Sales Reps can effortlessly run virtual and live, in-office and out-of-office at a venue, and hybrid programs from any device.
Reps can easily communicate preferred speakers, program dates, and venues based on speaker availability and configurable compliance rules.
Sales Reps can easily Collaborate on and even Co-host Programs with other Salesforce Members.
Sales Reps can download auto-generated Program Invitations for handouts and distribution. The invitations are template-based and can include the URL and QR code for the configurable registration page.
Sales Reps can easily capture program attendance with electronic signatures and meal acceptance from any device for compliant transfer of value and open payments reporting.
Electronic attendee sign-in is configurable, allowing confirmation of personal information.
Sales Reps can upload receipts, sign-in sheets, and any other Program-related document from mobile devices by simply taking a picture.
Sales Reps and Co-hosts can complete a configurable Post-Program Compliance Questionnaire and Speaker Evaluation Survey.
Attendees are automatically sent a Post-Program Thank You email with the URL to take a configurable Program Survey.