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how to host networking event

How to use your CRM to host a successful networking event

Mar 17, 2022

Networking events have long been used by many professionals to establish and enhance relationships with others that can be mutually beneficial to each other’s business. Open house showings for real estate agents; homebuyer workshops put on by mortgage bankers and attorneys; speakers’ workshops; or simple meet and greets by the local chamber of commerce – there are as many examples and variants as there are professions that can gain from introduction, exposure and time spent with others.

Using a CRM to manage networking event invitations

Download the guide to text messaging for mortgage lenders.

A good CRM is essential to many business practices: basic organization of one’s database; segmentation; auto-response lead generation and business building campaigns; general marketing; social post generation and distribution; milestone triggered progress reporting; the list goes on.

It all goes to logic that your CRM can also be effective in segmenting and managing the distribution of invitations for a networking event. All the means by which you use your CRM for other purposes can just as easily be used for any event marketing purposes as well.

Event marketing, by way of the creation of targeting prospect lists, the utilization of social posts, SMS texting and landing pages with response forms are all of great utility. Simply create your lists and start sending and posting to your prospects or groups.

Using a CRM to handle event marketing registration

A great purpose-built CRM like Surefire CRM from Black Knight is a great example of a system built to handle all manner of custom or creative uses. For instance, a built-in interface that can be used to create a landing page on the fly with included form response mechanisms is the perfect medium to handle both the invitation and registration of attendees for your event.

Forget manual list making, individual emails, SMS texting or any other means that prospect invitations have been handled in the past. Surefire CRM is the perfect tool to enable an efficient and orderly way of filling your event with all the candidates of your choice.

Can you use your CRM to handle automated SMS texting responses?

Yes, you can. Built-in form creating tools in Surefire CRM allow you to easily create forms that upon response, can utilize rules engines to automatically respond with an SMS text confirming the intent of the respondent.

The freedom from manual response to each and every attendee frees your time and lets you focus on all the other things that can contribute towards the success of your networking event, seminar or real estate open house.

Setting the stage by setting your standards

As the organizer of any networking event, your professionalism in the conduct of soliciting and responding to attendees will already speak highly of your standards. Any professional that appears unorganized in any effort will have an uphill battle in promoting their actual services. It’s not to say that anyone would expect a mortgage banker, mortgage broker, real estate agent, attorney, title company representative or other professional to be a pro at event marketing. Nonetheless, if you do appear to be a professional in promoting an event, that certainly can make for a great first impression and a far easier segue to your actual services.

If you’ve never yet seen a first class and award-winning system like Surefire CRM in action, click here for a Surefire demo today. The time you spend can be saved many times over in making your business efficient and professional. 

Brian Larrabee
Brian Larrabee
Content Director

Brian’s entire professional career has centered in real estate. He’s designed, built and brokered homes. He’s provided over half a billion dollars in mortgage loan financing to everyone from first time-buyers to the CEOs of Fortune 500 companies He’s a published author with articles in periodicals,

hedge fund websites and trade publications. Brian has traveled the country and been on broadcast radio to speak in front of hundreds of his industry contemporaries. He’s also created and developed hundreds of educational products from print to digital used throughout the U.S. and beyond, which make the process of buying and financing a home easier for all. Brian is a father, real estate investor, outdoorsman, pilot, skier, golfer and plays ice hockey in several men’s leagues every week of the year.

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