aspects of event management. From automating event creation to offering real-time attendee support, personalizing event experiences, and providing insightful post-event analytics, Agentforce reduces the manual work involved in event organization.
Summary
These five key features not only save time and reduce errors, but they also improve attendee satisfaction – ultimately driving better event outcomes and ensuring a smoother event process.
Discover how Agentforce can transform your future event planning today.
