Events Manager Module

The new Event Planning module for the Tour de Force product is one more step being made by The MRH Technology Group to differentiate the Tour de Force product from any other Sales Force Automation solution being offered in the small to mid-size market. The Event Planning module will allow companies to create, manage and analyze the ROI of any type of event that your company may host or participate in such as training events, open houses, golf outings, trade shows, etc…

The Event Planning module is built based on a top level structure that starts with a general event. An event may be a single session event such as a training class or it may be a complex event such as a trade show (open house) that allows people to enroll in the single event or select a series of sessions within the event.

Key Concepts of the Events Manager module:

1. Account Package

When an Event is created, the Event must be linked to an Account Package. The MRH Technology Group recommends creating a zEvents Account Package for Events associated with the entire company. For example, Trade Shows that benefit the entire company can be linked to the zEvents Account Package.

    Note: When “z” is used as a prefix for an Account Package or folder in Microsoft Outlook, then that Account Package is listed last in the folder structure of Microsoft Outlook.

Events can also be associated with a specific Account Package if the Event is related to a specific territory, region, or salesperson. For example, if a salesperson is planning to host a Lunch and Learn for customers, then the Event can be associated with the Account Package of that salesperson.

2. Event Organizer

The Event Manager module is designed to have one Event Organizer. The Event Organizer has to be a Tour de Force user. The Event Organizer is typically the user that creates and maintains the Events, as well as all of the information associated with the Events such as Sessions and Attendees linked to the Events.

3. Invitation List

The Event Manager module is designed to allow Event Organizers to send invitations using the Mailer module of Tour de Force. The Event Organizer has the option to send bulk invitations by email or direct mail through the Mailer module by building a recipient list.

All Contacts that are associated with the recipient list of the Mailer Module are automatically imported to the Invitation List.

    Note: The Event Organizer has the ability to manually add invitations to the Event.

4. Event Types and Session Types

Event Types specify the descriptions related to the types of Events hosted by a company. Examples of Event Types include Trade Shows, Annual Meetings, Training Sessions, Product Releases, Golf Outing, Advertising Campaigns or Open Houses.

Session Types specify the types of Sessions associated with the Events hosted by a company. Examples of Session Types include Informational Sessions, Breakout Sessions, Demo Sessions or Booth Management.

5. How to Global Drafts are used with in the Events Manager

Global drafts are draft versions of email messages that can be used by all users in Tour de Force when creating and sending new email messages to contacts of customers, prospects, and other business relationships. Users cannot set up Global drafts, only the Administrative users of Tour de Force have the ability to set up Global drafts. When creating Global drafts, the Global drafts can be set up as Event specific.

Only users that have the appropriate permissions to the global Drafts folder can use the Global Drafts

    Note: Personal drafts are draft versions of email messages that can only be used by the user that created the
    draft when creating and sending new email messages to contacts of customers, prospects, and other business relationships.

When the client version of Tour de Force is implemented, a TDF Drafts folder is created under the Drafts folder of Microsoft Outlook. The TDF Drafts folder allows users to save personal messages as a draft to be used when a consistent message needs to be created or sent often.

6. Locations
Locations are any facility or meeting rooms that are used for the Event, examples of Locations are Conference Centers, Hotel Conference Rooms or Training rooms.

7. Using Handouts in Event Sessions
Handouts can be used for Sessions for an Event. Event Organizers have the option to set the Handouts a cost and a price. The Company can then track the dollar amount in the ROI summary.

You can learn more about Tour de Force by clicking on a Core Feature or an Add-On Module.
Demos & Screen Shots are Provided.

Core Features of TDF

Add-On Module
Optional & Adds extra functionality to TDF