SlideShare a Scribd company logo
Ungerboeck Software
World’s Events Platform
Digitial Wave - integrate customers, partners and suppliers
HUB SHOWMAP SUITE MANAGEMENT
SESSION PROPOSAL ONLINE ORDERING
$
MOBILE CRM
$
MOBILE WORK ORDERSEVENT PLANNER PORTAL
ONLINE BOOOKING
EXHIBITOR PORTAL
Ungerboeck Software
C ustomer
R elationship
M anagement
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
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
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
Ungerboeck Software
Marketing &
Sales
Post GDPR
Methods change! Spending
time with contacts that matter
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
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
Ungerboeck Software
DASHBOARD FOR VENUES
Everything at a glance. Customer
pipeline. Ultilization. Activities.
Forecast. Drill-down capabilities.
Ungerboeck Software
April 7-9, 2019 I Imperial Riding School I Renaissance Vienna Hotel
Let's UNITE – VIENNA is CALLING!
Questions

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CRM, Sales and Marketing with Ungerboeck

  • 1.
  • 2. Ungerboeck Software World’s Events Platform Digitial Wave - integrate customers, partners and suppliers HUB SHOWMAP SUITE MANAGEMENT SESSION PROPOSAL ONLINE ORDERING $ MOBILE CRM $ MOBILE WORK ORDERSEVENT PLANNER PORTAL ONLINE BOOOKING EXHIBITOR PORTAL
  • 3. Ungerboeck Software C ustomer R elationship M anagement
  • 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
  • 7. Ungerboeck Software Marketing & Sales Post GDPR Methods change! Spending time with contacts that matter
  • 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 Let's UNITE – VIENNA is CALLING!