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Automatically send enriched pre-booking customer data to Salesforce

Written by Megan Bryant | Mar 9, 2023 12:45:00 PM

We are excited to announce that Triptease is now fully integrated with the world’s biggest CRM provider - Salesforce. The integration will save hours of work by automatically syncing guest information between the two platforms.

Giving hoteliers the ability to collect thousands of GDPR-compliant email addresses directly on their website is a big step towards delivering a sophisticated marketing strategy. With the eventual exit of third-party tracking, capturing emails allows hoteliers to build direct relationships with their prospective guests while personalizing the experience.

But without automation, collecting email addresses and manually uploading lists into your CRM is timely and prevents you from focussing on other - more impactful - work.

Save time on manual work and focus on what matters

In a recent Triptease customer survey, respondents were asked about the major challenges around customer data collection. Answers like “time taken to manually input data”, “cost, time, skills” and “not having enough staff to manage this” helped us understand that most hoteliers are not currently in a position to collect pre-stay customer data in a strategic way, even if they know the end result would bring huge benefits.

Without the integration, hoteliers would have to manually download and upload email lists back into Salesforce, which is not the most convenient way of working especially since hoteliers are already understaffed

The Triptease and Salesforce integration means hours of time can be saved as any email captured via the hotel’s website will automatically be fed into the CRM.

Introducing Triptease Audience Sharing

Collecting basic info like name, email and zip code is vital - but in order to offer truly personalized and impactful marketing, hoteliers need additional data that provides a deeper understanding of what customer needs and want.

Automatically send emails enriched with pre-booking customer data to Salesforce

CRMs typically provide hotel marketers with post-stay guest data. This is great for building and maintaining customer loyalty, but what about prospective guests? Analyzing and understanding customers who haven’t stayed with you yet opens up an entirely new opportunity to improve the customer experience and drive more revenue. But getting this data and using it effectively is hard, which means pre-booked guests remain a hard-to-target mystery.

Triptease Audience Sharing automatically gathers hard-to-access data on these pre-booking customers and segments the data collected via Email Capture Messages into usable audience lists. Those lists are sent directly into your Salesforce CRM so that you can sent targeted emails to pre-stay customer groups like families, last-minute bookers or people looking to stay on a specific date (like Chinese New Year).

What does this mean for you? You’ve just doubled the value of your CRM! Now you can send the same kind of personalized, impactful emails to pre-stay customers that you’re already providing for people who’ve stayed at your hotel. That’s a whole new audience receiving a premium personalised service from your marketing team.

If you’d like know about what the Triptease Data Marketing Platform and CRM integrations could do for your hotel’s marketing strategy, fill out the form below and a member of our team will be in touch.