Background
Hospitality B2B sales is relationship-heavy: corporate accounts, travel agencies, event planners, long-stay partners, and negotiated-rate agreements all move through different conversations and renewal cycles.
Without a structured CRM, sales activity becomes difficult to prioritise. Account history, pipeline stage, rate agreements, and follow-up commitments can become dependent on individual sales managers instead of the organisation.
The task
Design a hospitality B2B CRM covering corporate accounts, partner relationships, sales pipeline, negotiated rates, group leads, activities, and account-performance reporting.
The solution
The CRM model separated guest-facing relationships from B2B commercial relationships, giving hospitality sales teams the fields and workflows they actually use.
Account records included company profiles, contacts, rate agreements, production history, opportunities, activities, and renewal reminders.
Dashboards gave commercial leadership visibility over pipeline health, account ownership, conversion status, partner performance, and follow-up discipline across the sales team.
Structuring hospitality B2B sales
Model corporate accounts, define sales workflows, and give leadership a reliable commercial pipeline view.
- 01
Map corporate, agency, event, and partner account types with the right contact and contract structures.
- 02
Build opportunity stages, activity tracking, negotiated-rate records, and renewal workflows.
- 03
Surface pipeline, account production, conversion, ownership, and follow-up metrics for sales leadership.