Selling Booths without the Exhibition of Expo Module

Transcription

1 Selling Booths without the Exhibition of Expo Module Association Technology Solutions Randy Richter Director, Technology Solutions/Partner

2 Over 70 Bridges

3 Experience

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5 Custom Development

6 Geocoding

7 Ultimate Spreadsheet Importer

8 Integration with dozens of LMS

9 Online Ecommerce

10 RiSE Web Design

11 Connect with ATS

12 Webinars

13 Please Stand By The Presentation will begin shortly

14 Selling Booths without the Exhibition of Expo Module Association Technology Solutions Randy Richter Director, Technology Solutions/Partner

15 About ATS Serving imis community since 1995 Full-service Authorized imis Solutions Provider (AiSP) Application development to extend the functionality of imis 2015 and 2016 Authorized imis Solution Provider (AiSP) of the Year

16 Hosted by Presenter: Randy Richter Director of Technology Solutions, Partner Association Technology Solutions, LLC Direct: (720) Moderator: Richard Banks Sales Manager Association Technology Solutions, LLC Direct: (571)

17 Using GoToWebinar Attendees are muted to reduce background noise Remember to ask questions via the Questions panel Questions will be answered during Q&A after presentation is complete

18 Retiring Modules Exposition Management Exhibition Expocad

19 Exposition Management Exposition Management helps you manage your day-to-day exposition activities by tracking all phases of the exposition process from initial floor plan requirements to the close of the exposition.

20 Exposition Management Enter, edit, and process exposition orders Find and track orders Manage exhibitor, exhibitor contact, company conflict, and service contractor information Assign and manage booths, booth preferences, and booth proximity Generate specific inquiries and reports Manage exposition-related forms, such as contracts and insurance documents Add new prospects and activity records Create and use sales scripts Define, clone, close, and cancel expositions Define exposition products View exposition rosters Define and configure the setup options used for customizing Exposition Management

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22 Expocad This product allows you to work within the graphical interface of EXPOCAD to create and modify booth assignments and then transfer that data to the imis Exposition Management system for invoicing and tracking of exhibitor information. The purpose of the EXPOCAD interface is to allow booth selection and assignments to occur in EXPOCAD while maintaining billing and prospecting capabilities in imis. The EXPOCAD interface and imis Exposition Management system work independently, but collectively: Booth inventory numbers are maintained in EXPOCAD. The ExpoCadExp event file contains all the data pertinent to renting, un-renting, or editing existing rented booth information EXPOCAD booth information is imported into imis based on booth assignment activity within EXPOCAD. All order processing is completed in the Exposition Management system.

23 How do you replace this functionality? Out of the box imis functionality Third party systems with integration Custom (last resort and should not be needed)

24 Common Requirements Prospect Cultivation Application/Booth information Purchase Booth Selection Communications Badges Exhibitor Kit Exhibitor List Floor Plan Mobile App

25 imis Events Use imis Events Products for booths and sponsorships For booth selection use a question to let exhibitors give choices or you can even create a function per booth with a max quantity of 1. Questions can be used for booth requests, booth description, etc. They can be required or optional.

26 Priority Points Panels and IQA s in imis can manage this information. Individual points can be entered IQA s can run reports to calculate the priority list

27 Priority Points

28 Sales Process Consider using imis Moves Management Track leads Track contact with leads Use tickler feature to follow up

29 Sales Process

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31 Purchase Setup imis Event Manage registrations in Event

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39 Floor Plan On your website consider a static map Use an IQA to list out exhibitors and booth numbers from imis

40 Communications Use IMIS Template System Use Process Automation Plus to send out s Create an internal dashboard

41 Mobile App Consider using a responsive RiSE site Consider a bridge to a mobile app company

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44 Badges/Dashboard

45 A2Z An IQA query allowing a2z to pull exhibitors and prospects from imis into a2z. An A2Z_ORDER_ACTIVITIES table providing a full transaction log of purchases, credits, and cancellations per meeting per exhibitor. An A2Z_OVERALL_ACTIVITIES table providing the full detail of the exhibitors as entered into imis including data that is unique to the exhibitor record in a2z. An A2Z_BOOTHS table showing the current inventory of booths at A2Z including who is in each booth. This data can be used to display a list of exhibitors on your RiSE site.

46 Provide a single Sign-on between imis and CadmiumCD, ensuring a seamless user experience for members. Track members CadmiumCD proposal, speaker Track booth sales activity in imis Provide a Single Sign-on with the CadmiumCD mobile application with filtering in imis so you can control who has access to login to the mobile application.

47 An activity record that shows who purchased which booth. An EXPOCAD_EXHIBITORS table that provides the full detail of the exhibitors as entered into imis including data that is unique to the exhibitor record in Expocad. An EXPOCAD_BOOTHS table that shows the current inventory of booths at Expocad including if the booth is rented or not and who is in each booth. This data can be used to display a list of exhibitors on your RiSE site when linked to the EXPOCAD_EXHIBITORS table. It can also be displayed on a staff site dashboard showing how many booths are left unsold. An EXPOCAD_TRANSACTIONS table that provides the full detail of each transaction and is suitable for use in any IQA query.

48 Identify and track those who sponsored, exhibited or attended the show, and connect records of related groups, individuals, etc. This will create new company and people records in imis if necessary, then link the people to the companies through a relationship. Match incoming booth payments to exhibitors in imis and create activity records for booth sales and payments. Match incoming sponsorship payments to exhibitors in imis and create activity records for sponsorship payments. Identify any issues that must be addressed and provide a log of records that failed the synchronization process.

49 Other Event Related Integrations American Tradeshow Services Convention Data Services Convention Technology Enhancements (CTE) eshow Eventpedia EventRebels Experient Expo Logic Passkey Planstone The Pulse Network Zerista

50 Prepare Staff to move off Desktop

51 Questions? For more information or to engage ATS contact Randy Richter Richard Banks

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