Hospitality company needs to enhance their CRM capabilities to match the business with a Flexible CRM for High Growth Sales.
Thank you for reading this post, don't forget to subscribe!Industry: Hospitality – High Tech
Client is a hospitality company specialized in a new, modern mode of housing, making it easy to live well — wherever, whenever. Company has homes in over 30 cities across the U.S. and have hosted over 1 million nights of stays. Backed by Airbnb, Comcast, Bowery, and Initialized Capital, they’ve raised $90M in funding.
Problem:
- Pipedrive CRM did not provide the enhanced capabilities the sales team needed in order to scale
- Data cleanliness was a major issue leading multiples of accounts, contacts, and no rules in place to prevent data redundancy and duplicates
- Data relationships had to be managed manually using Excel
- Leadership did not have an accurate view of the pipeline needed to make business decisions
Implemented :
Our solution?
- Implemented Salesforce Sales Cloud with automated business rules to ensure data integrity
- Created an algorithm to clean and de-duplicate data prior to data load
- Lead, Account, Contact and opportunity objects were configured out of the box
- Setup Salesforce reports to meet business needs
Results:
- Enabled sales team to bring in new deals quicker
- Data integrity is ensured and data quality improved
- Management is able to make more informed decisions with help of customized reports & dashboards
- Real Estate team road mapped to adapt and share the same SF platform
Salesforce offers customized solutions for the travel and hospitality industries, assisting companies in this field to provide outstanding client experiences, optimize workflows, and spur expansion. These solutions make use of the Salesforce Customer 360 platform to improve communication, organize data, and give visitors a customized experience.
Salesforce offers digital transformation technology for travel, tourist, and hospitality industries.
If you are considering a Salesforce hospitality implementation, contact Tectonic today.