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.
Inquiry stages · owner and source on every record · configurable to your own stages
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.
Ten capabilities covering the commercial side of the venue, from the first contact to the forecast the board sees.
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.
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.
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.
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.
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.
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.
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 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.
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.
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 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.
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.
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.
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.
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.
Turns an email inquiry into a structured one, in any language, before it reaches the pipeline.
Read more →Where a won inquiry becomes a held date, a built event, a proposal and a signed contract.
Read more →Pace, conversion, business on the books and forecast, reported across venues and periods.
Read more →Group pipeline, shared visibility and per-venue autonomy across every venue you run.
Read more →What the pipeline, the forecast and the response time look like from the seller’s desk.
Read more →The permissions, approvals and audit trail underneath all of it, inherited from Salesforce.
Read more →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.
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