Case Study: Schroders achieves real-time event data visibility with Eventsforce

Schroders - Customer Case Study

Schroders, a leading global asset management company, ran hundreds of events across Europe each year, but its UK events team struggled with manual invitation list creation, registration uploads, and delayed reporting between Salesforce CRM and Eventsforce. This caused time-consuming admin work and left sales teams without real-time visibility into attendee activity.

Schroders integrated Eventsforce with Salesforce CRM so invitation lists could be pulled directly into Eventsforce and registration updates synced back automatically in real time. With Eventsforce, the team saved significant time on list building, chasing responses, and reporting, while sales and management gained up-to-date attendee data, better lead tracking, and improved ability to plan outreach and meet-ups.

Schroders