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About the Client
Our client is a U.S.-based non-profit consortium that brings together 81 scholarly associations, forming the institutional backbone of U.S. humanities and interpretive social-science research. It represents nearly 276,000 scholars across 305 colleges, universities, libraries, and learned societies—an unmatched national footprint.
The Challenges
- Legacy event management tool lacked virtual meeting support.
- No integration between events and CRM (D365 CE).
- Manual outreach and event registration processes.
- Limited reporting on event performance and engagement.
- No support for virtual meetings.
- Need for effective donor engagement and fundraising transparency.
The Solutions
- Integrated Zoom and Microsoft Teams for efficient communication, data sync, and virtual event support.
- Developed Power App Portal for self-service event registration.
- Unified event data with CRM to track interactions and automate workflows.
- Deployed Microsoft Dynamics 365 Marketing Hub for streamlined lead management.
- Integrated Event Hub with Dynamics 365 for managing events seamlessly.
The Benefits
- 360° view of donor and participant engagement.
- Seamless virtual and in-person event execution.
- Automated outreach and registration processes.
- Enhanced lead and client management, leading to increased conversions.
- Real-time insights and reporting on event metrics.
- Improved engagement through integrated virtual and in-person events.
