Cvent Limitations with Salesforce (Plus Solutions!)
An end-to-end event management solution, Cvent is a popular software choice for organizations who need a heavy-duty tool to help streamline the event planning process.
While you might be familiar with Cvent as one of the top event planning solutions to integrate with your Salesforce CRM, there are actually a number of limitations to the Cvent Salesforce integration that you may not be aware of.
Of course, every software has pros and cons, but before choosing Cvent as your Salesforce event management solution, you should consider how these disadvantages might impact your overall event strategy.
In this post, we’ll walk through 4 key drawbacks to the Cvent Salesforce integration:
- Cvent is complicated to use.
- The Cvent Salesforce integration can be confusing.
- Cvent doesn’t offer enough support for Salesforce users.
- The Cvent Salesforce integration is costly.
Once you know what other users are saying about the Cvent Salesforce experience, you can make a more informed decision for your own organization.
Cvent Salesforce Limitation #1: Cvent is complicated to use.
One of the most common concerns among Salesforce users who’ve implemented Cvent as their event planning tool? Cvent’s platform is not user-friendly.
With any robust event management software, your team should expect a learning curve. That said, Cvent presents a number of challenges that you should anticipate before purchasing the software.
For example, Cvent users might find difficulty with aspects such as:
- Implementation. Many organizations choose Cvent over other simpler event platforms because they need a wider range of features. The problem? Many users find it time-consuming and frustrating to attempt to navigate Cvent on their own and don’t end up utilizing the full functionality because they simply don’t know how!
- Customization. Need to change up your email templates or event registration pages? Does your team like to pay extra attention to elements such as branding and design? Cvent might not be the tool for you, since Cvent’s customization options are limited and often difficult to navigate.
- Reporting. For organizations planning regular events, being able to generate reports to measure the success of your events is critical. Unfortunately, while Cvent does have the power to run custom reports, users often report issues with creating those reports on their own (and don’t receive much assistance from customer support, either).
If your team has plenty of time and a knowledgeable IT team prepared to try out and train your staff on the platform, Cvent could be worth the investment.
However, if you need a platform that’s both powerful and user-friendly, don’t settle for less than both. Try out one of our recommendations for software like Cvent (but better) instead!
What to know: Cvent users often report issues with the user-friendliness of the platform’s interface and have a hard time accessing all of the tools within the software.
Cvent Salesforce Limitation #2: The Cvent Salesforce integration can be confusing.
If you’ve ever attempted to integrate two platforms together, you know that the process is inherently challenging. The Cvent Salesforce integration is no exception.
Cvent is not a native Salesforce app; it’s a completely external solution that must be manually integrated in order to work with your Salesforce system.
That being the case, make sure your team is completely confident in configuring the integration before making the commitment to Cvent. Moreover, keep in mind that:
- Your organization will be responsible for completing the integration. As we’ll touch on more in the next section, Cvent does not offer very much support for Salesforce users during the integration process. Most likely, your team will receive some documentation for how to integrate the products, but from there, you’re on your own.
- The two platforms will not communicate with each other. Since Cvent wasn’t built for Salesforce, it won’t sync up with the rest of your Salesforce data. You’ll have to manually migrate data back and forth to have access to all of it, which will cost you time and potentially leave you with holes in your data set.
- The integration may take longer than you’d think. While some top Salesforce apps can be up and running with little downtime, integrating Cvent with your CRM can take some time. If you don’t have a significant IT team to handle the project, you may be spending weeks communicating with Cvent’s support team to ensure a smooth integration.
The best alternative to manually integrating a platform like Cvent with your Salesforce CRM is to look instead for a native Salesforce event management app.
Native apps are built as extensions of the Salesforce system, so there’s no integration required. From the minute you click “install,” your native app will be seamlessly connected to Salesforce—seriously!
What to know: To use Cvent, you’ll need to manually integrate it with your Salesforce system, which can be time-consuming and frustrating, especially if you don’t have a robust IT department at the ready.
Cvent Salesforce Limitation #3: Cvent doesn’t offer enough support for Salesforce users.
Because Cvent was not built for Salesforce, it makes sense that the Cvent support team is not comprised of expert Salesforce developers or consultants.
While Cvent will be available to answer your questions, you should keep in mind that even with their help, the integration and implementation process will fall primarily on your team’s shoulders. That means your organization will need to have a plan in place for:
- Transferring data. During the migration process, you’ll need to ensure no data is lost or damaged, that all fields line up in Cvent and Salesforce, and that you don’t inadvertently create duplicate profiles.
- Configuring the platform. Since Cvent and Salesforce are both expansive platforms, you’ll have a number of options for how you’ll configure your data and each event. If you’re not familiar with making configurations to Salesforce, you may need the help of a consultant or developer.
- Training your staff. Your team won’t become Cvent Salesforce experts overnight. Most likely, you’ll need to be trained on how to implement the integration and ensure your team understands how your event processes will work.
There are a number of online resources that you can use as supplementary help, but without dedicated support on hand, the Cvent Salesforce integration and implementation process may take more time than you’d like.
An event management app that was built for Salesforce will not only be easier to implement; it will also come with a support team that’s naturally more experienced dealing with questions that relate specifically to Salesforce.
What to know: Cvent works outside of Salesforce too, so the Cvent support team may not always be well-versed in the nuances of the Salesforce platform or provide timely, comprehensive guidance when it comes to implementation.
Cvent Salesforce Limitation #4: The Cvent Salesforce integration is costly.
Ask any user and they’re likely to tell you: the Cvent Salesforce integration does not come cheap.
Of course, organizations who need powerful event management software to pull off their events should always be prepared to make an investment for the right features, but even so, Cvent falls to the higher end of the pricing spectrum.
You’ll have to request a custom price quote to find out exactly how much your organization needs to pay for the Cvent Salesforce integration. However, before you commit to your purchase, work with your staff and board to determine where event software fits into your budget and ask yourself questions such as:
- Will we need to see the software before committing long-term? Some apps only charge based on event tickets, so you can at least explore the platform before you need to pay. If your vendor charges a flat fee, make sure to see a thorough demo before purchase.
- Will the product allow as many events as we need? Some event management platforms are priced by the number of events you plan, so make sure your software can fit all the events you need. You should also consider how many tickets you can sell and if you can plan both free and priced events without paying extra.
- Will we need to pay for upgrades? If you need more storage, more events, or more features, you may end up shelling out much more than you originally anticipated. Make sure to read all the fine print and make room in your budget for extra fees down the road.
Ultimately, when it comes to event software pricing, a good rule of thumb is that simpler is better. If you’re struggling to understand how much your software will cost you, your organization will almost definitely end up paying more than you want (or can afford).
While your organization might find that Cvent’s broad functionality is worth the cost, keep the potential complications in mind too. You may be able to find software with just as many features for a much more affordable price!
What to know: Cvent is an expensive software, so make sure you can afford all the up-front costs as well as any expenses you’ll encounter later on. If not, search for an event solution with a more budget-friendly pricing model!
With these considerations in mind, it’s up to your organization to decide if the Cvent Salesforce integration is the right call for you.
For more help navigating the Salesforce event management waters, check out these helpful resources:
- Salesforce Event Management Guide. Learn everything you need to know about planning a show-stopping event in your Salesforce CRM by reading our ultimate guide.
- Top Cvent Competitors. Now that you know Cvent might not be the best solution for your event management needs, read Double the Donation’s reviews of the best Cvent alternatives on the market.
- Best Salesforce Features for Event Planning. Did you know your Salesforce CRM is chock-full of built-in event management features? It’s true! Learn how to make the most of Salesforce to plan your events by reading this post.
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