Case Study: Carlson Hotels achieves faster 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 relied on manually completed Word forms that were faxed to sales, requiring staff to re-enter data into Excel and Salesforce, which frequently resulted in rejections and delays. To solve this challenge, Carlson Hotels partnered with the vendor ClickTools to implement a cloud-based solution.

ClickTools replaced the paper-based system with an online form integrated directly into Salesforce. This solution automated approval workflows and notifications, storing approved submissions for RFP preparation and returning rejected ones for correction. The implementation by ClickTools 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