Weeks of planning spread across numerous tools
Registration in one platform. Outreach somewhere else. The agenda in another. The spreadsheet ends up holding it all together.
EpochX · Customer Summits
Your biggest customer event shouldn’t be the hardest to prove
A user summit can take months of planning across marketing, sales, and CS. EpochX brings the entire program into one connected workflow, from first invite through post-event reporting.
Demo event
Northstar Customer Summit
San Francisco · September 16–17
Your summit pass
Choose the sessions most relevant to your team.
Select sessions
3 selectedOpening keynote
Tue · 9:00 AM
Product roadmap
Tue · 1:30 PM
Customer roundtables
Wed · 10:00 AM
Why customer summit planning gets complicated
Every team owns a piece, nobody owns the audience
Marketing invites. Sales nominates. CS protects customer relationships. Soon, different teams are working from different versions of the same plan.
The budget line everyone questions
Attendance is easy to report. Showing what the summit influenced across accounts, pipeline, and customer relationships is much harder.
28% of the largest organizations use six or more event technology platforms, while only one in five has fully integrated its primary event platform with the broader sales and marketing stack.
Source: Forrester, 2025One summit, from invite to readout
Keep the whole program connected
Before
Build the audience before you build the event
Build from CRM data, align teams on one audience, prioritize invitees, and launch branded outreach and registration.
Marketing+Sales+CSOne summit audience
Summit audience
One working view for every team
58
Marketing
47
Sales
45
Customer success
150 priority customers
Tiered by account and relationship owner
During
Run the complexity without losing visibility
EpochX supports multi-day, multi-stream, multi-session experiences while keeping registration and session activity connected to each guest.
What event teams at global technology companies are asking
“Can we build multiple days with multiple sessions people can sign up for?”
“Can we see which sessions each guest registered for?”
“How do we share registration updates with the venue and project team in real time?”
Live registration view
Shared with the venue and project team
Opening keynote142 registered
Product roadmap96 registered
Customer roundtables72 registered
After
Show what the summit produced
Bring attendance and engagement into an account-level view so teams know where to follow up and leadership gets a clearer readout.
Executive summit readout
Demo account-level view
132
Attended
41
Accounts
318
Session joins
NaNorthstar account8 guests
BSBeacon Systems5 guests
MLMorrow Labs4 guests
What keeps the summit connected
One workflow, backed by the right capabilities
Example scenario
A 150-person summit, start to finish
A practical look at how one connected summit program can move from audience planning to executive readout.
12 weeks out
Planning
Marketing starts with CRM account and contact data. Sales and CS nominate priority customers and coordinate outreach around the same audience.
Leading up
Invitations + registration
EpochX powers branded registration, communications, and a multi-day agenda with different session options.
During
Sessions + attendance
The team can see who registered, who attended, and which sessions guests selected.
After
Follow-up + readout
Attendance and engagement roll into an account-level view for clearer follow-up and reporting.
PlanningInvitationsRegistrationSessionsAttendanceFollow-upReadout
Your summit lasts a few days. The work starts months earlier.
See how EpochX makes customer summit planning more efficient.
Frequently asked questions
Can EpochX support multi-day customer summits and user summits?+
Yes. EpochX supports multi-day events with multiple sessions, so attendees can register for the parts of the summit that are relevant to them.
Does EpochX support badge printing, QR check-in, and a mobile event app?+
EpochX supports QR-based check-in and a mobile-friendly web app for attendees. For badge printing, we work with trusted partners and can connect customers with the right provider for their event setup.
Can EpochX support a customer advisory summit?+
Smaller advisory formats work well too. Teams can segment the audience, coordinate outreach, and create a more tailored registration experience for a customer advisory summit.
Can attendees register for individual sessions?+
Yes. Attendees can choose from multiple sessions during registration, with those selections kept alongside their guest record.
Can we see which sessions each customer registered for?+
Session-level visibility shows which parts of the summit each guest signed up for, not just whether they registered for the event overall.
Can marketing, sales, and customer success work from the same audience?+
Yes. Teams can coordinate around the same CRM-sourced audience while managing invite tiers, ownership, and outreach.
Can outside event partners see registration updates?+
Approved partners can get live dashboard access to registrants and questionnaire responses, reducing the need for manual exports and status updates.
Can different customer groups have different registration experiences?+
Yes. Conditional registration logic can change the experience based on attendee type or selections, including which sessions, questions, or communications someone receives.