How Tripleseat is a Comprehensive CRM for Restaurants and Venues

Kate Kennedy August 30, 2023

It’s So Much More Than Event Management

When you think of Tripleseat, the first thing that might come to mind is its robust capabilities as an event management software. While Tripleseat excels in streamlining the booking process, organizing events, and ensuring everything runs smoothly, it would be a mistake to think of it solely in those terms. Tripleseat is a multi-faceted platform that serves as a Customer Relationship Management (CRM) tool for restaurants and venues of all sizes. Its capabilities go far beyond just the event itself, extending pre and post-event to offer a comprehensive approach to customer engagement and revenue maximization.

Pre-Event Capabilities: Early Engagement Matters

Before any event takes place, Tripleseat helps businesses capture essential customer data and preferences that can be leveraged to provide a personalized experience. This starts from the moment a customer inquires about a reservation or event. The software can track all interactions, from initial emails to menu preferences and previous booking history.

Through Tripleseat’s CRM capabilities, sales teams can automate follow-up emails and reminders, ensuring they are always one step ahead in meeting customer needs. With all information centralized, you can easily create targeted marketing campaigns that resonate with your audience. Imagine the impact of sending a special offer to customers who frequently book corporate events or prefer vegan dining options. Focusing on these unique needs can enhance customer satisfaction even before they walk through the door.

During the Event: Maximizing The Experience

Throughout the event, Tripleseat’s seamless management features ensure that nothing slips through the cracks. From coordinating between kitchen staff and front-of-house teams to handling last-minute changes in seating arrangements or menu preferences, Tripleseat keeps everyone on the same page. However, what sets it apart is its ability to capture real-time data that can be added to customer profiles. This includes preferences like favorite dishes, wines, or even room setups. As part of the CRM system, this data becomes valuable information for future interactions and marketing strategies.

Post-Event: Turning One-Time Visitors Into Loyal Customers

The event might be over, but your relationship with the customer doesn’t have to end there. Tripleseat’s CRM features allow for an automated but personalized follow-up. You can send thank-you emails, request feedback, and even offer special promotions aimed at encouraging a second visit. With built-in analytics, the software provides insights into customer behavior and engagement, enabling businesses to fine-tune their strategies.

But the power of Tripleseat’s CRM capabilities doesn’t stop there. It allows you to segment your customer base in various ways, giving you the opportunity to create targeted campaigns for different customer types. Whether it’s a loyalty program for frequent diners or a unique discount for those who book large events, Tripleseat ensures that you’re not just casting a wide net but are actually engaging in a manner that is most likely to convert and retain customers.

Target Your Customers with CRM Reporting in Tripleseat

Find Your Most Booked Contacts

Every venue has those tried and true customers. The ones that always come back to you for their private event needs. Why not reward these customers first? You can easily pull a custom report in Tripleseat to identify who they are. Simply click “custom” under the most booked contacts report. You can pull contacts from a certain date range, and then click to filter them by the number of events they booked. Once you run the report you can pull out all of the contacts that booked 3 or more events during that time period, or whatever parameter you see fit. You now have a targeted list you can use to send out emails. Ask them how they’re doing, let them know you’re thinking about them, and that you are offering them a waived room fee for any event they book this fall or an upgraded bar package or even a percentage off their full event total

Reach your Corporate Contacts

Want to target your corporate accounts? No problem. You can pull a custom account report and include the market segment as a column. From there you can filter the report in excel by the market segment and pull out all of your corporate accounts. Reach out to their main contact by email and offer them a free AV package upgrade or complimentary coffee bar if they book their corporate meeting at your venue this fall or early in 2021.

Target Holiday Event Customers

If holiday events are what you’re trying to book, you can pull a custom event details report from the 2019 holiday season. Make sure to run the report by a specific date range (for example: Nov. 1, 2021– Jan. 31, 2023), and group the report by event type. Now you can easily see which events during this time period were holiday-related. Reach out to these contacts and let them know that it’s never too early to book their holiday party, and that it may be even more important to book early this year since so many groups will want to get out and celebrate when they can. You can offer them no minimum or even a free champagne toast. Chances are they’ll appreciate the offer and agree that this holiday season will be a much-needed excuse to gather with family, friends, or colleagues.

CRM Tool for Restaurants: Make Every Customer a Returning, Happy Customer

In a highly competitive landscape, offering great food and ambiance is not enough. Tripleseat provides not only the tools to manage events efficiently but also serves as a robust CRM platform for restaurants and venues. By utilizing Tripleseat’s features before, during, and after events, you’re not just ensuring a successful event but are laying the foundation for a long-term, profitable relationship with each customer. So, when considering event management solutions, remember that Tripleseat is a tool that can keep every customer a returning, happy customer.