Monday.com brought immediate improvements to Ambiance Hotels’ operations
Enhanced
Lead Management
Faster
Response Time
Improved
Meeting Scheduling
Increased
Sales Visibility
Ambiance Hotels
Ambiance Hotels is a distinguished boutique hotel chain in Pakistan, offering a blend of luxury, comfort, and personalized hospitality. Catering to both leisure and business travelers, Ambiance Hotels is celebrated for its elegant design, high-quality service, and unique guest experience. With thoughtfully designed rooms, modern amenities, and fine dining options, Ambiance Hotels has established itself as a preferred destination for discerning guests seeking an upscale stay
Offices
Pakistan
Use cases
Sales CRM, Customer Database and Daily Rooms Logs
Industry
Hotel & Hospitality
Employees
45
Proto IT Consultants, specialists in Business Automation and digital transformation, created a tailored solution for Ambiance Hotels. Our team focused on automating sales processes, lead management, and meeting scheduling using the Monday.com platform to boost productivity and improve operational efficiency.
Challenges
Despite their commitment to excellence, Ambiance Hotels faced several operational challenges
Fragmented Sales Processes
The absence of a unified system led to inefficiencies in managing inquiries and bookings
Manual Lead Management
Handling leads manually resulted in errors and delayed follow-ups, impacting conversion rates
Scheduling Conflicts
Without an integrated scheduling tool, coordinating client meetings was cumbersome, often leading to overlaps and missed opportunities.
Limited Sales Visibility
The lack of a centralized platform hindered management's ability to monitor sales performance in real-time.
Solutions
Sales CRM Implementation
Proto implemented a custom Sales Workflow using Monday CRM that unified all sales channels into one platform, automating the sales funnel from inquiry to booking. Key features included:
- Automated lead capture from the website, email, and social media platforms.
- Comprehensive client profiles, enabling personalized services and follow-ups.
- Real-time lead tracking and management within the CRM system.
Website Form Integration for Lead Management
The hotel’s contact form was dynamically integrated with the CRM, streamlining the lead capture process:
- Potential clients could quickly contact the hotel via a form that captured details like booking preferences
- The form data was automatically entered into the CRM and assigned to a sales representative for follow-up, reducing manual errors and improving lead conversion rates.
Meeting Scheduling via Monday.com
By integrating Calendly with Monday CRM meetings booked on the platform were centralized, how it worked?
- Sales representatives scheduled client meetings through monday.com synced with the CRM to track interactions and follow-ups.
- Meeting confirmations, reminders, and cancellations were automated, reducing administrative tasks and improving scheduling efficiency by 25%.
Weekly Sales Plan and Calendar Integration
To streamline sales planning, Proto IT developed a weekly sales plan within Monday.com and integrated it with hotel's calendar system:
- Sales reps received a task list aligned with their sales targets and deadlines.
- Management could easily track performance metrics like conversions and completed tasks, ensuring sales goals were met.
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