4 Reasons Why CRM Features are Crucial for Hotel Sales and Catering


Customer Relationship Management (CRM) features are a crucial part of your overall hotel sales and catering technology. After all, your CRM software tools help you understand and connect with your clients and optimize your hotel sales and catering growth. 

If you are like many hotels, you may currently have separate systems that hold customer information — such as a property management system (PMS), a point of sale tool (POS), and a separate CRM software — you might be concerned about how you’ll be able to find and leverage customer information to drive your group sales and catering especially as events and group sales continue to rise.

This is why Tripleseat Hotels has integrated CRM features so that you can streamline your hotel event and catering bookings and build on customer relationships and boost your group sales with the same software. Today, we’re focusing on four reasons your hotel would benefit from sales and catering software with integrated CRM features like Tripleseat Hotels.

1. It’s a one-stop shop

Using a single software for your hotel sales and catering that integrates CRM makes your event sales cycle even more efficient. Tripleseat Hotels streamlines your booking and group sales process through superior account management. You’ll be able to capture necessary information from leads to create robust contact and account profiles. You can later leverage group sales information for high-profile clients. All group sales documents are built from your CRM account information. All the correct and necessary contact data flows freely into your BEOs, contracts, invoices, and other documents. No more addresses or phone numbers are lost in translation from one software to another! 

Using Tripleseat Hotels with integrated CRM, no more duplicate customer contact information or accounts and fewer chances for error. And you’ll be able to view the whole picture in one easy-to-read dashboard instead of keeping your information separated and duplicated on various technology platforms. 

2. Enhanced communication all around

The ability to directly communicate with your clients and your team all within the Tripleseat Hotels cloud-based software is a well-executed CRM feature. The robust discussion center in Tripleseat Hotels enhances your interactions with your clients and amongst your entire sales and events team. Specifically, the software holds all your email communication with your clients and staff and integrates with Gmail and Outlook, so there’s no need to work between both. You can communicate directly about a specific lead, booking, or group sales-related task or change without ever leaving the platform. You’ll be able to automate interactions professionally and on brand. Lastly, you can leverage this CRM data to impact your sales strategies because you’ll have so much more customer insight. 

Shareable information within the same software fosters more cross-departmental communication. Tripleseat Hotels allows you to have unlimited users per location and allows you to categorize user roles with specific viewing and editing abilities. You can also provide other hotel departments, besides your sales team, access to this database so that everyone can see what’s happening on a day-to-day basis and what is projected in the pipeline. Communicate cross-departmentally in one place to loop in the proper staff to assign them to specific tasks to resolve client issues and requests. Communication for the win!

3. Timesaving and consistent custom templates

You want your team to be as efficient as possible and also create a seamless and uniform experience for your guests and clients. Tripleseat Hotels certainly makes this easy with custom templates. Create well-designed, branded lead forms, automated scheduled emails, customized documentation, accurate BEOs, invoices, and more. By saving time on repetitive messaging, you can focus on building leads and strong relationships with your clients.

Tripleseat Hotels’ custom templates allow your team to respond quickly from any device. Having a streamlined and visually appealing way of communicating will certainly help to enhance your group bookings, and your hotel business will be represented in the best way possible. 

4. Reporting becomes a whole lot easier

A CRM plus sales and catering combo can provide some pretty beneficial reports so your group sales team can grow. With Tripleseat Hotels, you will be able to log tasks for a specific account or an event contact. You can then run robust reporting combining past group booking information with past client information and actionable sales prospecting activity and efforts. You’ll have a baseline to project budget, estimate annual sales, create revenue projections, follow up, and follow through with loyal, repeat clients — you name it!

With Tripleseat Hotels, you can customize and create reports of your own as well. This means you can hand-select which information you are capturing and reporting on. You can make predictions based on real-time custom information to present to your executive board or revenue management team. You can also create reports of your repeat guests, top spending clients, and other targeted information. You can become a report-creating champion and generate great analytics for your team to review, analyze, and act upon.

Use the best sales and catering software for hotels

If you’re launching new ways to drive hotel bookings, make sure to use a tool like Tripleseat Hotels that encompasses a growing number of CRM features to help you increase and manage the group sales that are essential for filling hotel guest rooms, booking event function spaces, growing banquet revenues, and increasing your overall revenue. Schedule a demo to learn more about Tripleseat Hotels.