Hospitality Sales Enterprise Package

Take your hospitality and venue sales team to the next level with website lead tracking, automated marketing outreach, one-click document generation with electronic signature collection, payment processing and sales dashboards to increase productivity.

$32,199 Completion Timeline:
8 weeks

Call (800) 951-7651 or email [email protected] for more information.

Project Kick-Off

  • We'll introduce you to the consultant on our team leading your project, obtain system administrator access to Salesforce, and begin scheduling strategy sessions to discuss your sales process.

Lead Configuration

  • We'll configure a form on your website for taking in potential bookings and configure leads for tracking field information such as event type, budget, time, and any special venue requirements.

Account Customization

  • We'll customize accounts for tracking organizations for group sales, as well as households for individual sales, and the decision makers and planners involved in the event.

Email Integration

  • We'll integrate with your Gmail or Outlook-based application via Salesforce Inbox and Einstein Activity Capture to ensure all messages, contacts, and calendar entries are stored on records in Salesforce.

Electronic Signature Setup

  • We'll install Docusign for capturing signatures on contracts and venue documents, such as food and site selection, type of venue support, dates, and payment timelines.

Payment Processing Setup

  • We'll implement the Chargent app on the AppExchange to allow your team to send invoices, take deposits via card and send out receipts automatically for bookings.

Marketing Automation

  • We'll implement marketing cloud with journeys custom tailored to both group and individual sales to ensure leads as well as past clients are made aware of seasonal offerings.

Sales Dashboards

  • We'll create a sales management dashboard for your team to stay on top of leads, clients, open pipeline, contracts and upcoming payments for maximum visibility.

Data Migration

  • We'll perform a data export from your existing CRM, create a mapping document, perform a test import to confirm accuracy, then perform a final import just prior to launch.

Salesforce Training

  • We'll conduct Salesforce training to ensure your staff and management are fully capable of managing leads from your website, adding them to marketing outreach, sending out contracts for signature, and taking payments from within the system.