Skip to main content

Whether you’re launching a new hotel or aiming to enhance your existing property operations, there’s a crucial element to consider: a robust Customer Relationship Management (CRM) system. It’s not just a convenience; it’s a core system that defines the way you understand, connect with, and cater to your guests. A CRM system serves as the cornerstone which defines how your hotel builds and nurtures relationships.

In this blog post, we’ll walk you through the essentials of implementing an efficient CRM from day one, empowering you to leverage its benefits for your hotel’s growth and success.


What Can a CRM Do for Your Hotel?

A CRM serves as a centralised system that gathers data from all the various functions of your hotel business, such as the PMS, Spa, Dining, and beyond.

Through the process of collecting data, a CRM paints a detailed portrait of your guests, offering valuable insights into their preferences, desires and behaviours. All of this is supported by comprehensive reporting, providing in-depth information and analytics around your guests which is used to power your marketing and guest communication strategy. The result ensures that you are able to tailor communications to target? guests, create and automate marketing campaigns, and monitor comms performance in order to track that all-important ROI.


The Benefits of a Hotel CRM

Your CRM is a versatile solution, and its effectiveness is determined by how you use it.

Align your CRM activities with your business goals, whether it’s boosting ancillary revenue, reducing OTA reliance, or fostering guest loyalty.

You can leverage your CRM for:

Gathering Valuable Data: Your CRM transforms raw data into valuable insights. Alone, data is just data, but when pieced together, it becomes a powerful tool that feeds into strategic decisions.


Guest Understanding: Managing guest profiles and booking data can be overwhelming for hotels, which is why a CRM system serves as a centralised hub for all guest information. Utilise the reporting suite to grasp guest behaviour, anticipate needs, and tailor your strategy.


Personalised Experiences: Tailoring your interactions will enhance satisfaction and loyalty. With a CRM you can power your marketing activities with your guests’ insights, whether it’s on-property or online. Personalisation and empowerment are essential online for Gen Z (the generation born between 1996 and 2015). In fact, 57% of Gen Z believe in personalisation and want websites to know what they want intuitively.

Example: Using For-Sight CRM for personalised pre-stay emails: Utilize the CRM’s marketing automation feature to send tailored offers on room preferences, amenities, and special deals before guests’ arrival, building excitement and anticipation. Personalisation is delivered in the content, visuals, and timing.


Marketing Automation: Save time by automating your operations and marketing to ensure timely and consistent messaging across the guest journey. In For-Sight, automation and personalization go hand in hand. Once you’ve mapped out your digital experience, set it up and let it run.


Tracking Success: Leverage CRM reports to understand guest trends, track how your marketing and strategy perform, and monitor data health.


Selecting Your CRM Solution

In the process of choosing the right CRM solution for you, you will need to select vendors and assess how the solution they offer answer your specific set of needs.

A standard Vendor Selection Process that covers 5 steps.

  1. Analyse business requirements
  2. Vendor search
  3. Formulating a Request for Proposal (RFP) & Request for Quotation (RFQ)
  4. Assessing the proposal & selecting the vendor
  5. Creating a contract negotiation strategy

To guide your decision-making process we advocate focusing on Problem, Product, Performance, and People.

Identifying the Problem: Define the business problem you aim to solve and create a Business Problem Statement. Align it with strategic business goals, assess the impact, and propose a solution.

Evaluating the Product: Once you’ve identified your problem, build a clear requirement list for the solution. Consider vendors who provide remote demonstrations, pilot systems, existing customer references, and robust support services.

Assessing Performance: Look for evidence of a vendor’s success and evaluate their methodology and approach, ensuring they align with your hotel’s needs.

Considering the People: Hospitality is a people-centric industry, and the relationship between a hotel and its technology vendor should reflect that. Assess how the vendor supports your team at onboarding and once the CRM is set-up.

Looking to the Future: Ensure the selected CRM platform is scalable, future-oriented, and aligns with your hotel’s growth plans. Consider easy integrations, flexible packages, and a commitment to exceptional customer service.


Capturing Hotel Data Effectively

If you want to learn more on how to capture your guest data effectively and efficiently, download our free guide, “Everything You Need to Know About Capturing Hotel Guest Data,” to gain insights into:

  • Why capturing guest data matters (hint: it’s a game-changer!)
  • What type of data you should be capturing (we’ll help you figure it out!)
  • Actionable tips for hotel data collection (we’ve got you covered!)
  • How technology can make data capture a breeze (yes, it’s possible!)



Implementing an efficient CRM from day one is not just a choice; it’s a strategic necessity for hotels looking to thrive in the competitive hospitality landscape.

By understanding the power of CRM, unveiling its benefits, selecting the right solution, and effectively capturing data, you position your hotel for sustained success.

Remember, your CRM is not just a technology purchase; it’s the beginning of a long-term partnership that can shape the future of your hotel. As you select your solution, prioritise the Problem, Product, Performance, and People, and don’t settle for anything less than a technology partner committed to your success.


Ready to take the next step? Explore how For-Sight CRM can elevate your guest experience and streamline your operations. Learn more about For-Sight Hotel CRM.

You may also be interested in

CRMDataPartnerships & IntegrationsPersonalisation

First-Party Data: A Game-Changer for Your Hotel Business

What will you read in this blog: What is first-party data? Beyond Names and Emails: […]

Read more

CRMDataPartnerships & IntegrationsPersonalisationPartnerships & Integrations

For-Sight & Rezcontrol Integration: Streamlining Targeted Marketing in Hospitality

Great news for hoteliers! The integration of For-Sight’s CRM and Marketing Platform with Rezcontrol’s PMS […]

Read more

Subscribe to our newsletter

"*" indicates required fields

I would like to receive*

"*" indicates required fields

Unlocking the guest Journey