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By: Justin DeagleJustin Deagle
  05 Jan 2021
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What is a Salesforce Booking System?


It’s the digital revolution, and customers expect to receive services from your website quickly – as in – they want them now.

That’s why many businesse turn to a Salesforce booking system for their reservation management needs.

But what is a Salesforce booking system?

Salesforce booking system allows customers some self-service options, like the ability to book a meeting space, property, or room online. It saves your team some time because it auto-populates your reservation calendar.

Whether you’re a travel agency, property manager, or a provider of meeting spaces – a like Salesforce booking system can help your business immensely by providing ease of scheduling for you and a great customer experience for your clients.

Check out our Property Management System on Salesforce

Benefits of a Salesforce Booking System

Using this type of solution can save your company time and money in several ways. Not only does it help eliminate human operator error, such as double booking, but it also serves to create a better experience for customers who may, in turn, want to continue using your services over others.

Salesforce Booking System is Always On

As mentioned above, today’s customers are accustomed to immediate service. And if you’re not available – they’ll move on. Having the ability to be open 24/7 ensures your customer is always able to use your service, even when you’re not open for business. Plus, with the reduction in possible errors, it’s more likely that customers will return to you time and again for their needs.

Salesforce Booking System is a Time Saver

Manual data entry takes time – so if you’re someone who uses spreadsheets to keep tabs on reservations – you know how long it takes and how easy it would be to make an error. Plus, nixing spreadsheets means a whole new level of security and ease of access for you.

Salesforce Booking System is Secure

A computer crash could wipe out days, maybe even months, or years of your booking data. But, using a Salesforce booking system means that all of your data is backed up on secure servers – you’ll never have to worry about losing data again.

Salesforce Booking System is Accessible

Just like your business should always be open for the customer, it should always be open for you. Now, you can work right from your dining room table or hotel room if you want to. There’s no need to be chained to your office chair. Your booking data is at your fingertips, hosted by secure servers. Additionally, with the data hosted in the cloud, it’s likely that you can use a smartphone app to track necessary information from anywhere at any time.

Salesforce Booking System Helps Create and Cultivate Relationships

Salesforce booking system helps empower consumers to book their own appointments directly on your website with inbound scheduling and build a one-of-a-kind experience with customizable flows. Appointments may be used to generate new clients by automatically creating a fresh lead, thereby encouraging good first impressions and good customer relationships.

Salesforce Booking System Helps Simplify Appointment Scheduling

Users can follow the step-by-step instructions in our the setup assistant to arrange locations, dates, and resources. This helps put your teams up for success by assigning skills. Allow any resource or client to easily book, change, and cancel appointments.

Common Features of Reservation Management Solutions

Salesforce booking system have lots of features that help business owners automate mundane tasks, stay organized, and ensure a secure environment for customers. Here are a few:

Organization

Keep all of your data under one umbrella. This allows you to see your reservations, profits, and trends all at-a-glance.

Integrations

Because of its reliability and ease of use, Salesforce has become incredibly popular. That means you can find an app in the Salesforce App Store for just about anything you need.

Real-time Booking

This feature allows users to book online from your portal without having to call your customer support teams. Additionally, you will be updated of the booking, and the system won’t allow for an accidental double-booking or booking of a property or room that’s otherwise unavailable.

Pricing and Promo Code Management

Offer special promos to customers, and keep track of who is using the codes and how. Watch these trends and boost your revenues.

Email Marketing

By combining the power of Salesforce’s marketing automation features, you can email special deals and pricing to customers and keep in touch with them. You can also send customer satisfaction surveys and more.

Reports and Dashboard

Salesforce saves you and your staff time by offering out-of-the-box reports, which can then be better invested in client interactions.

Each of the reports contains a detailed description and may be made publicly available to all users. Furthermore, the package includes a Dashboard so that you may get a comprehensive overview of all essential information straight away.

Of course, users may utilize the reports as is, or further change and clone them - it will be much faster than beginning from scratch!

Documentation and Support

Salesforce is committed to keeping all product documentation up to date and answering possible inquiries from both users and administrators. Confluence stores the functional and technical documentation, which is easily accessible.

Conflict Detection

Salesforce offers conflict detection to manage how resources are booked depending on availability, the chance of duplicate bookings, and capacity. It may test a resource that doesn't require any additional settings and is appropriate for a wide range of use scenarios, such as the Availability Checking.

Because you are probably familiar with the notion of dimensions by now, this is where all the dispute checking magic begins.

Learning the salesforce conflict checking process will be a piece of cake if you've ever built salesforce duplicate rules! On the associated Dimension Field record from the contact dimension, availability checking can be set to not available or available.

The selected availability checking behavior is applied as soon as the reservation information is saved, but it also appears at all times while establishing a reservation in the top-right corner of the reservation form.

How Does Salesforce Integrate With PMS like Booking Ninjas?

Booking Ninjas is a cloud-based property management system (PMS), and it's a highly customizable experience with support for over 50 different connectors. We've always recognized the benefits of Salesforce software and have since implemented Salesforce integration directly into our platform.

Booking Ninjas and Salesforce work together to enable your customers to book their stay effortlessly, while Salesforce's world-class analytics, support, and monitoring help you offer better service, company development, and greater online sales. A comprehensive list of our integrations may be found here.

Who can benefits from Salesforce Booking System?

Organized data and bookings are essential for businesses in many industries across both the non-profit and for-profit world. Businesses such as student housing facilities, government offices, villas, senior housing, and others can use this type of solution. Here are some specific examples of types of businesses that would find a reservation management system beneficial:

Hotels and Hostels

Hotels and hostels have a lot of people coming and going at all times, so it’s essential to have an organized way to track that data. Hotel owners and managers can use a booking system to make book rooms, keep a handle on check-ins and check-outs, perform night audits and track and update extended guest stays.

Restaurants

Customers can make their own reservations online without the need to call into your host or hostess. Additionally, the software can send reminders to their customers or place them on a waiting list in case of a last-minute opening.

Property Management Agencies

Keep track of rent, vacancies, repair requests, and online payments from tenants. This can also help landlords and property owners keep track of delinquent rents, properties that are vacant and need to be listed, and what maintenance needs to be performed, where and when.

Coworking & Shared Spaces

Make it easier for yourself and your staff to collaborate. Track information like reservations, the flow of operations, and other bookings.

Storage Facilities

Storage facilities can maintain customer contact information, payment data, and more. This solution can help owners create a map of unit availability, track rental payments, and reservations for showings, and integrate with your gate access system so that your customers can come and go easily.

Campgrounds

Campgrounds have a lot of people trooping in and out all the time, so having an orderly approach to collect that data is critical. A booking system may help campground owners and managers book spaces, keep track of check-ins and check-outs, execute night audits, and track and update extended guest stays.

Parking Facilities

Parking facilities might save client contact information, payment information, and other information. This solution may assist owners in creating a map of space availability, tracking rental payments and showing bookings, and integrating with your gate access network so that your clients can come and go as they choose.

…and more!

Key Takeaways

With all of the features available to businesses of all industries and sizes, it’s no wonder that more and more people are turning to this type of solution to give them a hand in their day-to-day operations.

Not only can it make operations much easier to use a , but it can also save you and your staff time and the business money in the long run by freeing up your skilled staff to do what they do best.

If you think your business could benefit from some or all of the features of a Salesforce booking system, schedule a meeting with us today to find out more.

Improve Your Property's Management, Operation & Revenue With Booking Ninjas Property Management System

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