The Challenge

The East of England Local Government Association (EELGA) faced significant hurdles in managing their event communications and attendee tracking. Due to server limitations, they were unable to send mass emails through Outlook, which hindered their ability to communicate effectively with event participants. Additionally, they lacked a system to efficiently track event sign-ups and attendance, relying on a cumbersome manual process to transfer data from WordPress to Salesforce and then to Outlook. This manual approach not only led to inefficiencies but also resulted in blocked emails. Furthermore, EELGA did not have a dedicated marketing tool and had to work within a limited budget, with only two Salesforce licenses available.

The Solution

Aspire CRM provided a comprehensive solution that addressed EELGA’s challenges by enabling bulk email sending directly from Salesforce, thereby bypassing Outlook’s server limitations. Custom email templates were built for ease of use, and extensive training was provided to empower the EELGA team to confidently manage their email communications. Aspire also customised the campaign object within Salesforce to enhance tracking and reporting capabilities, allowing EELGA to monitor event attendance and analyse different event types more effectively. In addition, ongoing support ensured that the EELGA staff could smoothly operate their new system, manage events, and send bulk emails without encountering previous limitations.

The Results

The collaboration between EELGA and Aspire CRM led to significant improvements in their communication and event management processes. The ability to send bulk emails directly through Salesforce eliminated previous limitations and allowed for more effective communication with event attendees. Enhanced tracking and reporting capabilities provided better insights into event participation, leading to improved operational efficiency and streamlined workflows. Additionally, the training and ongoing support empowered EELGA’s team to confidently manage their event communications independently, contributing to a more efficient and self-sufficient operation.