Briefing Source

Schedule Resources

Effortless Meeting and Event Planning: Sync Requests and Calendars in One Streamlined Platform.

Allow Sales Reps to request meetings in their native CRM environment for opportunity-related requests and other users to request meetings directly in BriefingSource for different meeting types.
Send native calendar invitations to track attendee participation or take advantage of our extended integrations with both Google and Outlook to track availability and sync room calendars.
Define approval process and automate notifications to simplify workflow
Allow attendees to self-register or self-schedule with our Webinar and Event module widgets.
Show availability and easily identify and book resources with multiple calendar views.
Amplify productivity by managing and tracking all attendee invitations and communications in one place.
Create custom roles in our robust administration module to define user views and permissions.
Allow attendees to self-register or self-schedule with our Webinar and Event module widgets.

Plan Agendas

Create Your Perfect Agenda with Eaze with Our Dynamic Agenda Builder.

Import Sample Agendas or Custom Topics to build agendas in minutes
Drag and drop agenda sessions to quickly organize your day
Clone Agendas from past events to reduce redundant work
Allow Smart Automation to recommend Speakers and Executives
Associate relevant documents to topics and agenda sessions
Grab a suggested speaker or search our speaker’s bureau for the perfect match
Use Internal and External Topic descriptions to prepare attendees for the day
Manage all aspects of the invitation process for agendas in one place
Keep your attendees updated with a centralized and real-time view of the agenda.

Automate Process

Increase Efficiency and Reduce Repetitive Work with Customizable Templates and Workflows.

Allow flexible scheduling for meetings with options for manual or automated scheduling
Build Dynamic Agendas in minutes with our Agenda Builder
Invite and Track all Speakers in one place with the click of a button
Reinforce your brand and save valuable time with customizable email templates
Automate the creation of Briefing Overview Documents to share important meeting details with meeting participants
Reduce tedious data entry by automating the production of agendas, badges, and table tents
Explore event data and gain insights with auto-generated dashboard and distributable reports

Identify and Showcase Speakers

Elevate your Speaker Management with our Dynamic Speaker’s Bureau

Curate your speaker list in a searchable database with relevant search properties such as Topics, Expertise and Language skills.
Manage speaker profiles including bios, headshots, and LinkedIn Profiles
Enhance your customer’s experience by sharing meeting details, including speaker’s bios and images, prior to their meeting.

Enhance Customer Experience

Engage your Customers with personalized Customer Experience Portal.

Strengthen customer relationships by providing an engaging and secure forum to collaborate and share essential information about your upcoming meetings and events.
Keep your customers engaged and internal participants informed by sharing event details, agendas, speaker profiles, and other relevant information, such as industry-specific media and presentations.
Customize surveys to gather important feedback from both your external and internal attendees. Use your logo and brand colors to create a custom look and feel for your CEP.

Integrate Applications

Streamline Your Event Management and Get Actionable Insights with Our Comprehensive APIs BriefingSource integrates with the leading, related marketing and sales platforms to automate and streamline your work. We provide a fully documented APIs to all our data, which allows other systems to move data to and from BriefingSource. The possibilities of what you can do with your data in the briefing and event ecosystem are endless.

Enterprise Software: Salesforce, SugarCRM, MicrosoftDynamics, and more
Video Conferencing Software: Zoom, Teams, WebEX
Digital Signage Companies: QuantumXPR, Hypersigns, Barco, and many others
Plus, Data Mining Tools, CMS Systems, Catering Systems, Custom Integrations

Measure and Analyze

Visualize the impact of your meetings and events with our Dashboards and real-time insights.

Track influence on revenue opportunities with CRM integration and CRM Insights dashboards.
Gain program insights from event metrics like trends in event volume, speaker attendance and ratings, to adoption insights like online evaluation return rates.
Measure customer satisfaction with targeted evaluations by meeting and attendee type.
Create custom reports with our Report Builder and work with us to create custom Dashboards for your program.
Schedule your reports to automatically send to your team and key stakeholders on a pre-defined basis.