4. Ungerboeck Software
The customer
journey
The customer
journey
• Who are your clients?
• What drives their behaviors?
• How do they engage with the
events process?
• When do they engage with you and
what do they want?
• Who are your clients?
• What drives their behaviors?
• How do they engage with the
events process?
• When do they engage with you and
what do they want?
Determine the best opportunities for
you to interact with the different
audience groups
Determine the best opportunities for
you to interact with the different
audience groups
5. Ungerboeck Software
Event
Planner
Portal
• Connects you with
your customers
• Delivers up to date
information to
planners
• Accessible anywhere
• Dedicated
communicated &
collaboration
• Can fully integrate
• Delivers customer
data security
6. Ungerboeck Software
How can
Ungerboeck
clients
benefit from
the DocuSign
integration?
• Send, sign and close deals faster
thanks do the DocuSign integration
• Enhance customer experience and
reduce operating costs
• Seamless integration ties your data
together with DocuSign.
• A few clicks in Ungerboeck and
DocuSign takes care of the rest.
• The DocuSign integration into
Ungerboeck is available in version
20.92 and above
8. Ungerboeck Software
The unification of
CRM & Event
Management
360° Overview of Event and Clients Focused Service
Event targeted Sales
All info for all departments at their fingertips at all times
Consistent data from acquisition to invoicing to operations
Client data, orders, history
All event / production related information
9. Ungerboeck Software
Sales and Marketing Funnel
Campaigns
Leads
Opportunities
Sales
Marketing to Lead
• Campaign Management
• Lead Generation
Lead to Opportunity
• Account and Contact
Management
• Opportunity
Management
Opportunity to Contract
• Proposal Follow-up
• Contract Management
• Invoicing
• Reporting
10. Ungerboeck Software
DASHBOARD FOR VENUES
Everything at a glance. Customer
pipeline. Ultilization. Activities.
Forecast. Drill-down capabilities.
11. Ungerboeck Software
April 7-9, 2019 I Imperial Riding School I Renaissance Vienna Hotel
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