Salesforce consultants for hospitality

Industries

Hospitality

When your customers are traveling, they really don’t want to be worrying about complications hindering them from a smooth trip. With Salesforce, hospitality companies can track their guest’s journey, equipped with plenty of personal info to deliver timely, personalized service from check-in to checkout and beyond.

At SM Innovations, we work with Subject Matter Experts who are experienced Salesforce consultants for several hospitality companies you may have stayed at, such as Sheraton and Hilton, over several years.

Our Hospitality Accelerators will help you meet current industry needs.

Accelerators are service packages for optimizing specific parts of your Salesforce environment. Our hospitality accelerators are configured by industry Subject Matter Experts — Salesforce consultants who have performed implementations for several hospitality companies. Their expertise aims to deliver improved reporting, data clarity, user experiences, workflows, and more so you can engage your guests at every step of their journey.

We also offer accelerators configured for the financial services industry.

KPI Reporting and Dashboards

This accelerator creates dashboards and customized reports for KPIs, such as sales pipelines, marketing campaigns, or budgeting and forecasting. These dashboards will enable you to track your revenue, customers, sales prospects, and more.

Automated Lead Distribution and Tracking

Automating lead assignments using Assignment Rules and Workflows will
automatically route incoming leads to individual users or teams based on lead data, enabling you to track lead response time and conversions.
You’ll be able to send internal communications if the lead is not viewed or responded to.

Approval Processes

The creation of automated approval processes reduces wait time for business quote approval, sending internal message to approver(s).
One-click submission and response
approval can trigger the quote being sent automatically
even to different approvers chosen by size/type of business.

Sales Business Process Flow

This builds a process flow bar for the sales process as users walk through it, detailing the steps required to complete it. It imposes field requirements for data integrity/step completion and is available for the lead process and quote creation processes.

Customized UI Based on Role

Creation of separate home pages, including tabs and landing pages, customized to the user’s role, with access to certain fields and information based on role.
It’ll exclude unnecessary data and pages to limit confusion and data overload. The homepage will be customized with “snapshot info” — the most important info to the user’s role.
Access to additional system applications can be provided based on licensing

Workflows for Internal Communications

The workflows are customized based on stage of opportunity and action required, and can be data-triggered or time-triggered.
The workflows can merge fields to include data from Opportunity insertable into email templates.
They can create Activities for completed tasks.

Data Validation

Maintain data integrity by utilizing Data Cloud and/or field validations.
The field validations will ensure data is entered in proper format for reporting. Duplicate Check rules will alert user if the data’s already in the system.
Automated system audits can report on violations of data entry rules.

Customized Communication Templates

Build merge templates for Proposals, Quotes and Invoices and Branded templates for hospitality management companies.
Templates also include Quotes with varying verbiage based on business size and type and invoices that reflect tax exempt or payment statuses.
(Requires addition of CPQ or native document generation functionality.)

Social Media Integration

Leverages social media to track customers and companies,
allowing you to keep up with company news and customer posts right in Salesforce.
See if customers change companies or roles on a screen that can show followed people or accounts on one landing page.

Talk to a Salesforce consultant in hospitality.

Give your customers the utmost comfort with the right configurations for breezy communication and check-ins.