It’s all in the CRM: 5 ways DMO meeting sales teams drive bookings & build stronger relationships

Destination marketing organizations (DMOs) are tasked with attracting and securing meetings, conventions, and events that fuel local economies. Managing a growing volume of requests for proposals (RFPs), coordinating with venue partners, and nurturing client relationships can quickly become overwhelming — especially without the right tools.

According to the 2024 End-of-Year Simpleview Sales Quarterly report, the meetings and events industry is ramping up:

• Lead volume was up across all quarters.
• Booked events saw a 4% year-over-year increase.
• Booked room nights rose by 3.3%.
• The pipeline shifted more short-term, with 5,300 more leads arriving.

Don’t let your DMO get left behind; a fit-for-purpose customer relationship management platform like Simpleview CRM empowers sales teams to centralize data, automate routine tasks, and deliver a more personalized experience for planners.

Simpleview CRM was built for the industry, by the industry — here’s how meeting sales teams can use it to capitalize on this meeting momentum.

1. Centralizing Lead and Partner Data for Better Collaboration

Sales success starts with easy access to accurate data. Simpleview CRM conveniently consolidates planner interactions, venue partner availability, and historical booking data in one place. This centralized approach allows sales, marketing, and stakeholders to collaborate more effectively and make faster, better-informed decisions.

Streamlining internal workflows also ensures leads are distributed quickly and efficiently to the right team members — so no opportunity slips through the cracks.

Learn more from our experts about maximizing CRM value in this recent webinar.

2. Automating Lead Management to Increase Efficiency

Automated workflows in Simpleview CRM help teams respond to leads faster and ensure timely follow-ups. Built-in tools can automatically assign leads, send status updates, and trigger reminders — saving time and minimizing errors.

With integrations to platforms like Cvent and MINT+, teams can also pull in third-party leads and qualify them within the CRM, prioritizing those with the highest potential value.

3. Enhancing Personalization with Data-Driven Insights

Every planner is unique, and Simpleview CRM makes it easy to treat them that way. Teams can leverage CRM data to customize proposals based on past bookings, preferences, and engagement history. This level of personalization strengthens relationships and boosts the likelihood of a booking.

Explore more tips and tricks by reading our blog, “How sales teams can make their CRM database work for them.”

4. Improving Stakeholder Reporting and Accountability

CRM dashboards provide real-time visibility into performance metrics, helping DMOs track progress, spot trends, and demonstrate value to stakeholders. From pipeline health to room nights booked, every metric can be used to justify budgets and fine-tune strategy.

Dive into even more product features that drive success in our blog, “Simpleview CRM is at your service (literally!): manage sales, services, & so much more.”

5. Seamless Integration with Marketing Efforts

Your DMO can align its sales and marketing efforts by connecting your CRM to your content management system (CMS), marketing automation platforms (like Act-On), and social media channels. Real-time event calendar updates, automated follow-ups, and interest forms help teams engage planners at every stage of their journey.

Want to empower your team with the data it needs to book more events? Download our free eBook, “Essential Simpleview CRM Reports to Fuel Smarter Sales Teams.”