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
Sales Cloud and Marketing Cloud capabilities supporting commercial operations.
Customer 360 platform with real-time reservation integration.
CRM Workflow Automation
Consolidated lead qualification, Hunter-to-KAM handoff, approvals, and opportunity management.
Standardized sales and marketing collaboration.
Reporting, Governance & Support
Executive dashboards supporting forecasting and pipeline visibility.
Governed administration, release support, and continuous optimization.
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.