Effective Logistics Management using Dynamics 365 Portal Solutions for Cliftons Event Management Company
- Industry: Event Management
- Location: Australia
- Technology: Dynamics.Net
About the Company
Cliftons, a trailblazer in event management, specializes in orchestrating diverse events with expertise. Established and revered, the company now ventures into digital territory, aiming to offer its extensive event planning and management services through an innovative online portal. This strategic move represents Cliftons’ commitment to embracing technology, broadening its reach, and enhancing customer interaction while maintaining its high standards of service excellence in the event management industry.
Client Requirements
Transitioning to online operations, Cliftons sought a user-friendly, efficient event booking and management portal.
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Customers should be able to manage and confirm bookings online.
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Customers should be able to edit and update existing bookings seamlessly.
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Clients wanted to view invoices as PDFs.
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Clients should approve quotes and check event availability.
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Clients should be able to take online payments.
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Clients required an Admin dashboard to track portal activities.
Solutions
We developed a dynamic, feature-rich portal integrating CRM and online payment gateways for enhanced customer experience.
Event Booking Integration: Users can log in and request bookings, directly updating the CRM.
Dynamic Availability Checking: Customers get real-time event room availability based on filters.
Rate Comparison and Add-ons: Portal provides dynamic rate reflections based on room availability.
Online Payment Options: We integrated Bpoint and Stripe for direct payments.
Booking Confirmations: Instant confirmation is displayed upon payment completion.
Quote Sharing and Approval: Users can view, approve/reject quotes through the portal.
Admin Dashboard: The dashboard provides a comprehensive overview of portal activities with a data export feature.
Results
Simplified Booking Process
Customers easily manage bookings, enhancing convenience.
Updated Booking Management
Portal enables seamless editing and updating of event details.
Efficient Payment System
Now, there are streamlined payments with integrated gateways.
Real-Time Data Access
Users can get immediate availability checks and quote approvals.
Enhanced Admin Oversight
Detailed dashboard for admin to monitor portal activities.
Improved Customer Engagement
Direct, efficient customer interaction with digital tools.