Seminars , Trainings, and Workshops
in your personalized design and directly linked with your Salesforce
Efficient Seminar Management in Salesforce
Our solutions enable you to efficiently manage your seminars directly in Salesforce. From planning to participant management, our system provides all the necessary tools to optimize your educational offerings. Save time and streamline your processes with a centralized solution that delights your customers and employees.
Personalized Presentation of Your Seminars on Your Website
With the Salesforce Experience Cloud, seminar management becomes a pleasure. This allows you to effortlessly coordinate all aspects of your events. From scheduling to room reservations to participant registration – everything runs centrally and efficiently.
User-friendly Portals for Your Instructors
Provide your instructors and coaches with personalized portals where they can manage their courses, view participant lists, and share materials. Our user-friendly interfaces simplify daily tasks and enhance communication.
Seamless Invoicing and Accounting
Our solution automates the creation and management of financial documents such as invoices and credit notes directly within Salesforce. Integrate your accounting into Salesforce, keep a close eye on your finances, and minimize your administrative workload.
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121WATT relies on our solutions...
... to make the digital world understandable for their participants. Our solutions help them efficiently manage their webinars, seminars, and online courses.
Everything You Need to Offer Seminars
Leverage the power of one of the world's leading CRMs with all existing automations for finance, marketing, and customer processes—and personal branding for your webshops is no problem either.
Efficient Seminar Management
Our solutions enable you to efficiently manage your seminars and training sessions. From planning to participant registration, you always have an overview. Thanks to the user-friendly interface, you can seamlessly and easily control all processes.
Scalable
Our solutions grow with you: from 20 to 100 to 2000 employees—because you're building on one of the most powerful CRMs, this is no problem for you with us.
CRM Integration
Our solutions are based on your CRM: Salesforce. This keeps all data consistent and up-to-date—you benefit from a centralized solution that optimizes and simplifies your work processes.
Customizable
We tailor your Salesforce environment and our solutions precisely to your needs: For example, you have a special approval process—no problem!
Approachable
We develop our solutions together with you: Our team is there for you when things get tough. Because Cloudwharf stands not only for excellent solutions but also for real support!
Collaboration with Freelancers
Do you work a lot with freelancers? So do our clients—that's why our solutions are explicitly built for that: easily create credit notes and significantly reduce your administrative workload!
Excellent Seminar Providers Already Trust Our Technologies
and use our solutions for seamless integration, efficient management, and outstanding training experiences.
We are your Salesforce experts. We help you unlock the full potential of Salesforce within your company. Feel free to reach out to us at any time. We usually respond within one business day.
Frequently Asked Questions
Here are a few of the questions on our solutions for seminar-offering companies we receive the most. If you don't see what's on your mind, reach out to us anytime via our contact form.
What are the benefits of Salesforce for companies offering seminars and training?
Especially in combination with our apps (Prolisk & Finblick), Salesforce enables centralized management of all seminar and training processes, from planning to participant registration and follow-up. By automating routine tasks, you can save time and focus on the content of your seminars. Additionally, integrating seminar processes with your CRM system enhances customer relationships and improves the efficiency of your educational offerings.
How long does it take to implement Salesforce for seminar management processes?
The implementation can take anywhere from a few weeks to several months, depending on the size of the company and specific requirements. The duration depends on the complexity of the processes and whether additional customizations or integrations are needed. If you want to know how long it would take to implement Salesforce in your company with Cloudwharf as your implementation partner, contact us today, and we will provide you with a tailored assessment based on your specific case.
How long does it take to install and customize the PSA and accounting apps to my processes?
If you want to use the apps out-of-the-box and the installation is done by a Salesforce specialist, both our PSA app (Prolisk) and our accounting app (Finblick) can be installed and operational within a few days each. However, most of our clients benefit greatly from customizing them to their specific business processes. This process typically takes a few weeks to several months, depending on the complexity of your requirements and the existing Salesforce environment.
Can Salesforce display personalized seminars and training on our website?
Yes, with Salesforce Experience Cloud, you can present seminars and training in your own design directly on your website. This allows your participants to easily register, access information, and attend events – all centrally managed through Salesforce. Here is our blog post if you want to learn more about the Salesforce Experience Cloud.
How does Salesforce support the management of participants and educators?
Salesforce provides the general platform. In combination with the Salesforce Experience Cloud (see above) and our solutions (Prolisk & Finblick), you gain a comprehensive solution for managing participants and educators, like coaches, lecturers, or instructors. Participant lists, attendance tracking, and communication are efficiently managed through a user-friendly interface. Educators can use dedicated portals to manage courses, provide materials, and interact with participants.
How can Salesforce assist with billing for seminars and training?
In combination with our accounting app Finblick, Salesforce automates the creation and management of invoices, credit notes, and other financial documents. This allows you to handle your accounting efficiently and accurately by integrating all financial processes directly within Salesforce.
Is Salesforce scalable for growing seminar providers?
Yes, Salesforce is highly scalable and can grow with your company. It can be easily adapted to changing business needs and allows you to add new features and users without disrupting operations.
How do I integrate Salesforce with other tools and systems my company uses?
Salesforce offers a variety of integration options, including APIs and third-party apps, which allow seamless connectivity with your tools. In addition to our 100% Salesforce products, we also build seamless connections to your other, proven tools. Contact us for more information.
What are the costs associated with implementing Salesforce for seminar management?
The costs of implementing a comprehensive seminar management solution in Salesforce can be divided into three categories:
1. Salesforce licensing costs:
Salesforce license costs depend on the number of users, the required features, and other factors. For accurate pricing, it's best to contact Salesforce directly. Feel free to contact us beforehand for guidance on what we think you will need for your implementation.
2. Licensing costs for additional apps from the AppExchange:
If additional apps from the AppExchange are needed (like Prolisk & Finblick), regular pricing information can be found directly on the AppExchange. Alternatively, feel free to reach out to us. Sometimes we offer discounts on bundled packages or for purchasing a larger number of licenses.
3. Costs for the implementation partner:
The cost of implementation depends on the complexity and scope of customizations required. These are typically one-time costs for the duration of the implementation. You can contact us directly — we can manage the implementation of both the apps and Salesforce, or refer you to one of our trusted implementation partners if desired.
What are the best practices for using Salesforce to manage seminars and training?
Best practices include automating registration processes, using personalized portals for participants and educators, and creating detailed reports to monitor seminar success. Regular training for your team on how to make the most of Salesforce is also crucial.