The Canadian Association of Alternative Strategies & Assets (CAASA) was formed to bring together service providers with alternative investment managers and investors in a setting conducive to information sharing, discussion and networking, and collaborative initiatives. CAASA craved a single powerful and agile process-automation solution aimed at covering multiple business needs. They wanted to be able to manage their database and leads while also organizing events, allowing them to focus on high-level activities. The company opted for Marketing Creatio to smoothly operate a vast amount of contact data and to efficiently manage their complete event cycle.

Creatio helped CAASA run the full event cycle by segmenting the target audience, monitoring and running personalized marketing campaigns, and measuring engagement. Marketing Creatio enabled CAASA to estimate the budget, track ticket numbers for paid events, and send notifications to participants to remind them about the upcoming conference. The no-code/low-code nature of the platform allows for easily adjustable processes to meet a company’s unique business needs. With the help of Creatio no-code customization tools and email communication automation capabilities, the company streamlined the event invitation process and saw fantastic results.

Learn more about CAASA’s success with Creatio