Cvent
196 Case Studies
A Cvent Case Study
DuCharme, McMillen & Associates (DMA), a tax and compliance advisory firm that runs dozens of large events and roundtables annually, faced sudden cancellations when the pandemic halted in-person gatherings. Marketing and events leaders needed to quickly replace lost live events, keep the sales pipeline active, and engage clients without adding complexity to their workflows.
DMA moved roundtables and luncheons to virtual using Cvent’s Event Marketing and Management platform integrated with Zoom, retargeting past invitees, tracking registrations in Cvent and syncing data to Salesforce, and reusing templates for rapid execution. The shift enabled six virtual events in one month, increased attendance up to 4x for some programs, and delivered roughly 90% cost savings per event while preserving reporting and pipeline visibility.
DuCharme, McMillen & Associates
Lori Wildman
Senior Marketing Manager