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CRM & SALES

Every inquiry,
every account.

41% of sales time goes on low-value manual tasks. In a venue that means retyping an RFP that arrived by email, hunting for last year’s rate, and rebuilding a forecast in a spreadsheet every Monday.

Built for institutional AI · Powered by Salesforce · Modern and agile
TYPICAL INQUIRY PIPELINE
Received
Captured from email, web form or channel, with the source recorded
In Process
Qualified, scored, routed to an owner, space and dates checked
Converted
Turned into a booking, carrying the account, dates and quoted lines
Won / Lost
Closed with a reason, so conversion is measured rather than guessed

Inquiry stages · owner and source on every record · configurable to your own stages

THE COMMERCIAL RECORD

Who the client is,
and what the year looks like.

CRM & Sales owns the commercial relationship: who the client is, what they have booked with you before, what they are asking for now, who is working on it, what it is worth, and whether you are ahead or behind for the year. A Salesforce foundation, with a venue sales model built on top.

When an inquiry is won it converts straight into a booking in Booking & Event Management. Nothing is retyped, and the account history follows the client from one event to the next rather than starting again each time.

WHAT’S INSIDE THE MODULE

The account, the inquiry, the number.

Ten capabilities covering the commercial side of the venue, from the first contact to the forecast the board sees.

Relationship management

Accounts, contacts, organizers, agencies and the links between them, with the full history of events, spend and conversations on the record. When an account manager leaves, the relationship stays in the business rather than in their inbox.

Sales Activity

Calls, meetings, site visits, emails and tasks logged against the account and the inquiry, from Outlook or Gmail without leaving the inbox. Managers can see what is actually happening on an account, not just what is in the pipeline number.

Deduplicated Account profiles

Duplicate accounts are matched and merged, so the same association booking three of your halls under two trading names is one client with one history. This is what makes account spend, tiering and group reporting trustworthy.

Account tiering

Classify accounts by value, volume or strategic importance, and let the tier drive rates, service levels, routing and who owns the relationship. The tier is a field on the account, so every report can use it.

Account and Sales cycle

The stages above are the shape of it. What matters underneath is that conversion is measured: per venue, per space, per source and per seller, with a reason on every close. Venue sales cycles run for years, and a booking won four years out is still attached to the inquiry that started it.

Contract management & negotiated rates

Agreed rates, discounts and terms held against the account and applied automatically when a booking is built. Nobody has to remember what was agreed two years ago, and nobody has to find the PDF to check it.

Sales program

Campaigns, target account lists and structured outreach for the segments you want more of, run in the same system as the pipeline they feed. What came from which program is measurable, right through to booked revenue.

Budget, forecast, BoB

Budget by venue, space and period, weighted forecast from the live pipeline, and business on the books for any future period. One set of numbers, drawn from the bookings themselves, not rebuilt in a spreadsheet each month.

Lead scoring & routing

Score inquiries against the business you actually want, by size, dates, space fit, account tier and source, then route each one to the right owner automatically. The dates that need a fast answer get one.

Inquiry web forms

Forms on your own website that create a structured inquiry in the CRM, with the source recorded. No shared mailbox in the middle, and no inquiry sitting unread because the person who watches that inbox is on leave.

ADVANCED LEAD MANAGEMENT

For groups running
more than one venue.

Advanced capabilities for operators who take inquiries across multiple venues or who take a meaningful share of their business through event channels.

A single venue can run its inquiries out of the standard pipeline. A group cannot: the same RFP arrives at three venues, the channel sends it to whichever address it holds, and nobody can see whether the client has already been quoted somewhere else in the group. Advanced Lead Management handles all of your venues as one commercial front door.

Channel integration (Cvent)

RFPs from Cvent arrive as structured inquiries in the CRM, with the dates, space requirements and attendee numbers already in fields. No rekeying, and no separate channel inbox to watch.

Multi-venue lead and inquiry management

One view of every inquiry across the group, whichever venue it came to. Group commercial teams can see demand, overlap and conversion across all of the venues while each venue keeps its own pipeline and its own owner.

RFP aggregator & Inquiry routing

Inquiries from every source land in one place and are routed by rules you set: capacity, dates, venue type, account tier, ownership. The same RFP hitting three venues is recognized as one piece of business.

Multi-venue proposals

Offer a client two or three of your venues in one proposal, with the right spaces and rates for each, and track the response as one piece of business rather than three competing ones.

HOW IT SITS IN THE PLATFORM

Before the booking,
and around it afterwards.

WHERE IT BRINGS VALUE
  • One client record per client, however many of your venues they book
  • Every inquiry traceable to its source, its owner and its outcome
  • Agreed rates applied automatically, instead of remembered
  • The relationship held by the business, not by one person’s inbox
  • Budget, forecast and business on the books from one set of numbers
AND CONNECTS WITH
  • Cvent, through Advanced Lead Management
  • Outlook and Microsoft 365, Gmail and Google Workspace
  • Marketing platforms, through Thynk Connect
  • Your website, through inquiry web forms
  • Salesforce AppExchange
QUESTIONS WE GET ASKED

Frequently Asked Questions

How is this different from a generic Salesforce CRM?
A generic Salesforce CRM is a general-purpose tool. This is a venue application built on the Salesforce platform: venue accounts, organizers and agencies, an inquiry pipeline with venue stages, negotiated rates held against the account and applied when a booking is built, lead routing by space fit and capacity, and business on the books by venue and period. You get every Salesforce capability beneath it, and the venue layer on top.
Can it run multiple venues from one platform?
Thynk is built for multi-venue structures from the ground up: group pipeline, per-venue reporting, cross-venue forecasting, with each venue keeping its own pipeline and owner. If you have a single venue, it works just as well too.
Where does the data live?
On the Salesforce multi-tenant cloud, in a region close to you. Aligned with GDPR and other regional privacy laws. Your data is yours: documented objects and fields, all API-accessible, set out on Security & Compliance.
How do negotiated rates get applied?
They are held against the account with their terms and validity, and applied when a booking is built for that client. The coordinator does not have to know the history of the agreement, and the rate that was agreed is the rate that is quoted.
Can we see business on the books for next year?
Yes, for any future period, by venue, space, event type or account, because it is calculated from the bookings themselves rather than from a separate forecast file. Pace against last year and against budget sits in Analytics & Reporting.
What happens to our existing account data?
Accounts, contacts, inquiries and historical events are migrated after field-by-field mapping, and deduplicated on the way in. We are straightforward about what migrates cleanly, what needs cleaning first, and what is better archived than carried across.

See it on your pipeline.
Bring last month’s inquiries.

A 45-minute call with the team. Start with how inquiries reach you today, how long they wait, and what you can and cannot measure about them.

Operate hotels too? See the Thynk hotels platform →