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HOW SALESFORCE CRM
TRANSFORMS
HOSPITALITY
A powerful tool that empowers hotels, resorts, and other
hospitality businesses to create personalized connections,
optimize operations, and foster lasting guest loyalty
• Scattered guest data across different systems
• Inefficient communication between departments
• Lack of personalized guest experiences
• Difficulty measuring and optimizing ROI
CHALLENGES IN THE
HOSPITALITY
INDUSTRY
A SINGLE PLATFORM FOR ALL
YOUR GUEST DATA
PERSONALIZED GUEST
EXPERIENCES
SEAMLESS TEAM
COLLABORATION
• Capture guest preferences, booking history, and
interactions
• Manage reservations, promotions, and loyalty
programs
• Track service requests and guest feedback
• Gain insights into guest behavior and preferences
• Track KPIs and measure campaign effectiveness
• Make data-driven decisions to optimize
performance
• Real-time access to guest information for all
departments
• Improved communication and coordination across
teams
• Increased operational efficiency
THE SOLUTION: SALESFORCE CRM FOR HOSPITALITY
POWERFUL REPORTING AND
ANALYTICS
• Segment guests based on preferences and behaviors
• Deliver targeted offers and promotions
• Anticipate needs and exceed expectations
BENEFITS FOR
YOUR BUSINESS
INCREASED REVENUE
IMPROVED GUEST
SATISFACTION
ENHANCED OPERATIONAL
EFFICIENCY
DATA-DRIVEN DECISION
MAKING
Why
FEXLE ?
Tailored Solutions
Reservation systems, guest
management, and customized
guest experiences.
Maximize revenue creation
Efficient lead tracking, sales
management, and accurate
forecasting services
UAT & Ongoing
Training resources User forums
Admin guides Installation and
User Guides
Effortlessly integration
We help hospitality businesses
with seamless and robust CRM
Integration Services
QUESTIONS &
ANSWERS
How does Salesforce CRM help manage
guest reservations and bookings in the
hospitality industry?
A Salesforce CRM helps in
• Room Availability Tracking
• Room Inventory Management
• Automated Reservation
Processes
• Integration with Booking
Channels
• Payment Gateway Integration
• Reporting and Analytics
• Guest Communication
CAN SALESFORCE CRM INTEGRATE WITH
other systems commonly used in the
hospitality industry?
Yes, Salesforce CRM can integrate with-
• Property Management Systems (PMS) Integration- For example, when a guest makes a
reservation through the hotel's website, the information is automatically updated in both
Salesforce CRM and the PMS, ensuring real-time availability and accurate guest
information across platforms.
• Booking Engine Integration- For example, when a guest books a room through the hotel's
booking engine, Salesforce CRM can automatically create a new lead or contact record,
allowing staff to follow up with personalized communication and offers.
• Point-of-Sale (POS) Systems Integration- For example, when a guest makes a purchase at
the hotel restaurant or gift shop, the transaction data is synced with Salesforce CRM,
allowing staff to tailor future offers and promotions based on guest spending habits.
• Guest Feedback Platform Integration- For example, when a guest completes a satisfaction
survey or leaves a review on a feedback platform, the data is automatically captured and
recorded in Salesforce CRM, allowing staff to analyze feedback trends and take proactive
measures to address guest concerns.
HOW CAN SALESFORCE CRM BENEFIT THE
hospitality industry?
Salesforce CRM can benefit the hospitality industry by providing-
• Centralized Guest Interaction Management
For example, when a guest contacts the hotel via email, Salesforce CRM captures their
inquiry and logs it alongside their previous interactions, enabling staff to provide tailored
responses.
• Streamlined Reservations and Booking
For example, when a guest makes a reservation online, Salesforce CRM updates availability
in real-time and sends a confirmation email, ensuring seamless booking and reducing the
risk of overbooking.
• Tracking Customer Preferences
For example, when a guest indicates a preference for a non-smoking room during
booking,
Salesforce CRM stores this information and ensures future reservations align with their
preferences.
• Enhancing Personalized Guest Experiences
For example, when a guest checks in, Salesforce CRM notifies staff of their preferences,
such as room temperature or pillow type, allowing them to customize their stay
accordingly.
CAN SALESFORCE CRM HELP MANAGE SALES
and revenue in the hospitality industry?
Yes, Salesforce CRM offers robust sales management features like-
• Lead Tracking- For example, when a guest submits a contact form on
the hotel's website, Salesforce CRM captures the lead information and
assigns it to the appropriate sales representative for follow-up.
• Account Management- For example, when a guest creates an account
with the hotel's loyalty program, Salesforce CRM stores their
membership details and tracks their activity to provide personalized
offers and rewards.
• Revenue Forecasting- For example, using past reservation data and
occupancy rates, Salesforce CRM can predict future revenue for
specific periods, helping hotels plan their pricing strategies and
allocate resources effectively.
THANK YOU
www.fexle.com

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How Salesforce CRM Transforms Hospitality

  • 1. HOW SALESFORCE CRM TRANSFORMS HOSPITALITY A powerful tool that empowers hotels, resorts, and other hospitality businesses to create personalized connections, optimize operations, and foster lasting guest loyalty
  • 2. • Scattered guest data across different systems • Inefficient communication between departments • Lack of personalized guest experiences • Difficulty measuring and optimizing ROI CHALLENGES IN THE HOSPITALITY INDUSTRY
  • 3. A SINGLE PLATFORM FOR ALL YOUR GUEST DATA PERSONALIZED GUEST EXPERIENCES SEAMLESS TEAM COLLABORATION • Capture guest preferences, booking history, and interactions • Manage reservations, promotions, and loyalty programs • Track service requests and guest feedback • Gain insights into guest behavior and preferences • Track KPIs and measure campaign effectiveness • Make data-driven decisions to optimize performance • Real-time access to guest information for all departments • Improved communication and coordination across teams • Increased operational efficiency THE SOLUTION: SALESFORCE CRM FOR HOSPITALITY POWERFUL REPORTING AND ANALYTICS • Segment guests based on preferences and behaviors • Deliver targeted offers and promotions • Anticipate needs and exceed expectations
  • 4. BENEFITS FOR YOUR BUSINESS INCREASED REVENUE IMPROVED GUEST SATISFACTION ENHANCED OPERATIONAL EFFICIENCY DATA-DRIVEN DECISION MAKING
  • 5. Why FEXLE ? Tailored Solutions Reservation systems, guest management, and customized guest experiences. Maximize revenue creation Efficient lead tracking, sales management, and accurate forecasting services UAT & Ongoing Training resources User forums Admin guides Installation and User Guides Effortlessly integration We help hospitality businesses with seamless and robust CRM Integration Services
  • 7. How does Salesforce CRM help manage guest reservations and bookings in the hospitality industry? A Salesforce CRM helps in • Room Availability Tracking • Room Inventory Management • Automated Reservation Processes • Integration with Booking Channels • Payment Gateway Integration • Reporting and Analytics • Guest Communication
  • 8. CAN SALESFORCE CRM INTEGRATE WITH other systems commonly used in the hospitality industry? Yes, Salesforce CRM can integrate with- • Property Management Systems (PMS) Integration- For example, when a guest makes a reservation through the hotel's website, the information is automatically updated in both Salesforce CRM and the PMS, ensuring real-time availability and accurate guest information across platforms. • Booking Engine Integration- For example, when a guest books a room through the hotel's booking engine, Salesforce CRM can automatically create a new lead or contact record, allowing staff to follow up with personalized communication and offers. • Point-of-Sale (POS) Systems Integration- For example, when a guest makes a purchase at the hotel restaurant or gift shop, the transaction data is synced with Salesforce CRM, allowing staff to tailor future offers and promotions based on guest spending habits. • Guest Feedback Platform Integration- For example, when a guest completes a satisfaction survey or leaves a review on a feedback platform, the data is automatically captured and recorded in Salesforce CRM, allowing staff to analyze feedback trends and take proactive measures to address guest concerns.
  • 9. HOW CAN SALESFORCE CRM BENEFIT THE hospitality industry? Salesforce CRM can benefit the hospitality industry by providing- • Centralized Guest Interaction Management For example, when a guest contacts the hotel via email, Salesforce CRM captures their inquiry and logs it alongside their previous interactions, enabling staff to provide tailored responses. • Streamlined Reservations and Booking For example, when a guest makes a reservation online, Salesforce CRM updates availability in real-time and sends a confirmation email, ensuring seamless booking and reducing the risk of overbooking. • Tracking Customer Preferences For example, when a guest indicates a preference for a non-smoking room during booking, Salesforce CRM stores this information and ensures future reservations align with their preferences. • Enhancing Personalized Guest Experiences For example, when a guest checks in, Salesforce CRM notifies staff of their preferences, such as room temperature or pillow type, allowing them to customize their stay accordingly.
  • 10. CAN SALESFORCE CRM HELP MANAGE SALES and revenue in the hospitality industry? Yes, Salesforce CRM offers robust sales management features like- • Lead Tracking- For example, when a guest submits a contact form on the hotel's website, Salesforce CRM captures the lead information and assigns it to the appropriate sales representative for follow-up. • Account Management- For example, when a guest creates an account with the hotel's loyalty program, Salesforce CRM stores their membership details and tracks their activity to provide personalized offers and rewards. • Revenue Forecasting- For example, using past reservation data and occupancy rates, Salesforce CRM can predict future revenue for specific periods, helping hotels plan their pricing strategies and allocate resources effectively.