Custom Events Application

Products Used

Sales Cloud

MCAE (Pardot)

Form Assembly

Nonprofit Cloud

Client

Competitive Enterprise Institute

Since

2019

Location

Washington, DC

Maintask successfully solved a longstanding integration challenge for our organization's largest annual gala. They built an event app specific to our very particular needs that worked seamlessly for table and ticket purchases, seating arrangements, and backend coordination across the team. They are an absolute dream team and exceeded every expectation with the launch product.

Amanda France

Director of Events

Client Profile

The Competitive Enterprise Institute (CEI) is a non-profit think tank founded by the political writer Fred L. Smith Jr. on March 9, 1984, in Washington, D.C., to advance principles of limited government, free enterprise, and individual liberty.

Challenge

Planning and executing a large-scale, dinner-style event demands rigorous organization and coordination. The Competitive Enterprise Institute (CEI) had been using Salesforce as their primary data management system. However, they were dissatisfied with how their existing event management applications were managing their dinner event. Specifically, they sought a more streamlined process for seating and check-ins that could be integrated directly with Salesforce, an area they identified as lacking.

Solution

Maintask devised and implemented a tailor-made Salesforce application for CEI. This solution offered an integrated database structure and a visual illustration of the seating plan that connected seamlessly with other Salesforce data. Simultaneously, it included an outward-facing check-in system equipped with QR scanning and printing functionalities.

CEI saves up to 30% of the time in event preparation as compared to before.
The Maintask apps allow for easy management of up to 5,000 dinner participants or tens of thousands of event participants.
Salesforce was integrated with a website and form software for event registration (FormAssembly).

Results

The results were significant:

- CEI now saves up to 30% of staff time in event preparation as compared to before.
- Custom event apps allow for easy management of up to 5,000 dinner participants or tens of thousands of event participants.
- Salesforce was integrated with a website and form software for event registration (FormAssembly).

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