Working With Schroders Case Study - Eventsforce Schroders is a leading global asset management company with over 200 years of experience in investment markets. Its events team in the UK runs hundreds of meetings, seminars and conferences across Europe each year. Challenge: As most of Schroder’s events target their customers and investor contacts around the world, invitation lists were usually compiled by account managers who owned these client relationships. The lists would be put together using the company’s Salesforce CRM solution and would then have to be manually uploaded to the Eventsforce event management system, which would track and manage registrations around each event. The problem was that as account managers had no access to the data in Eventsforce, the events team would spend

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