A Complete Guide to Conducting a Successful CRM Webinar 

As part of your CRM webinar planning, you determine your target audience and message, the date and time of the session(s), your speakers, and the basic marketing plan to invite your guests. You may also decide to limit the size of the session, charge a fee, or screen the registrants before they are allowed to join.

The online tools simplify setting up, they help you

• Customize a 'Landing Page' to promote your CRM webinar (this is also a great way to generate leads for potential audiences)
• Specify the information to be gathered from individuals who register for your CRM webinar session.
• Keep track of who has registered for your event.
• Send a confirmation email to your registrants giving them clear instructions for attending your event.

With the abundance of webinar tools available in the modern remote working world, you have many CRM webinar options to choose from. 

Thinks of your CRM webinar objectives. 

• How many people do you suppose to attending your CRM webinar? You will need a webinar tool that can facilitate the size of your audience. 
• Can your CRM webinar tool handle the type of webinar you want to have? Do you need video chat panels if needed? Or a question-and-answer format (Q&A)?

Consider more factors about the logistical elements of your CRM webinar when selecting your webinar platform. 

A typical CRM webinar will require these 4 core roles:

• Organizers: handles planning, content ideation and creation, and serve as the primary contact in your CRM webinar program. 
• Presenters: a subject matter expert well informed on the content of the CRM webinar. They will present the topic of interest to your audience.
• Moderators: moderators will handle instances where multiple people would want to ask questions or speak up. Moderators will help stimulate conversation and allow for a more free-flowing CRM webinar session. 
• Assistants: these are in case of emergency people that would be required to help out with any technical issues during the CRM webinar. Assistants can also manage chat and speak-up features like moderators can. 

Now that your CRM webinar is set up, you need to gather your audience. An email is the most effective method to invite your guests to your webinar, so make sure your CRM email integrations are in place to smooth the process of inviting participants from your contact base. You can use in-house lists of customers, prospects, colleagues or members. You can also purchase a targeted list of likely parties interested in your CRM webinar topic. Most online tools have email templates. The key features of a successful CRM webinar invitation include:

• A personalized salutation
• A summary of the webinar content and reasons to attend
• Links to the CRM webinar Registration and Landing pages
• Speaker information
• A personalized closing
• Opt-out links
• The ability to forward the CRM webinar invitation to a friend or colleague

You can send the email from your server or use a service to send your emails to you. Most tools track bounces opens, click-throughs, forwards, and opt-outs. Be sure to include a link on your website to the CRM webinar Landing Page.

As people register for your CRM webinar, their information will be automatically added to your CRM webinar database. You can review the status of the registrants by reviewing online reports. You also have an option to receive an e-mail every time someone registers. Based on the initial results, you can adjust your marketing campaign as needed.

If you wish to pre-screen participants, you may select to manually approve each registrant before they receive the webinar joining instructions. Reminder emails are automatically sent to registrants the day before the event. Registrants add the webinar appointment to their calendars by clicking on a link in the confirmation.

In preparing for your CRM webinar, you decide how you want to interact with your audience. You have audio, text messaging, and polling options at your disposal. For the audio options, you can have your attendee raise their hand with a question and call on them. You also have an option to allow our operators to manage the Q&A session.

Many CRM webinar providers supply training to help your speakers become familiar with the webinar conferencing tools. Since CRM webinar tools are easy to use, speaker training is often combined with a dress rehearsal a day or two before the webinar. Some vendors provide an event specialist to help you with your preparations, training, and webinar execution.

On the day of the CRM webinar, the event specialist joins you in a private sub-conference about 20 minutes before the start time to answer any last-minute questions and complete the final preparations for the webinar. You watch the roster grow as people sign in. Your audience is listening to music until the start time. When ready, the operator introduces your first speaker and you're life. The CRM webinar event specialist remains available to monitor the call in case you need any additional assistance.

The registration tools list who attended the event, so you can follow up as you see fit.

If you recorded the session, you may want to send the attendees a link to the playback so they can review points they may have missed during the live webinar. You may want to send them a link to a survey or other information regarding the webinar. You may also want to send the link to the CRM webinar recording to those who did not attend.