At a glance
- Industry
- Media & Event Production
- Platforms
- Salesforce Sales Cloud
- Service
- Migration, Optimization
The challenge
Leads, events, contractors, and travel lived across many platforms, information wasn’t shared across the team, and there was no way to quote, track opportunities, or coordinate travel.
What we did
- Sales Cloud with custom stages for quoting, contracting, and negotiation, plus Einstein Activity Capture
- A custom Event Show object managing the lifecycle from pre-show to real-time execution
- A Travel Booking object coordinating contractor flights, hotels, and rental cars
- Record types for contractors, venues, and hotels with automated event creation on close
The results
The company consolidated six platforms into one Salesforce environment, automated event and travel coordination, and gained reporting across bookings, contractor assignments, and venue history.
Everything in the sandbox is right on track — this is amazing.
Client, Media & Event Production
Does this sound like your team?
- A signed deal means someone manually re-enters the show dates, venue, and crew into a separate scheduling tool.
- Contractor flights, hotel rooms, and rental cars are tracked in email threads or a spreadsheet that only one coordinator understands.
- Nobody can quickly answer which venues you have worked before, which contractors staffed them, or what was quoted last time.
Where we would start
Start by sketching how a job actually moves: inquiry, quote, contract, pre-show prep, live execution, and wrap. Standard opportunity stages cover the selling part, but production and travel usually need their own custom objects. Define those objects and how they relate to contractors, venues, and hotels before building screens. Automating event creation when a deal closes removes the most common re-entry point between sales and operations.