Case Study: Carlson Hotels achieves faster, more efficient rate negotiations with ClickTools

Carlson Hotels speeds rate negotiations and eliminates faxing with ClickTools

Carlson Hotels faced a slow and error-prone rate negotiation process with corporate travel buyers. Their method involved hotels completing Word forms, faxing them to sales, and staff manually re-entering data into Excel and Salesforce, which led to frequent rejections and delays. They partnered with vendor ClickTools to implement a cloud-based solution to automate this workflow.

ClickTools replaced the paper-based system with an online form integrated directly into Salesforce. This automated approval workflows and notifications, storing approved submissions for RFP preparation and returning rejected ones for correction. The solution eliminated faxing, sped up approvals, delivered real-time CRM data, saved time, and increased efficiency for Carlson Hotels, which prompted them to expand the use of ClickTools across multiple processes.

Carlson Hotels