CASE STUDY
Event Visibility & Member Portal
How we created a self-service client portal that improved event access and sponsorship visibility for a networking organization.
Project Overview
A business networking organization with hundreds of members struggled to provide visibility into upcoming events and sponsorship opportunities. Members had to contact staff for basic information, and sponsors couldn't easily see their investment impact. We built a custom Zoho Creator portal that gave members self-service access to events while seamlessly syncing with their CRM and event management platform.
Industry
Events / Networking / Professional Services
Timeline
2.5 Months
Services
Zoho Creator, CRM, Backstage Integration
The Challenge
1
High Support Volume
Members constantly contacted staff for event details, registration status, and sponsorship information, creating significant administrative burden.
2
Limited Sponsor Visibility
Sponsors couldn't easily track their investment impact or see which events they were supporting, reducing perceived value.
3
Disconnected Systems
Event data lived in Backstage (event management platform) while member and sponsor data was in Zoho CRM, creating data silos and manual work.
Our Solution
We built a custom member portal in Zoho Creator that integrated with both CRM and Backstage to provide real-time event visibility.
Self-Service Member Portal
Created a secure login portal where members could view upcoming events, registration status, and sponsorship opportunities.
Personalized dashboard showing relevant events
Registration status and attendance history
Event calendar with filtering and search
Sponsor Dashboard
Built a dedicated view for sponsors to track their investment and see event attendance metrics.
Real-time visibility of sponsored events
Attendance and engagement metrics
Sponsorship package details and benefits
CRM-Backstage Integration
Integrated Backstage event data with Zoho CRM to provide seamless data flow between systems.
Automated event data synchronization
Registration status updates in real-time
Member data enrichment from CRM
The Results
55% Reduction
In support requests as members could self-service event information and registration details.
Seamless Sync
Between CRM and Backstage, eliminating manual data entry and ensuring accuracy.
Enhanced Value
Sponsors could now see their impact in real-time, increasing satisfaction and renewal rates.
Better Engagement
Member engagement increased as they had easy access to event information and registration.
"The member portal has been transformational for our organization. Our staff can focus on strategic initiatives instead of answering the same questions repeatedly, and our sponsors finally have the visibility they deserve. It's a win-win."
Tom Doane
Director, Information Security
Key Takeaways
Self-service portals dramatically reduce support burden
Giving members direct access to information eliminates repetitive inquiries and frees staff for higher-value work.
Integration between systems is crucial for real-time data
Connecting CRM with event management platforms ensures members always see accurate, up-to-date information.
Sponsor visibility increases perceived value and renewals
When sponsors can easily see their investment impact, they feel more valued and are more likely to continue their support.
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