Case study · Membership workspaces
Membership and private events, tracked location by location
The client runs private membership workspaces and event venues in several cities. Parquet built their membership and private events operations on Salesforce and Account Engagement (Pardot): automatic contract drafts when a membership is created, a renewal process, Tripleseat and Nexudus integrations, Conga document templates, and dashboards for conversion and KPIs by location and tier.
At a glance
- Client
- Membership workspaces
- Industry
- Hospitality and membership workspaces
- Status
- Completed
- Platforms
- Account Engagement (Pardot), Salesforce, Sales Cloud
- Services
- Sales Operations (SalesOps), Marketing Operations (MarOps), Customer Success Operations (CS Ops)
The challenge
- Leads, memberships, and events weren't consistently tied to the location they belonged to.
- Contracts and renewals were created by hand.
- Event bookings and member data lived in separate systems.
What we built
Membership to contract
A screen flow for membership and contract creation and automatic draft contracts, plus a renewal process.
Integrations
Tripleseat for private events and Nexudus member data flowing into Salesforce.
Documents
Conga Composer templates by city, with emails sent after submission.
Reporting
Location, attribution, and KPI dashboards, and lead-to-opportunity conversion by location, tier, resident status, and month.
Marketing
Membership tier segmentation, member visitor lists by location, and Pardot email from the lead record.
The result
- Each lead, membership, and event is tied to its location, so performance can be compared across locations.
- Contracts start automatically when a membership is created.
Technology
Salesforce Sales Cloud, Account Engagement (Pardot), Tripleseat, Nexudus, Conga Composer.
Platforms
Services
Questions we hear
Can Salesforce manage memberships and renewals?
Yes. For this client, creating a membership drafts the contract automatically, and a renewal process keeps members from lapsing unnoticed.
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