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Hospitality

Salesforce Commercial Platform for Real Estate & Hospitality Sales Operations

Salesforce-enabled commercial platform supporting customer engagement, reservation visibility, sales execution, marketing collaboration, and operational reporting.

Client Profile

Canadian real estate, hospitality, and serviced accommodation provider supporting corporate customers, sales representatives, key account managers, marketing teams, and commercial operations across a B2B business environment.

Business Challenge

Fragmented customer, reservation, and commercial workflows
Limited visibility into customer engagement and forecasting
Manual lead qualification, Hunter-to-KAM handoff, approvals, and opportunity management
Need for scalable Salesforce governance and real-time integration

Implemented Solution

Salesforce Cloud Enablement

  • Sales Cloud and Marketing Cloud capabilities supporting commercial operations
  • Customer 360 platform with real-time reservation integration

CRM Workflow Automation

  • Consolidated lead qualification, Hunter-to-KAM handoff, approvals, and opportunity management
  • Standardized sales and marketing collaboration

Reporting, Governance & Support

  • Executive dashboards supporting forecasting and pipeline visibility
  • Governed administration, release support, and continuous optimization

Impact

Standardized Salesforce operations across commercial engagement and reservation visibility.

Improved collaboration across sales and marketing teams

Reduced manual effort across lead qualification, handoffs, approvals, and opportunity workflows

Strengthened forecasting and pipeline visibility through executive dashboards

Enabled a more governed and scalable CRM operating model

Performance Highlights

Greenfield Salesforce implementation deploying Sales Cloud and Marketing Cloud for commercial operations.

20,000+ records migrated, supporting 20+ users.

Real-time reservation integration supporting commercial visibility.

8 workflows and approvals standardized, with 2 dashboards delivered for forecasting and pipeline visibility.