Roadshow Management

Effectively Manage Multi-Day, Multi-Location Product Events via Our Roadshow Management Feature

Our Roadshow Management functionality is designed to help users effectively manage multi-day, multi-show product roadshows. By providing a consolidated view of event agendas, contacts, and activities, it simplifies and streamlines roadshow planning, tracking, and execution, regardless of the scope or the number of events.

At the individual event level, this feature allows users to view the agenda, contacts, activities, and attendee status. Information can be viewed at the roadshow level or drilled down to each session or activity. In addition, roadshow or activity attendance is listed in each business client’s Interaction Journal.


Effectively Manage Session Invitations

Our Roadshow Management feature ensures that the right clients attend the right sessions. As a result, sales people can quickly and easily invite their clients to roadshow sessions. Further, invitations can either be accepted automatically or event administrators can manually choose who will be accepted. At any point, you can always see a list of who is attending and which sessions still have space – in real time, at that!


Providing You the Flexibility to Set Up the Feature to Meet Your Needs

By providing the additional flexibility to effectively manage roadshows, you can allow users to define roadshow details and query the system using key criteria. On top of that, they can assign tasks to other individuals, set up reminders for activities, or generate activity reports (at the team or individual level). Users can also leverage the user-based calendar to view attendee status and other information. Roadshow Management also provides several time-saving features, such as templates, distribution, and follow-up.


The Value that the Roadshow Management Feature Provides You

  • Boost sales through events-driven product promotion
  • Enhance the event experience

And that’s just the beginning!

Get started today and let us help you attain success.

Book a demo today to learn why leading financial services organizations choose our Intelligent Customer Management Solution to increase assets under management and share of wallet.

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Have a question? Get in touch with us today.

Contact our team today and we will be happy to answer any questions or concerns you may have. If you already use NexJ, you can head over to the NexJ developer community for more technical support.

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