The challenge

But what about the corporate access and events teams who are responsible for arranging these large-scale events? For them, being able to work quickly and efficiently while maintaining comprehensive records of interactions, timeslots, preferences and more is essential. And because effort can so often scale alongside event size, every click counts. 

Without a comprehensive, purpose-built tool such as Singletrack Event Manager, teams can face a range of frustrations and blockers in the workflows, including

• Salespeople attempting to book attendees into slots which have already been filled due to a lack of up-to-date information across the whole team
• Gathering information from a range of different sources, in lots of different formats, which gets confusing and wastes time
• Cumbersome slot request workflows involving a lot of back and forth

Singletrack Event Manager brings roadshow management into a single system that’s always up to date, giving your team a one-stop location that saves time and effort. And thanks to some crucial updates we’ve made recently to the way Singletrack helps corporate access teams plan events, it’s now even faster and easier to use. Here’s what we’ve done. 

Promoting roadshows efficiently

Previously, Singletrack users had to go through a multi-step, multi-page navigation process to see which target list a particular contact belonged to, or to update target lists based on new slot requests.

But now, by bringing together the convenience of Singletrack Call Manager with the functionality of target lists, we’ve eliminated a lot of the swapping around previously required when working through a call list to identify potential roadshow attendees. From one location, users can now quickly identify which roadshows a contact is likely to be interested in, raise slot requests and update contact records, making it much easier to promote roadshow events effectively. 

By bringing together this key corporate access workflow into a single screen and just a handful of clicks, this update means teams can promote more relevant events, faster. And with live updates, better-quality information becomes available in the same place where users manage contact lists. It’s simpler and quicker, and particularly for large-scale events, it can make a huge difference to the corporate access team’s productivity.

Incremental improvements in action

We’ve heard from our customers just how valuable this kind of update can be. Lisa Mason, Investor Relations Executive, Shore Capital, spoke to us about how Singletrack Event Manager helps her run corporate access events and roadshows. For Lisa and her team, it’s an extremely valuable tool: ‘We run all our conferences through Singletrack. I don’t think we could operate as a business without it,’ she said.

Asked how Singletrack has changed roadshow management at Shore Capital, Lisa reflected that the Events Module is making workflows smoother and more efficient. ‘It’s just speeding up the user experience, which for me is just great. Time is money, and I’m very much one of these worker-smarter-not-harder kinds of people, so the quicker I can get the full roadshow up, running and out to our sales team, out to all the holders and non-holders, to anyone who has an interest in seeing seeing one of our clients, I will offer them a meeting.’

Lisa also appreciates how Singletrack is committed to improving over time and incorporating feedback from customers. ‘It really is good because Singletrack are constantly developing and they’re really open to having conversations with us on how we can actually shape the process going forward.’ It’s a collaborative approach: ‘we’re working together, not against each other.’

To hear more from Lisa about how Singletrack Event Manager is streamlining her work every day, watch our video case study.

Unlock faster, smoother roadshows

To find out how Singletrack Event Manager can help your team deliver data-driven roadshows effectively and efficiently, book a demo now.

Singletrack

Published: 11/04/2025