We run events for youth football players and use Salesforce as our CRM and have an external booking system for our events called [login to view URL] who has its own back-office solution for managing events that is well adapted to our needs.
Challenges
* We have to import data from the booking system to Salesforce. Time-consuming and source of error
* Difficult to reference the contacts in Salesforce with booking system since we don't have unique references booth places that we can match. This creates duplicate issues or data update issues if parts of the data get blocked from the import.
* When we import data we want to create new player contacts and update existing player contacts and at the same time create a new opportunity (order) with the purchasing information that we associate with this contact. In that way, we keep track of all the different sales to a client.
* Create good reporting for resale
Ideal scenario
- Full integration between CRM and booking system (to do API integration with salesforce).
- Customer login with self-service fields for reporting activities and that clients can see their orders.
We now need to identify partners who can support us on the development.
About the recuiterMember since May 20, 2018 Shoindiaath Afr
from Pennsylvania, United States