How Salesforce CRM Transforms Hospitality
                     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
CHALLENGES IN THE 
HOSPITALITY 
INDUSTRY
• Scattered guest data across different systems
• Inefficient communication between departments
• Lack of personalized guest experiences
• Difficulty measuring and optimizing ROI
THE SOLUTION: SALESFORCE CRM FOR 
HOSPITALITY
A SINGLE PLATFORM FOR ALL • Capture guest preferences, booking history, and 
YOUR GUEST DATA interactions• Manage reservations, promotions, and loyalty 
programs
• Track service requests and guest feedback
PERSONALIZED GUEST • Gain insights into guest behavior and 
EXPERIENCES preferences• Track KPIs and measure campaign effectiveness
• Make data-driven decisions to optimize 
performance
SEAMLESS TEAM • Real-time access to guest information for all 
COLLABORATION departments• Improved communication and coordination across 
teams
• Increased operational efficiency
POWERFUL REPORTING AND • Segment guests based on preferences and 
ANALYTICS 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 Tailored Solutions Maximize revenue creation       
FEXLE ? Reservation systems, guest       Efficient lead tracking, sales      management, and customized      management, and accurate      
  guest experiences.  forecasting services
UAT & Ongoing Effortlessly integration
Training resources User forums    We help hospitality businesses 
   Admin guides Installation and   with seamless and robust CRM 
    User Guides 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