Hospitality services, workforce and crew lodging managementCrew Lodging Management Company
A crew lodging company put hotel data, reservations, customer requests, and analytics on one Salesforce platform with a self-service customer portal.
A workforce lodging company books and manages hotel rooms for traveling crews and staff, including healthcare workers. It manages large volumes of hotel, reservation, and customer data across many locations.
The challenge
Hotel details, reservations, and customer requests lived in separate tools and spreadsheets. Calls were not logged against records, payments were reconciled separately in the accounting system, and customers could not see their own lodging data or reports without asking the team.
The solution
SiiMPLY7 implemented Service Cloud for hotel information, reservations, and case management, with web and email intake, a service console, and hotel census and intake forms. A customer portal gives clients access to their data and dashboards, telephony integration logs calls automatically, QuickBooks Online syncs customers and payments, and CRM Analytics provides dashboards with map overlays on a data warehouse foundation.
Implementation highlights
What we built.
- Hotel and reservation management in Service Cloud
- Customer portal with shared dashboards and reports
- Analytics dashboards with map overlays
- Automatic call logging through telephony integration
- QuickBooks Online sync for customers and payments
Results
Customers access lodging data and reports in the portal
Map-based analytics across hotels
Payments synced from the accounting system
Engagement summary
The core implementation was planned at about twelve to fourteen weeks, with two follow-on exhibits adding scope as the platform continued to take shape.
What's next
The data warehouse foundation was designed to support a fuller integration with the company's cloud data platform.
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