Case Study: 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

CRM Workflow Automation

Reporting, Governance & Support

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.

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