“As a custom DMO product, Simpleview CRM is uniquely geared to cater to our type of business.”

Simpleview CRM is the ultimate tool for managing your sales operations, covering client relations, lead generation, workflow management, bid preparation, event servicing, and economic impact reporting. Manage all aspects of your destination marketing organization (DMO) in one convenient place — as a comprehensive platform, our best-in-class CRM can…

  • Strengthen your relationships with members and partners
  • Show your value to key stakeholders
  • Manage the sales and services lifecycle for meetings, sports, travel trade, and group business
  • Capture leisure traveler information
  • Target your marketing efforts
  • Utilize robust reporting capabilities for managing campaigns and public relations.

But chances are that if you're reading this article, you already know that Simpleview CRM was built for the industry, by the industry. If your DMO already calls Simpleview CRM its resource home, here are some top tips on how to get the absolute most out of the platform.

Top Tips for CRM Success

Simpleview CRM Admin

  • Import all your old databases and spreadsheets; type in all the post-it note notes and let the power of the CRM admin manage your data 

  • Use the partner portal to add reports and provide partners a way to communicate via the post board
  • Automate and streamline your processes with workflow triggers and traces for efficient operations 
  • Create website data entry forms with Form Builder and capture information automatically into Simpleview CRM 
  • Efficiently manage frequently sent emails to all or select contacts with our template management system

Simpleview CRM is visible on the screen of a laptop on top of a cafe table

Simpleview CRM Member/Partner

  • Capture and manage listing descriptions, amenities, meeting facility specifications, images, and logos in-house or via the Extranet

  • Track and report member communications and engagement via core or custom reporting
  • Manage membership dues, sponsorships, advertising programs, event registration, and invoicing
  • Automatically track and distribute reports to share the impact your DMO is having on your destination

Simpleview CRM is visible on an iPad at a conference table

Simpleview CRM Sales and Service

  • Manage the entire sales and services cycle for meetings, conventions, exhibitions, and sporting events

  • Utilize the features built specifically for the services team to assist with taking the booking to the next level
  • Distribute and collect online leads and responses securely and efficiently through our member portal 
  • Incorporate all of the key integrations, helping to reduce time and effort

"We're impressed by Cimpleview CRM's capability and having one system that everything else works off."

Special content credit to Simpleview Product Marketing Manager Theresa Mary Fischer.

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