Transforming Guest Journeys With Salesforce CRM

Industry

Travel and Hospitality

Services

Marketing Software

Business Type

Enterprise

Salesforce Solutions Used

Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Data Cloud, MuleSoft, Slack and Tableau
 

About The Solution

Our client was looking for a software that could help manage, personalize, and execute its marketing efforts. The software can help in unifying customer intelligence, personalizing campaigns and managing customer journeys. Dreamstel Technologies helped the company reduce abandoned booking, increased post-stay engagement and established win-back campaigns. By utilizing Salesforce, our client transformed from a transaction-focused business to a guest-centric ecosystem.

Background

The hospitality and travel industry need a robust system to manage and maintain their data and marketing activities. The client was struggling with disconnected systems, fragmented guest view, inefficient marketing, operational silos and limited analytics. 

We used the tools Salesforce offers to make our client a system that not only helps manage the marketing campaigns but also makes sure to make sure all guest data is unified. Unified data helps in understanding guest behaviours and their preferences. Our system enables automation and real-time analytics to streamline operations, reduce manual work for staff, and enable smarter, data-driven decisions on pricing and promotions.


Challenges

Here are the challenges that the organization was facing:

01
Data Silos & Fragmentation

This prevents a unified customer view and prevents staff creating personalised experiences for the customers.

02
Inefficient & Generic Campaigns

Hospitality and travel companies should have attractive marketing campaigns to attract customers

03
Disconnected Systems

The different teams are disconnected causing distress and confusion

04
Limited Analytics

The data cannot be utilized or a lot of data is lost

05
Inconsistent guest experiences

Low service quality, maintenance issues, and personalization failures

Objectives

The core objective of this project is to create a software that could help manage, personalize, and execute its marketing efforts. Let us see in details:

1
Unify the Guest Profile

✓ Integrate all data sources

 Track preferences

 Track  lifetime value

2
Personalize the Entire Customer Journey

 Targeted marketing communications across multiple channels

 Get guest insights

 Enable personalized service at a touchpoint

 Create a seamless booking experience

3
Increase Operational Efficiency

 Automate manual marketing

 Increase direct bookings

 Implement data-driven dynamic pricing 

4
Establish a Data-Driven Culture

 Provide leadership

 Detailed guest satisfaction metrics.

 Enable demand forecasting

 Enable guest churn prevention

Results

The results of our strategies and design
MetricBefore SalesforceAfter Salesforce
Email Click-Through Rate12%57%
Average Case Resolution Time24+ Hours< 4 Hours
Marketing Campaign ROI1.2x Spend3.8x Spend
Internal Response Time45 Minutes8 Minutes
Guest Profile VisibilityFragmented data across 100+ propertiesSingle "Guest 360" Unified Profile


Analysis

Here is an analysis of what the new system can do to optimize the organization:

 Unified Guest Identity:  Unified guest profiles eliminate data fragmentation and help segment data in a way that helps organizations manage their operations better. 

 Increased LTV: Using data, personalization, and automation to grow revenue per guest across their entire relationship with your brand

 Conversion Optimization: Optimizes conversion by unifying guest data to power hyper-personalized marketing

 Increased Transparency: Guests know where their money is going and you learn about their preferences and can create personalized experiences.

 Omnichannel Journey Orchestration: This omnichannel approach ensures every interaction feels thoughtful rather than automated

 Marketing and Sales Coordination: Marketing and sales coordination in Salesforce CRM aligns both teams around a unified guest profile


Problem

The different teams are disconnected causing distress and confusion

Solution

System that helps manage the marketing campaigns and makes sure all guest data is unified

Result

Increases in repeat guest rates, reduction in service resolution time and creating a robust marketing tool for guaranteed growth.

Strategic Takeways

The new system helped fill quite the number of pain points the institution was facing. Here are a few strategic takeaways: 

✓ The dramatic increases in repeat guest rates and marketing engagement

✓ Helps create a guest-centric organizational culture by making shared guest insight a daily tool for all employees.

✓ Significant boost in direct booking revenue

✓ The drastic reduction in service resolution time not only lowered operational costs but also directly improved guest satisfaction

Conclusion

Marketing tools are essential for any industry. For the hospitality and travel industry, it is an essential part. Marketing campaigns help in attracting guests and helping these institutes move from selling rooms to cultivating guest relationships. Salesforce helps in creating excellent customer relationships and managing your marketing campaigns. 


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