Salesforce Integration (34 FAQs)
How does an event management system support MICE operations in venues?
An event management system is software designed to plan, organize, and execute meetings, incentives, conferences, and exhibitions (MICE) efficiently. This Meeting & Events software centralizes tasks such as venue booking, attendee registration, resource allocation, and billing. For venues hosting MICE events, an event management system integrates with venue CRM and group booking software to streamline lead management and optimize space utilization. Thynkβs platform, powered and hosted by Salesforce, enhances MICE operations by leveraging Salesforceβs automation and data analytics capabilities. It supports integration with CRS and channel hubs to synchronize event data and improve communication across sales and operations teams. By automating workflows and providing real-time insights, the system reduces manual errors and accelerates decision-making. This leads to improved client satisfaction, higher event profitability, and better resource management. In summary, an event management system is vital for venues aiming to excel in the competitive MICE market by delivering seamless event experiences and operational excellence.
How can I monitor booking and event statuses effectively in Thynk.cloud?
Use customized dashboards and reports that separately track booking and event statuses, providing clear visibility into sales pipeline progress and event execution for informed decision-making.
How are booking and event statuses connected within Thynk.cloud?
Booking status often drives or mirrors event statusβfor example, a Confirmed booking usually corresponds with a Scheduled event. Changes in event status should update booking status to keep data consistent and accurate.
Does Thynk.cloud integrate product and booking data with Salesforce?
Yes, Thynk.cloud syncs booking and product data with Salesforce objects, enabling seamless management and automation within your Salesforce environment.
How does Thynk.cloud ensure synchronization of booking and event statuses with Salesforce?
Thynk.cloud integrates tightly with Salesforce, using API calls and webhook listeners to update and synchronize booking and event statuses in real time, ensuring consistent and accurate data across platforms.
What are the key booking statuses in Thynk.cloud and what do they signify?
Thynk.cloud uses booking statuses like Pending (initiated but not confirmed), Confirmed (finalized and approved), Cancelled (called off), and Completed (event occurred successfully) to track the sales process stages of a booking.
Which email services can be integrated with Thynk.cloud for enhanced communication?
Thynk.cloud supports seamless integration with Gmail (Google Workspace), Microsoft Outlook, and Office 365, enabling hotels and venues to centralize their email communications within the platform. This integration streamlines automated workflows and improves productivity across sales and catering operations.
How does integrating email services with Thynk.cloud improve event and sales management?
By connecting your email accounts directly to Thynk.cloud, your team can automate correspondence, link emails to specific bookings or functions, and maintain a comprehensive communication history. This ensures faster response times and better coordination across MICE and catering activities.
What are the key steps to set up email integration in Thynk.cloud?
Property admins configure API access in their email service console, authenticate via OAuth 2.0 within Thynk.cloud, and define sync settings such as frequency and folder selection. This setup enables real-time or scheduled email syncing, ensuring all relevant communications are captured efficiently.
How does Thynk.cloud help monitor booking and event statuses separately?
Thynk.cloud supports customized reporting and dashboards that track booking and event statuses independently, enabling sales managers and event teams to analyze progress, identify bottlenecks, and optimize performance effectively.
How can I update the number of guests on a package in Thynk.cloud?
To update guest counts, access the package record within Thynk.cloud, edit the guest count field, and save your changes. This adjustment automatically recalculates pricing and availability, ensuring accurate package configurations for your events.
How can I add products to a booking in Thynk.cloud?
Access the booking record in Thynk.cloud or Salesforce, select relevant products based on availability and pricing, then confirm and save to update the booking and trigger workflows.
What best practices should Sales Managers follow when changing guest counts on packages?
Sales Managers should verify package constraints before updating guest counts and communicate changes to all relevant stakeholders to avoid discrepancies. Utilizing audit logs in Thynk.cloud also ensures compliance and simplifies troubleshooting.
How does Thynk.cloud integrate guest count changes with Salesforce?
Guest count updates in Thynk.cloud synchronize in real-time with Salesforce through custom fields and triggers, ensuring consistent data across your sales and catering workflows. Thynk is powered and hosted by Salesforce; Salesforce is designed for seamless integration and robust data synchronization.
What impact does changing guest counts have on package pricing and availability?
Modifying the number of guests triggers automatic recalculations of package pricing and availability, helping you maintain accurate and competitive offers. This dynamic adjustment supports efficient resource allocation and seamless booking management.
What should I check if products are not syncing correctly between Thynk.cloud and Salesforce?
Verify that products are active and synced, check integration status and API connectivity, and review field mappings and synchronization schedules to resolve data mismatches.
What automation capabilities does Thynk.cloud offer when adding products to bookings?
Thynk.cloud uses event-driven triggers to automate notifications and updates in Salesforce whenever products are added to a booking, streamlining sales and operational workflows.
How does event status differ from booking status in Thynk.cloud?
Event status reflects the current phase of the event linked to a booking, such as Scheduled, In Progress, Postponed, Completed, or Cancelled, while booking status indicates the overall sales state of the booking itself.
Why is it important to maintain separate booking and event statuses?
Maintaining separate statuses provides granular control over the sales and event lifecycle, reducing confusion and improving accuracy in tracking customer commitments versus event execution, which enhances operational efficiency and reporting.
What is the purpose of the Linked PMS Account Report in Thynk?
The Linked PMS Account Report helps Sales Managers verify and track the synchronization between Property Management System (PMS) accounts and their corresponding Thynk accounts. This ensures accurate sales data alignment for effective lead and booking management in hospitality operations.
How do I add 'MEWS' as a picklist value to the Salesforce Contact record?
To add 'MEWS' as a picklist value in Salesforce, navigate to Setup > Object Manager > Contact > Fields & Relationships > Source__c. Click on 'Picklist Values' and then 'New'. Enter 'MEWS' and save your changes. Ensure that this addition is communicated to your Salesforce admins to avoid conflicts with existing values. This is a Salesforce standard feature that allows for customizing picklist options.
How can I access the Linked PMS Account Report within Thynk?
You can access the Linked PMS Account Report by logging into Thynk.cloud and navigating to the Reports & Dashboards section, where the report is listed among available options. This streamlined access supports quick validation of account matching for your sales and catering teams.
What key information does the Linked PMS Account Report provide?
The report displays PMS account names, matched Thynk account names, match status, and the last synced date to give a clear overview of account synchronization. This detailed insight allows hospitality sales managers to promptly identify unmatched or conflicted accounts and maintain data accuracy.
How does Thynk ensure data consistency between PMS and sales accounts?
Thynk enables regular review of the Linked PMS Account Report to monitor synchronization status and quickly address any unmatched or conflicted accounts. This proactive approach helps maintain precise sales tracking and function diary management essential for MICE and catering operations.
What role does Salesforce play in Thynkβs Linked PMS Account Report functionality?
Thynk is powered and hosted by Salesforce; Salesforce is a robust platform that supports data synchronization and custom configurations to optimize account matching and reporting. This integration ensures seamless alignment between PMS data and sales accounts, enhancing operational efficiency for hospitality venues.
Can Thynk.cloud automate updates to booking and event statuses?
Yes, Thynk.cloud leverages Salesforce automation tools like Process Builder and Flows to independently update booking and event statuses based on defined business rules, minimizing manual errors and ensuring timely status changes.
How can I configure separate booking and event statuses in Thynk.cloud?
You can configure distinct status fields in your Salesforce or Thynk.cloud data model, define custom picklist values for each, and use automation tools like Salesforce Flows or Thynk.cloud workflows to update them independently based on specific triggers.
Why is it important to maintain separate statuses for bookings and events?
Maintaining separate statuses provides granular control over the sales and event lifecycle, reduces confusion, improves tracking accuracy, and enhances operational efficiency for sales managers and event teams.
What is the difference between booking status and event status in Thynk.cloud?
Booking status reflects the customer's commitment and approval stages (e.g., Pending, Confirmed), while event status indicates the actual execution stage of the event (e.g., Scheduled, Completed). This separation allows precise tracking of both sales and event operations.
Can Thynk.cloud automate workflows based on booking and event status changes?
Yes, Thynk.cloud supports automated workflows triggered by status changes using Salesforce Process Builder, Flow, and API integrations, enabling notifications and follow-ups to streamline sales and event management.
Can Thynk.cloud handle real-time email syncing and conversation linking for MICE and S&C teams?
Yes, Thynk.cloud allows properties to enable real-time or scheduled email syncing with conversation threading and linking, ensuring that all inbound and outbound emails are accurately associated with leads, bookings, and events. This capability helps MICE and Sales & Catering teams maintain comprehensive communication histories within the platform.
Which email services can be integrated with Thynk.cloud for seamless communication?
Thynk.cloud supports integration with Gmail (Google Workspace), Microsoft Outlook, and Office 365, enabling hotels and venues to centralize their email communications within the platform. This integration streamlines workflows by automating email exchanges related to sales, catering, and event management.
What are the key steps for Property Admins to set up email integration in Thynk.cloud?
Property Admins need to configure API access through their email service provider, authenticate the email account within Thynk.cloud using OAuth 2.0, and define synchronization settings such as sync frequency and folder selection. Following these steps ensures reliable, real-time email syncing that supports efficient sales and catering operations.
How does integrating email services with Thynk.cloud improve productivity for hospitality properties?
By connecting Gmail, Outlook, or Office 365 accounts directly to Thynk.cloud, properties can automate email workflows, synchronize correspondence with bookings and function diaries, and reduce manual data entry. This centralized email management enhances team collaboration and accelerates response times for leads and events.
Products (41 FAQs)
How easy is it to load and customize templates per property and per customer?
Easy to load and modify word template (drag an ddrop, no IT skill required). One dynamic template for all properties (dynamic header, footer, property information, property logo, property images). Easy cloning and design of personalized templates. Template include e-signature and payment links. Templates can include forms / URL based e-documents; selections, options, information is then fed back into Thynk. Thynk can also integrate with Sertify, upmail, and other e-proposal solutions.
Is this a ready-to-use sales tool?
Yes. Thynk is built on the SALESFORCE plaform, it includes Salesforce CRM features including Agentforce AI process automation.
It includes lead passing and lead automation. It icludes channel integration and automation. It includes email AI copilot to convert any email into a structured inquiry. It includes direct booking engine. The CRM includes contact, account, and sales activities management. Thynk is integrated with Outlook and O365 : all emails and events can be logged, Thynk is fully accessible from Outlook. Thynk manages flexible acccount life cycles and automation. Thynk manages quotas and territories. Thynk manages lead conversion and distribution. Thynk includes the management of negotiated contracts: rates, corporate products, quotas, account products, e-proposals and contracts. Thynk manages sales initiatives : campaigns and events and ROI on sales initiatives.
Can I manage inquiries, RFPs, and direct bookings in Thynk? (variation 18)
Yes. Thynk centralises inbound inquiries from channels like Cvent and email, supports lead scoring, and enables direct booking with real-time availability and service package configuration.
Can I manage inquiries, RFPs, and direct bookings in Thynk?
Yes. Thynk centralises inbound inquiries from channels like Cvent and email, supports lead scoring, and enables direct booking with real-time availability and service package configuration.
What are function sheets and event planning?
Yes, function sheets / BEOs are generated driectly out of Thynk and includes highlighting of changes (Change BEO), repository of previous versions, automated distribution to various internernal or external user groups.
What features does the B2B email tool offer?
Thynk is primarily a B2B solution. Thynk can, with Salesforce limitation, be used for generating list emails. For automated messages, pre-stay, in-stay and any B2C related communication, a separate Marketing Automation platoform such as (Salesforce)Marketing Cloud is required.
How do I access the contract list for corporate and leisure customers?
Contracts are managed centrally and available as lists and as part of drag and drop reporting (salesforce standard).
Does an account need to be assigned to a sales user, and is it easily reassignable?
yes. Account can be manually assigned or automalicaly via territory management rules. Mandatory fields can be configured (drag and drop) based on rules (account types, account life cycle stages, etc ...)
Can we easily add flexible notes/additional text fields to template documents, including conditional fields and images, and manage inventory deductibility?
Flexible fields and layouts (drag and drop) including rich text comment fields and images. All fields can then be used in the word baased document templates which can include fields, images, and tables wih condiional display. Inventory deductability is flexible, usually driven by the booking stage.
Is the Banquet Tool ready-to-use?
Yes, THYNK has a full Sales & Catering managment module including function space managment, creation and managing of products, combo products, packages. Thynk can provide supplier management where suppliers are automatically contacted for thrid party equipment / requirements.
Do you offer flexible document templates such as proposals, contracts, BEOs, pro formas, and deposit forms?
Flexible word based docuement templates (proposal, contract, BEO, pro forma, deposit) : output includes pdf, word, URL. URL e-document including dynamic options & selection (form) fed back into Thynk. Dynamic and conditional images and fields. All embeded in Thynk / Salesforce (no data privacy challenge working outside of Salesforce)
Is there a ready-to-use banquet tool available?
Yes. Thynk offers a full-featured banquet tool (please refer to the white paper and the deck). It includes function diaries and space management (combined spaces, capacity management, overbooking per rank, privatisation of spaces, black out periods, events in town), combined schedulers and centralised inentory. items, menus, combo products, service packages, AV management and flexible pricing. commmission managment, coporate products. Flexible proposal and e-proposal. Function sheets/BEOs (with change tracking). Service orders. Pro forma and collection. e-payments. M&E direct booking engine. Group management: full block management including rooming list and pickup management.
Can I drag and drop reports and dashboards?
Salesforce native drag and drop reports on all data points
How can templates help with proposal management?
Yes, Thynk offers an integrated, powerful document generation tool. It is based on flexible word templates. Output can be e-documents (URL with results fed back into Thynk; interactive proposals), pdf, email templates, word, or excel. Templates can include dynamic and conditionnal fields, images, and tables. It can include e-signature.
How do I track and document sales activities for each customer?
yes. Email, events, tasks, notes can be related to specific customer, lead, and booking. Sync with Outlook and O365. document storage. Connectivity to onedrive and sharepoint possible.
Is there rate code flexibility (different rates on the same block)?
Multiple rates can be used on the same block. Actual prices are fed from rate prices per day by default and edittable baased on user permissions;
Can I use e-signatures (e.g., via DocuSign)?
Yes, the Thynk document generation solution includes e-signature; non-verified (free) and verified (additional cost) are available. Thynk can also integrate natively with Docusign and Sertify.
Is this a proven CRM system?
Thynk is built on SALESFORCE and leverages Salesforce standard; it is automaticaly upgraded to the latest version of Salesforce. Salesforce is the world leading AI CRM. It includes contact, account, and sales activity management. It includes territory manangement, roles, hiearchy, and permissioning. It is integrated with Outlook and O365 (emails and events can be logged). Users can work on Thynk from mobile app and from outlook. Thynk monitors and run analytics on sales contribution and sales performance (per staff, per team, per segment, per property). It monitors account life cycles, conversion rates and velocity. It manages flexible (drag and drop) fields, layouts, and automation.
How can I easily create and personalize DDR and menu/AV items, including packages, splittings, and discounts for individual clients?
Flexible packages (widely used in Europe) such as DDR. Flexible menus and AV packs made of items. Items in packages can be PAX driven or unit driven (AV equipement). Packages can be auto pricing (pricing is changed at package level) or flex pricing (pricing can be changed at item level). Packages can be copied and personalized. Discounts can be applied flex or based on nego rates (agency and corporate); as % on product type or negotiated unit prices. Corporate custom packages can be designed fand made available to sppecific corporate or agency as partt of negotiated contracts.
What reporting is available for event profitability?
Thynk has comprehensive profitability reports include revenue vs. costs analysis, space utilization rates, and ROI calculations for different event types and market segments.
How does predictive analytics work?
Machine learning algorithms analyze historical data to predict customer behavior, revenue trends, demand patterns, and churn risk. Insights enable proactive decision-making and personalized guest experiences. The latter is on Thynk's roadmap.
How can I troubleshoot the missing 'New' button for product creation in Thynk.cloud?
If the 'New' button is missing for product creation in Thynk.cloud, first verify your Salesforce profile settings to ensure you have 'Create' permission on the Product2 object and that all necessary product fields are visible and editable. Next, check your Thynk.cloud role to confirm that it allows product management. Lastly, review the assigned page layout to ensure the 'New' button is included. If needed, log out and log back in to see if changes take effect.
What permissions do I need in Salesforce to add new products in Thynk.cloud?
To add new products in Thynk.cloud, you need 'Create' and 'Read' permissions on the Product2 object, which is a Salesforce standard feature. Additionally, you must have visibility and edit rights on all mandatory product fields via Field-Level Security. Ensure that your Thynk.cloud profile includes product management capabilities. After verifying these permissions, check that the 'New' button is included in the page layout assigned to your profile.
How does Thynk integrate with kitchen and F&B operations?
Thynk integrates with POS Systems such as Lightspeed, and further integrations with kitchen display systems, and inventory management are on the roadmap. BEOs can already be automatically transmitted to kitchen staff with dietary restrictions, timing requirements, and service specifications.
How does customer data sync between Thynk and Salesforce?
Thynk is built natively on Salesforce, ensuring real-time bidirectional data synchronization. Customer profiles, preferences, booking history, and interactions are automatically updated across all touchpoints.
What customer segmentation capabilities exist?
Advanced segmentation based on demographics, booking behavior, spending patterns, preferences, and lifecycle stage. Dynamic segments automatically update and enable targeted marketing campaigns for improved conversion rates.
What personalization features drive direct bookings?
AI-powered personalization includes customized website content, targeted offers, personalized email campaigns, and dynamic pricing based on customer behavior, preferences, and booking history. This is on Thynk's roadmap.
How does group communication automation work?
Automated workflows send personalized emails for booking confirmations, pickup reminders, room list deadlines, and post-event follow-ups. Templates are customizable and can include dynamic content based on group details.
How does competitor analysis work?
Real-time competitor monitoring tracks pricing, availability, and promotional strategies across your competitive set. Automated insights help optimize positioning and capture market share.
How long does it take to set up group booking automation?
Group booking automation setup typically takes 2-4 weeks, including workflow configuration, staff training, and system integration. Our implementation team provides dedicated support throughout the process.
What happens if a group doesn't meet their room block commitment?
The system automatically tracks pickup rates and sends alerts as deadlines approach. You can configure automated release protocols, penalty calculations, and rebooking workflows to minimize revenue loss.
How quickly can I see results from direct booking optimization?
Most properties see measurable improvements within 30-60 days. Typical results include 15-25% increase in direct bookings within the first quarter, with continued improvement as the system learns guest behavior patterns.
Can the system handle multiple group bookings simultaneously?
Yes, Thynk can manage unlimited concurrent group bookings with automated room block allocation, pickup tracking, and release management. The system scales to handle peak booking periods without performance degradation.
How does event space optimization work?
AI-powered space optimization analyzes historical data, event requirements, and capacity constraints to suggest optimal room configurations, maximize space utilization, and prevent scheduling conflicts.
Can I create custom dashboards for my specific KPIs?
Yes, Thynk provides drag-and-drop dashboard creation with custom widgets, automated scheduling, and role-based access controls. You can track any metric important to your business operations.
How does the system handle guest privacy and GDPR compliance?
Thynk includes built-in GDPR compliance tools with consent management, data retention policies, right-to-deletion workflows, and audit trails. All customer data is encrypted and stored according to international privacy standards.
What group reporting capabilities are available?
Comprehensive reporting includes pickup analysis, revenue performance, booking conversion rates, lead source tracking, and profitability metrics. Custom dashboards provide real-time insights for strategic decision-making.
What vendor management features are included?
Comprehensive vendor management includes database maintenance, performance tracking, contract management, delivery coordination, quality ratings, and automated communication workflows for seamless event execution.
How does rate parity monitoring work?
The system continuously monitors rates across OTAs, metasearch engines, and direct channels. Automatic alerts notify you of parity violations, and you can configure automated rate adjustments to maintain competitive positioning.
Can I manage events across multiple properties?
Yes, Thynk provides centralized multi-property event management with unified availability checking, shared resource coordination, and consistent service delivery across your entire portfolio.
How do I forward active sales leads or transfer customers?
yes. Accounts can be transfered manually or automatically via mass tansfer. Thynk can also includes territory management and automated account assigments based on rules.
Analytics (22 FAQs)
Does Thynk include a top booker report?
Absolutely! The Top Producers reports show top booker for accounts, agencies. You can also view top business segment. Statistics can be filtered by industry, segment, per country, per city, per sales territory, and per sales manager, etc.
Does Thynk include rate code statistics?
Yes, absolutely! Analytics dashboards can be easily filtered by rate code and business segments.
How can I get a consolidated report on sales team performance by productive revenue, and a benchmark report?
yes. Thynk includes analytics to monitor sales performance at different levels: individual contributors, teams, regions, segments, property,...
All analytis are dynamic and can be filtered; it includes all revenues, and can compare actuals vs. budget vs. forecast.
How are reports available for historical and future periods, and how can time ranges be selected?
You can select any period, and compare period over period (year on year for example). Past data is based on actuals / pickup / financial items. Future data is based on business on the books. Agreed vd. Blocked vs. forecast.
Can data be filtered by sales user, company, or other criteria?
yes. Drag and drop and dynamic filters. Please check white paper and deck.
Are all reports accessible per hotel as well as group-wide?
Yes absolutely! You may filter per hotel, per region, per brand, or group-wide.
How are internal sales revenue reports structured, including revenue, RNs, and ADR net, and what hierarchy levels are used for revenue grouping?
Thynk provide a dynamic dashboard with all the key sales metric : Sales Activities and Inquiries as well as Negotiated Rates and Bookings.
Data can be cross filtered and reported on based on grouping and hierarchy levels.
How can I query company results, including company, booker, address, and revenue, within a specified period?
Flexible filters on any report and analytics allow you to query all of these within any specified period.
How does the new customer management and reporting system work?
Thynk can monitor and report on new customers including last activity, customer life cycles, emails, automations, and segmentation. Thynk includes also auto reminder for sales activities.
Are all reports available in gross, net, and net-net formats, with YoY and YTD comparisons including variances?
Yes all currency fields are net and gross. Thynk can load up to 5 years of historical data and compare with STLY and YTD vs LY
What types of reports and analyses are available for controlling net revenue, daily pick-up, source code, and historical revenue, and how does this data compare to budget?
Thynk incudes a full BI tool built on Salesforce Tableau CRM.
The at-a-glance BOB Position Review analytics allows you to compare your current BOB position against both budget and forecast, offering invaluable insights into your performance. Easily compare your BOB position against the same period last year, on a monthly basis and across business segments. For more information refer to Thynk University.
Where can I see booking or event revenue?
Thynk includes full revenue analytics. All revenue is attached to an agency, a company, a booker contact, and a guest. Accounts and contacts can be de-duplicated and cleaned. Thynk also displays revenue statistics on multiple reports such as the Business on the Books, Guest Room Control. You will see revenue for agreed / blocked / forecast / pickup or actuals for every revenue stream. On top of that, Thynk also manages budgets and forecasts, and offers analytics on space-to-room revenue and e-distribution.
How can I view past and future bookings?
Thynk combines past revenue data (financial items / actuals) with future revenue data (BOB). Thynk manages agreed / contracted, vs. blocked, vs. forecast, vs. actuals / pickup.
Does Thynk include customer segmentation?
Yes. Thynk manages source, market segment, business segment, etc. and they are mapped as needed between brand / property values and corporate values.
What are the different account types for reporting, such as corporate and travel agency?
Thynk manages agency and corporate separately. All revenue data, can be reported on agency and corporate levels. Thynk can also manage custom fields per type, and custom layouts per account type. It can also manage automation and poccesses triggered by account type.
How does Thynk manage leads and pipelines through customer sales stages and conversions?
Sales stages/ booking statuses can be customised according to your SOPs. All leads/inquiries, proposal, bookings and lost business are tracked along with conversion rates. You can view this information in several analytics dashboards as well.
How can I get production and revenue figures per account (based on hierarchy levels) for freely definable periods as a customer report?
yes. Flexible account hierachy and master account management. Flexible time period filters. YoY comparisons.
Can data be exported to .xls or .csv?
yes. Reports are expotable in .xls and .csv Thynk can also provide a excel toolbar to import / export any table from Thynk data model to excel
How do I view the daily arrival list per hotel?
How are market group statistics per company calculated based on hierarchy levels?
Thynk can track and report based on account hierarchy and segment, among other criteria.
How do you track conversion?
Thynk manages conversion tracking across various areas, e.g. Bookings, Inquiries, Negotiated Rates.
How do I perform a duplicate check?
You can easily perform duplicate checks on accounts and contact. Data health checks on other data points can also be performed.
Property Types (23 FAQs)
How does flexible management of occupancy types work?
Flexible management of occupancy types.
Does Thynk include multi-property capability?
Yes. Thynk is a native multi-property solution. It supports multi-property, multi-brand, multi-language, multi-currency, and multi-country and time zones. The Thynk multi-property data model enables the platform to manage property specific configuration while consolidating processes and data at the global sales office and corporate level including corporate segment mapping, centralised inventory, corporate products. Permissions are granular and can be defined at property level, group of properties, and corporate level.
Thynk is powered by Salesforce, the most advanced permission management solution in the industry. Thynk can report production and data at property level, segments, teams, and brands.
What centralized reporting is available?
Thynk offers centralized reporting that combines data from various systems like PMS, POS, and sales to provide a unified view of performance across properties and business areas. This includes dynamic dashboards, real-time dashboards, KPI tracking, and automated reports to help with strategic decision-making, such as analyzing group booking performance, conversion rates, and sales productivity. The system allows for the creation of custom reports, performance alerts, and analysis of account and program performance, with no data analyst required.
How does resort capacity management work?
Advanced capacity management tracks guests across all facilities including pools, restaurants, spas, and activities. Real-time monitoring prevents overcrowding and optimizes resource allocation throughout the property.
What guest experience personalization is available?
AI-powered personalization includes customized activity recommendations, dining preferences, spa treatments, and entertainment options based on guest profile, past stays, and real-time behavior patterns.
Can I compete with larger chains using Thynk?
Yes, Thynk provides enterprise-level capabilities typically available only to large chains. Independent properties gain access to sophisticated revenue management, marketing automation, and guest engagement tools.
Can the system handle large-scale events with multiple organizers?
Yes, Thynk supports complex event hierarchies with multiple stakeholders, shared responsibilities, approval workflows, and collaborative planning tools. Permission-based access ensures data security and operational control.
How does Thynk handle complex resort amenities and activities?
Comprehensive amenity management includes spa bookings, restaurant reservations, activity scheduling, equipment rentals, and package bundling. Real-time availability and automated confirmations enhance guest experience.
How does staff training work across multiple properties?
Centralized training programs with standardized curricula, virtual training modules, Thynk University online courses, certification tracking, and performance monitoring. Training content can be customized for different brands and property types.
How does venue booking coordination work?
Integrated venue management coordinates space availability, resource allocation, vendor scheduling, and service delivery across multiple events simultaneously. Real-time updates prevent conflicts and ensure smooth operations.
How does Thynk help with staff efficiency in smaller properties?
Automation reduces manual tasks by up to 70%, allowing smaller teams to deliver exceptional service. Cross-training modules and simplified workflows help staff manage multiple responsibilities effectively.
What exhibition and trade show features exist?
Specialized tools for exhibition management including booth allocation, exhibitor portals, floor plan management, utility coordination, and attendee registration. Integrated billing handles complex pricing structures.
Is Thynk cost-effective for smaller independent properties?
Absolutely. Thynk offers flexible pricing tiers and modular functionality, allowing independent hotels to start with core features and add capabilities as they grow. ROI typically achieves payback within 6-12 months.
How does Thynk support multi-brand hotel management?
Thynk provides brand-specific configurations, standardized processes across properties, centralized reporting, and brand compliance monitoring. Each brand can maintain its unique identity while benefiting from group-wide efficiencies.
How does Thynk manage complex event spaces and configurations?
Advanced space management includes 3D floor planning module integration, setup/breakdown scheduling, equipment tracking, and configuration templates. The system optimizes space utilization and prevents booking conflicts. Thynk includes a full Sales&Catering or MICE module which is made of group and block managment, and space and event managment modules.
Can I set different pricing strategies for each property?
Yes, each property can have their own custom pricing rules, seasonal adjustments, and market-specific strategies while maintaining group-level oversight and revenue optimization coordination across the portfolio.
What marketing tools help independent properties?
Comprehensive marketing suite includes social media management, email campaigns, loyalty programs, review management, and local market targeting. Automated campaigns help compete with larger chains.
Can the system manage all-inclusive packages?
Yes, Thynk supports complex all-inclusive pricing with inclusions tracking, upgrade management, and detailed cost allocation. The system handles F&B credits, activity allowances, and service restrictions automatically.
How does seasonal operations management work?
Seasonal planning tools help manage varying capacity, seasonal staff, activity schedules, and pricing strategies. Automated workflows handle opening/closing procedures and seasonal inventory management.
How does revenue management work for independent hotels?
AI-powered revenue management includes dynamic pricing, demand forecasting, competitive analysis, and optimization recommendations. Automated pricing adjustments help maximize revenue without manual intervention.
How does group purchasing integration work?
Thynk integrates with group purchasing systems to leverage negotiated rates, track spend across properties, manage vendor relationships, and ensure compliance with group contracts and preferred supplier agreements.
How does multi-venue coordination work?
Centralized management across multiple venue locations with unified availability, shared resources, coordinated logistics, and consistent service delivery. Real-time communication ensures seamless event execution.
How are combined rooms and spaces managed?
Combined spaces with capacity per setup. Privatizattion of space and capacity (restaurant)
Thynk Platform (117 FAQs)
How does hospitality software enforce mandatory fields for accurate data capture?
Mandatory fields are specific data entry points that users must complete before saving or submitting forms, which helps maintain data integrity across systems like PMS (Property Management System), CRS (Central Reservation System), and hotel CRM platforms. In the hospitality industry, enforcing mandatory fields is essential for managing guest information, event details, and group bookings effectively. Thynk.cloud, a hospitality software powered and hosted by Salesforce, enables property admins to configure mandatory fields easily within its page layout management interface. This capability ensures that essential data is collected consistently, reducing errors and improving operational efficiency. By aligning mandatory fields with Salesforceβs robust data validation features, Thynk.cloud supports seamless integration with CRM and revenue analytics tools, enhancing decision-making and customer relationship management for hotels and venues.
How can Conference Services teams track prospecting calls using Thynk.cloud?
Teams can use the Activity Summary Report within Thynk.cloud to monitor all prospecting calls completed over a selected period. This report aggregates call metrics such as number of calls, outcomes, and associated prospects, enabling efficient performance tracking and strategic planning.
How does the Thynk Community help improve revenue management?
By joining the Thynk Community, revenue leaders gain access to best practices, expert advice, and shared insights that enhance their understanding of Thynk.cloudβs capabilities. This support network accelerates problem-solving and drives more efficient revenue strategies.
How can I efficiently duplicate an event in Thynk.cloud to manage recurring meetings?
Use the 'Copy' function in the Events module to duplicate an existing event, then update details like date and participants before saving. This streamlines scheduling for recurring or similar events.
What is group booking software and how does it benefit hotel revenue analytics?
Group booking software is a specialized hospitality software tool designed to manage multiple room reservations or event spaces booked collectively, often for conferences, weddings, or corporate events. This software streamlines the coordination of group bookings by consolidating reservations, pricing, and contract details into a single platform. Group booking software integrates with property management systems (PMS), central reservation systems (CRS), and global sales offices (GSO) to provide real-time availability and pricing accuracy. Hotels and venues benefit from enhanced revenue analytics by tracking group booking trends, discount applications, and package sales. Thynk.cloud offers advanced group booking capabilities that synchronize with Salesforce, enabling comprehensive lead management and detailed reporting on group sales performance. Thynk is powered and hosted by Salesforce; Salesforce is ISO and PCI certified, ensuring secure data management. By leveraging group booking software, hospitality operators can optimize inventory allocation, improve forecasting, and maximize revenue from large-scale bookings and MICE events. This technology is essential for hotels and venues aiming to increase operational efficiency and commercial profitability.
How do I add a package to a booking in hospitality software?
Adding a package to a booking in hospitality software involves associating predefined service bundles with a guest reservation or event booking. A package typically includes multiple services or amenities offered at a combined price, enhancing operational efficiency and guest experience. In hospitality software like Thynk.cloud, users navigate to the booking interface, select from available packages configured in the system, and add the desired package to the booking record. This process links package details such as included services and pricing directly to the booking, streamlining management for hotels, venues, and event spaces. Integrations with property management systems (PMS) and channel management tools ensure real-time availability and pricing accuracy. Thynk.cloudβs platform supports seamless package addition, enabling hotels and venues to upsell group bookings or MICE events effectively. This capability enhances revenue analytics by tracking package sales and customer preferences. Overall, adding packages through hospitality software simplifies complex booking scenarios and improves commercial outcomes for hospitality operators.
What are the best ways to apply discounts to packages in hotel CRM systems?
Applying discounts to packages in hotel CRM systems involves flexible methods to adjust pricing based on customer profiles, booking volume, or promotional campaigns. A hotel CRM is designed to manage customer relationships and pricing strategies, including discounting. In systems like Thynk.cloud, discounts can be applied manually by entering a discount amount or percentage directly on the package line item within the booking. Additionally, predefined discount rules configured in the CRM can automatically apply discounts based on criteria such as customer type or booking size. Integration with Salesforce price books allows synchronized discount management, ensuring consistent pricing policies across all sales channels. Thynk is powered and hosted by Salesforce; Salesforce is ISO and PCI certified, providing secure and reliable discount handling. This multi-layered discounting approach supports revenue optimization for hotels and venues managing group bookings, MICE events, or individual reservations. Effective discount management within hotel CRM systems enhances lead management and revenue analytics, driving better commercial decisions.
How can Thynk.cloud's reporting features improve space utilization analysis?
Thynk.cloud's reporting capabilities allow property managers to analyze trends in function room usage and capacity adherence, enabling data-driven decisions to optimize space allocation. Integration with Salesforce enhances these insights with robust data visualization and operational reporting. Thynk is powered and hosted by Salesforce; Salesforce is designed for enterprise-grade analytics and reporting.
How can I filter events in the Event Listing Report to focus on specific dates?
Thynk.cloudβs Event Listing Report allows you to filter events by predefined date ranges such as Today, This Week, or This Month. This targeted filtering helps hospitality teams quickly access relevant event details and optimize planning without information overload.
How does Thynk.cloud integrate function room capacity data with Salesforce?
Thynk.cloud synchronizes function room capacity data with Salesforce using custom objects that reflect real-time availability and constraints. Thynk is powered and hosted by Salesforce; Salesforce is highly scalable and secure, enabling seamless booking coordination and comprehensive reporting.
Can I track changes made to Banquet Event Orders within Thynk.cloud?
Yes, Thynk.cloud includes version control features that allow you to track edits and updates made to BEOs. This capability helps maintain a clear audit trail and improves collaboration between conference services and banquet teams for flawless event execution.
What should I do if a BEO fails to generate in Thynk.cloud?
If a BEO does not generate, verify that all mandatory event fields are completed as incomplete data can block generation. Additionally, ensure user permissions and network connectivity are intact to avoid technical issues during the process.
How can I generate a Banquet Event Order (BEO) using Thynk.cloud?
To generate a BEO, navigate to the specific event within the Thynk.cloud Events module and select the 'Generate BEO' option. The platform compiles all event details such as client info, menu selections, and room setups into a formatted document ready for review and export. This streamlines event coordination and ensures accuracy across teams.
How does Thynk.cloud handle version control when editing Banquet Event Orders?
Thynk.cloud maintains a comprehensive version history for all BEO edits, enabling teams to track changes and ensure the most current event details are used. This feature supports clear communication and reduces the risk of errors during event execution.
What are best practices for printing banquet checks in Thynk.cloud?
Before printing banquet checks, verify guest and billing information and use the preview functionality to confirm check layouts. Ensuring printer connectivity and paper availability also helps avoid delays, enabling your sales and catering teams to deliver flawless event billing and guest experiences.
How can I print banquet checks using Thynk.cloud?
To print banquet checks, log in to Thynk.cloud and navigate to the Events module. Locate your banquet event, open its details, select the 'Print Banquet Checks' option, configure your print settings, and generate the checks with a preview to ensure accuracy. This streamlined process helps Conference Services and Banquet Teams manage billing efficiently.
What is the Event Listing Report in Thynk.cloud and how does it benefit hospitality teams?
The Event Listing Report provides Conference Services and Banquet Teams with a centralized, real-time overview of all in-house events scheduled for today, this week, or this month. This enables efficient management of event logistics, resource allocation, and ensures seamless operations across your venue.
Can Thynk.cloud enforce capacity constraints during event bookings?
Yes, Thynk.cloud enforces capacity constraints automatically during the booking process to avoid over-allocation of function spaces. This feature ensures that bookings adhere to regulatory limits, maintaining safety and operational efficiency.
How does Thynk.cloud help manage function room capacities effectively?
Thynk.cloud allows property administrators to set and monitor maximum occupant limits for each function space, ensuring compliance with safety regulations and optimizing space utilization. This proactive capacity management prevents overbooking and enhances event planning accuracy.
What best practices should hospitality administrators follow when managing commissions in Thynk.cloud?
Administrators should regularly review commission rates to align with business objectives, test calculations in sandbox environments before production, and maintain clear documentation for audits. These practices optimize commission accuracy and compliance within the hospitality sales cycle.
How does Thynk.cloud integrate booking commission data with Salesforce?
Thynk.cloud synchronizes commission records directly to Salesforce objects such as Opportunities or custom objects, enabling comprehensive sales and financial reporting. Thynk is powered and hosted by Salesforce; Salesforce is highly scalable and secure, ensuring reliable data integration and workflow automation.
Can I automate commission calculations and payouts in Thynk.cloud?
Yes, Thynk.cloudβs automation engine calculates commissions automatically upon booking confirmation and can trigger commission payouts or invoicing workflows. This reduces manual errors and accelerates financial operations in busy hospitality environments.
How does Thynk.cloud help manage booking commissions for hospitality properties?
Thynk.cloud enables property administrators to configure and automate booking commissions with precision, applying fixed or percentage rates per property or booking type. This ensures accurate financial tracking and seamless integration with sales processes, enhancing revenue management for hotels and venues.
How does Thynk.cloud ensure data consistency when generating BEOs from Salesforce event data?
Thynk.cloud leverages Salesforce event data to generate BEOs, ensuring consistent and accurate information across systems. Thynk is powered and hosted by Salesforce; Salesforce is a secure and scalable platform that supports seamless integration and data synchronization for hospitality operations.
Can I customize BEO templates and automate their generation in Thynk.cloud?
Yes, Thynk.cloud allows you to utilize and customize BEO templates to standardize event documentation across your venue. Additionally, automation features leverage Salesforce workflows and Thynk triggers to generate BEOs automatically upon event confirmation, saving time and improving accuracy.
How does Thynk.cloud integrate with Salesforce to enhance event and client data management?
Thynk.cloud synchronizes event and client data directly from Salesforce, automatically populating BEO fields to reduce manual entry and errors. Thynk is powered and hosted by Salesforce; Salesforce is ISO and PCI certified, providing a secure and reliable platform for hospitality event management.
What is a Banquet Event Order (BEO) and how does Thynk.cloud streamline its management?
A Banquet Event Order (BEO) is a detailed document outlining event specifics, catering, and service requirements essential for seamless coordination between sales, catering, and operations teams. Thynk.cloud automates the creation, editing, and distribution of BEOs, ensuring accuracy and efficiency throughout the event lifecycle.
How does Thynk.cloudβs integration with Salesforce enhance the lookup experience?
Thynk.cloudβs seamless sync with Salesforce ensures real-time availability of comprehensive account, contact, and booking data. Customizable lookup fields allow you to tailor searches to your hospitality business needs, improving efficiency and decision-making. Thynk is powered and hosted by Salesforce; Salesforce guarantees secure, scalable, and reliable platform performance.
How does Thynk.cloud ensure banquet billing data is accurate and synchronized?
Thynk.cloud integrates banquet check printing seamlessly with Salesforce data, ensuring that billing and event details are always synchronized and up to date. Thynk is powered and hosted by Salesforce; Salesforce is renowned for its robust data integrity and real-time synchronization capabilities, which benefit hospitality operations.
What best practices does Thynk.cloud recommend for managing BEOs effectively?
Thynk.cloud advises regularly verifying event data accuracy before generating BEOs, using standardized templates, and maintaining open communication between sales, catering, and operations teams through shared BEO access. These practices optimize event coordination and enhance guest satisfaction.
What best practices ensure data accuracy when using Thynk.cloud with Salesforce?
To maintain data integrity, regularly verify information by cross-referencing between Thynk.cloud and Salesforce records, update contact and booking details promptly, and utilize saved searches and filters to streamline lookups. Thynk is powered and hosted by Salesforce; Salesforce provides robust data consistency and security features to support these practices.
What tools does Thynk.cloud provide to identify key contacts for sales and catering?
Thynk.cloud enables you to search contacts linked to specific accounts and access detailed profiles including roles, communication history, and preferences. This helps you quickly identify decision-makers and influencers essential for closing leads and managing events.
How does Thynk.cloud help track and analyze booking data?
Within Thynk.cloud, you can review booking records associated with accounts and contacts, monitor booking statuses, dates, and values, and analyze revenue trends to forecast future performance. This comprehensive booking insight supports optimized sales and catering strategies.
Is Thynk.cloud secure for managing sensitive attendee information like dietary restrictions?
Thynk.cloud is powered and hosted by Salesforce; Salesforce is ISO and PCI certified, providing enterprise-grade security and compliance. This ensures that sensitive attendee data, including dietary and allergy information, is protected throughout the event management process.
How can I efficiently look up account information in Thynk.cloud?
You can search accounts by name, account number, or unique identifiers using Thynk.cloudβs intuitive interface. Filters allow you to narrow results by status, region, or revenue tiers, enabling quick access to critical financial and historical data. Thynk is powered and hosted by Salesforce; Salesforce ensures real-time synchronization and secure data management.
Can changes to guest counts in Thynk.cloud synchronize with Salesforce records?
Yes, when Salesforce integration is enabled, updates to guest counts in Thynk.cloud automatically synchronize with Salesforce booking records for seamless data consistency. Thynk is powered and hosted by Salesforce; Salesforce is built to support robust integration and real-time data synchronization.
Why is it important to keep guest counts accurate in Thynk.cloud?
Accurate guest counts are essential for effective resource allocation and smooth event execution, helping your sales and catering teams plan precisely. Thynk.cloud streamlines this process, reducing discrepancies and improving overall operational efficiency.
How does Thynk.cloud facilitate collaboration between sales and catering teams regarding special dietary needs?
Thynk.cloud enables sales managers to share detailed dietary restriction data collected from attendees with catering teams well in advance, promoting smooth coordination. This collaboration ensures that all food allergies and preferences are accommodated, enhancing the overall event experience.
How does Thynk.cloud help sales managers manage bookings more efficiently?
Thynk.cloud provides a centralized platform for sales managers to update guest counts, manage packages, and communicate changes quickly, ensuring bookings are accurate and teams are aligned. This leads to improved planning and enhanced guest experiences in hospitality venues.
What security and compliance features support managing bookings in Thynk.cloud?
Thynk.cloud benefits from Salesforce's robust security and compliance standards, including user permissions and audit logging to control and track booking modifications. Thynk is powered and hosted by Salesforce; Salesforce is ISO and PCI certified, providing a trusted platform for sensitive hospitality data management.
Why is it important to associate instructions with the correct BEO days in Thynk.cloud?
Associating instructions with the correct BEO days guarantees that all team members have access to precise event details when needed, reducing miscommunication and operational errors. This alignment enhances coordination and ensures flawless delivery of hospitality services during events.
How does Thynk.cloud improve communication among sales and operations teams for event bookings?
Thynk.cloud centralizes all booking instructions and updates within the Event Management module, allowing sales and operations teams to collaborate seamlessly. Regular updates and clear documentation within the platform keep everyone aligned, driving successful event outcomes.
How can I track specific instructions for events on BEO days using Thynk.cloud?
In Thynk.cloud, you can track event-specific instructions by navigating to the Event Management module and entering details in the 'Instructions' field for each booking. Associating these instructions with the correct BEO days ensures clear visibility and smooth event execution across your team.
Can I update event instructions after initial booking in Thynk.cloud?
Yes, Thynk.cloud allows you to easily update and revise event instructions at any time, ensuring that all changes are reflected promptly. This flexibility helps accommodate evolving client needs and operational adjustments, maintaining accuracy throughout the event lifecycle.
What Salesforce capabilities support Thynk.cloudβs event instruction tracking?
Thynk is powered and hosted by Salesforce; Salesforce provides robust data security and scalable cloud infrastructure that ensures reliable access and protection of your event information. This foundation enables Thynk.cloud to deliver seamless, secure tracking of booking instructions and BEO day details for hospitality venues.
How can Sales Managers update package dates on bookings within Thynk.cloud?
Sales Managers can easily update package start and end dates by accessing the booking record in Thynk.cloud, editing the package details, and saving the changes. This process ensures accurate scheduling and seamless coordination across all related systems, including billing and resource allocation.
Why is it important to maintain accurate records of all group inquiries in Thynk.cloud?
Maintaining up-to-date records, including status flags and notes, ensures that all leadsβregardless of their initial likelihoodβare visible and actionable by the sales team. This practice improves communication and increases the chances of converting tentative inquiries into confirmed bookings.
What impact do changing package dates have on downstream processes in Thynk.cloud?
Changing package dates automatically updates downstream processes such as resource allocation, billing cycles, and notifications, ensuring operational accuracy. This integration helps hospitality teams avoid scheduling conflicts and maintain a smooth customer experience.
What should hotels verify if group inquiries or proposals are not appearing correctly in Thynk.cloud?
Hotels should confirm that group inquiries are entered with the correct status and that proposal templates are properly configured within Salesforce to avoid delays. Thynk is powered and hosted by Salesforce; Salesforceβs secure and reliable platform ensures data integrity and smooth proposal workflows when configured correctly.
How does Thynk.cloud ensure synchronization of package date changes with Salesforce?
Thynk.cloud syncs package date changes directly with Salesforce objects, leveraging Salesforce workflows and triggers to automate related updates. Thynk is powered and hosted by Salesforce; Salesforce is designed for seamless integration and reliable data synchronization, ensuring consistent information across platforms.
What best practices should Sales Managers follow when changing package dates in Thynk.cloud?
Sales Managers should verify dependencies like linked tasks, resources, and billing cycles before changing package dates, communicate updates promptly to stakeholders, and use audit logs for compliance tracking. These practices help maintain operational integrity and enhance team collaboration.
How does Thynk.cloud help streamline proposal creation and tracking for group sales?
Thynk.cloud leverages its Salesforce integration to enable quick generation and submission of proposals, while its pipeline management tools allow sales teams to monitor progress and ensure timely follow-up. Thynk is powered and hosted by Salesforce; Salesforce is equipped with robust CRM and pipeline tracking capabilities that enhance sales efficiency.
What steps should be taken if a doubtful group inquiry requests a proposal later?
If a group inquiry progresses to a proposal request, update its status to reflect increased engagement and use Thynk's integrated proposal generation tools to create and submit the offer efficiently. This seamless transition helps hotels respond quickly and professionally to evolving leads.
How does Thynk.cloud prevent conflicting bookings during an outlet buyout?
Thynk.cloud automatically blocks other bookings for an outlet once an outlet buyout is set, and synchronization with Salesforce ensures the buyout status is reflected across systems. Thynk is powered and hosted by Salesforce; Salesforce is built to maintain data integrity and prevent booking conflicts in real time.
How does Thynk.cloud integrate outlet buyout status with Salesforce?
Thynk.cloud syncs outlet buyout statuses with Salesforce using custom fields or flags to reflect exclusive bookings accurately and prevent double bookings. Thynk is powered and hosted by Salesforce; Salesforce is designed for seamless integration and real-time data synchronization, enhancing operational efficiency.
What best practices ensure effective use of outlet buyouts in Thynk.cloud?
Always verify outlet availability before creating a buyout to avoid conflicts, communicate the buyout status with relevant teams for operational readiness, and use clear naming conventions for easy identification. These practices help optimize venue management and guest experience.
How should hotels handle group inquiries that are unlikely to materialize in Thynk.cloud?
Hotels should log all group inquiries using the designated 'Group Inquiry' entry point and mark their status as low probability or tentative. This ensures visibility and tracking, allowing sales teams to monitor and revisit doubtful leads effectively within the platform.
What best practices should I follow when copying events in Thynk.cloud?
Verify all copied event details to avoid scheduling conflicts, use copying for similar or recurring events to save time, and maintain consistent naming conventions for easier tracking across integrated Salesforce calendars.
How does Thynk.cloud handle outlet buyouts for exclusive event bookings?
Thynk.cloud allows sales managers to block an entire outlet by marking a booking event as an 'Outlet Buyout', ensuring no other bookings can be made during the reserved period. This feature streamlines event management and maximizes venue utilization by preventing double bookings.
What best practices should Sales Managers follow to maintain ongoing compliance using Thynk.cloud?
Sales Managers should schedule regular audits using Thynk.cloudβs dashboards to review compliance status and governance adherence continuously. Leveraging Salesforce data integration and configuring alerts for potential breaches ensures that sales processes remain aligned with internal and regulatory standards. Thynk is powered and hosted by Salesforce; Salesforce is ISO and PCI certified, supporting robust compliance management.
What best practices should sales managers follow when using Thynk.cloud to monitor sales performance?
Sales managers should regularly review dashboards to identify trends and adjust sales strategies accordingly. Setting realistic and measurable goals within Salesforce enhances reporting accuracy, while leveraging automated alerts helps proactively manage underperformance and improve overall sales outcomes.
How does Thynk.cloud support data-driven decision-making in hospitality sales?
By providing clear visibility into production relative to goals through integrated reporting tools, Thynk.cloud enables sales managers to make informed, data-driven decisions. This leads to improved sales performance and optimized booking strategies for hotels and venues.
How can I duplicate an existing function or event to a new date in Thynk.cloud?
Navigate to the Events module, select the event you want to copy, choose the 'Copy' option, set the new date and any other details, then save. The duplicated event will appear on the calendar for the selected date.
Can Thynk.cloud reports be customized to fit specific sales team needs?
Yes, Thynk.cloud allows users to customize reports by applying filters such as team member, product line, or region, and configure goal thresholds to align with organizational targets. This flexibility ensures that sales managers can focus on the most relevant data to optimize their strategies.
How can I identify PMS accounts with revenue that are not matched in Thynk?
Use the PMS Accounts Revenue Matching Status report within Thynk's Reports & Dashboards module to filter for accounts with recorded revenue but no matching Thynk account. This helps ensure accurate revenue tracking and reliable reporting for your property.
What should I do if the PMS Revenue Matching report does not show expected data?
Verify that your PMS data sync is current, check user permissions for report access, and confirm that revenue data is correctly imported from the PMS. These steps help maintain accurate reporting and ensure your sales and catering functions run smoothly.
How does Thynk.cloud support real-time visibility into sales performance?
Thynk.cloud provides live dashboards powered by Salesforce that refresh booking data in real time, enabling sales managers to track progress against targets instantly. Thynk is powered and hosted by Salesforce; Salesforce is built for scalable, real-time enterprise data processing, ensuring timely insights.
Why is it important to regularly check unmatched PMS accounts in Thynk?
Regularly reviewing unmatched PMS accounts maintains data integrity between your PMS and Thynk platform, preventing revenue discrepancies and ensuring your sales and catering reports reflect true business performance. This proactive approach supports better decision-making and operational efficiency.
What steps should I take if I find unmatched PMS accounts with revenue in Thynk?
Investigate the cause of the missing mapping and update or create the corresponding Thynk accounts promptly. After adjustments, re-run the report to confirm that all revenue is accurately matched and reflected in your sales and catering data.
How can sales managers track their production against goals using Thynk.cloud?
Sales managers can use Thynk.cloud's pre-built sales performance dashboards to compare actual production with set goals over monthly, quarterly, or yearly periods. The platform provides key metrics like total sales volume, closed deals, and revenue, with visual indicators to highlight performance gaps or achievements, enabling proactive sales management.
What is Booking Pace and why is it important for hospitality sales teams?
Booking Pace measures the speed at which sales bookings are secured over a set period, allowing hospitality sales managers to forecast revenue accurately and identify market trends. This insight helps optimize sales strategies and improve overall booking performance for hotels and venues.
How does Thynk.cloud help monitor and improve Booking Pace?
Thynk.cloud offers real-time dashboards and customizable reports that visualize Booking Pace metrics by product, region, or sales representative. Automated alerts notify sales teams when booking activity deviates from targets, enabling proactive adjustments to maximize revenue.
Can the Lost Business Report be customized to fit specific hotel or venue needs?
Yes, Thynk.cloud offers customizable filters and a flexible report builder that allows you to tailor the Lost Business Report by time periods, sales reps, regions, and loss reasons. This customization ensures your hospitality team can focus on the most relevant data to optimize sales strategies effectively.
What is the Lost Business Report in Thynk.cloud and how does it benefit hospitality sales teams?
The Lost Business Report in Thynk.cloud provides sales managers with detailed insights into lost sales opportunities, helping identify patterns and reasons behind lost deals. This enables hospitality sales teams to refine their strategies, improve win rates, and ultimately increase revenue from meetings, incentives, conferences, and events (MICE).
How can sales managers use the Lost Business Report to improve their sales performance?
Sales managers can leverage the Lost Business Report to identify recurring issues and trends causing lost business, enabling targeted coaching and strategy adjustments. Regularly reviewing this report alongside other sales metrics empowers teams to reduce lost deals and enhance overall sales effectiveness in the hospitality sector.
How does Thynk.cloud integrate with Salesforce to deliver the Lost Business Report?
Thynk.cloud integrates seamlessly with your Salesforce instance to pull opportunity data, including loss reasons and sales stages, ensuring comprehensive and accurate reporting. Thynk is powered and hosted by Salesforce; Salesforce is ISO and PCI certified, guaranteeing secure and reliable data management for your hospitality sales operations.
What features does Thynk.cloud offer for managing future tasks related to events and calls?
Thynk.cloud displays future tasks alongside call logs, allowing sorting by due date, priority, or assigned team member. Users can create follow-ups or reminders directly linked to specific calls or events, enhancing operational efficiency.
How does Thynk.cloud ensure accurate availability for conference and banquet bookings?
Thynk.cloud integrates real-time data from Salesforce and other enterprise systems to provide up-to-date availability status, considering room capacity, existing bookings, and resource constraints. This ensures that hospitality professionals can confidently manage bookings without scheduling conflicts.
What best practices improve availability accuracy in Thynk.cloud?
Regularly updating resource calendars, utilizing Thynk.cloudβs automated alerts for potential conflicts, and ensuring active Salesforce integration are key best practices. These steps help hospitality teams maintain accurate availability and optimize sales and catering workflows.
How does Salesforce integration enhance Thynk.cloudβs availability management?
Thynk.cloud synchronizes booking data with Salesforce objects to maintain consistency and enforce availability constraints through custom triggers and validation rules. Thynk is powered and hosted by Salesforce; Salesforce is a secure and scalable cloud platform, ensuring reliable data synchronization and system performance.
What best practices should hospitality teams follow to maximize the use of call logs and tasks in Thynk.cloud?
Hospitality teams should regularly review call logs to maintain clear communication and promptly update task statuses to reflect progress. Utilizing notifications and reminders helps teams stay ahead of deadlines and improve coordination.
What steps should I follow to check availability within Thynk.cloud?
To check availability, access the Bookings module, select the desired date and time range, review the available rooms, equipment, and services, and confirm that the resources meet your event requirements. This streamlined process helps optimize function diary management and resource allocation.
How can Conference Services and Banquet Teams efficiently track their call logs in Thynk.cloud?
Teams can easily access detailed call logs within the Activities section, filtering by date, client, or status to stay organized. This ensures all communications are documented with call time, participants, and notes for seamless follow-up.
What steps can be taken if call logs or tasks are not appearing correctly in Thynk.cloud?
Users should verify their permissions and refresh the Activities page or clear their cache if data seems outdated. Persistent synchronization issues can be resolved by contacting the Thynk.cloud administrator for support.
Can I automate availability checks using Thynk.cloud APIs?
Yes, Thynk.cloud offers Availability API endpoints that allow programmatic queries of resource status, enabling seamless integration with custom applications and booking interfaces. This automation supports efficient MICE operations and reduces manual errors.
What security measures does Thynk.cloud implement to control access to bookings and sensitive information?
Thynk.cloud uses role-based access controls to ensure that only authorized personnel can modify bookings or access sensitive data, protecting hotel and venue operations. This controlled access supports compliance and operational integrity across teams.
What best practices should hotels follow when managing packages in Thynk.cloud?
Hotels should predefine standard packages for quick selection, implement validation rules to avoid incompatible additions, and leverage Thynk.cloud workflows if needed to automate notifications or updates upon package changes. These practices optimize booking accuracy and enhance operational workflows.
What is the process for adding a package to a booking in Thynk.cloud?
Users can add packages by selecting an existing booking, choosing the 'Add Package' option, and customizing package details before saving the update. This intuitive process ensures quick and accurate inclusion of bundled services within the booking record, improving guest experience and internal coordination.
What features does Thynk.cloud offer to monitor guest room availability in real time?
The Guest Room Availability section provides up-to-date information on room bookings, check-ins, and vacancies by date range and room type. This real-time visibility helps optimize room allocation and enhances operational efficiency for hospitality venues.
How does Thynk.cloud integrate package data with Salesforce for seamless MICE management?
Packages added in Thynk.cloud automatically sync with Salesforce booking objects, ensuring data consistency across platforms. Thynk is powered and hosted by Salesforce; Salesforce is a secure and scalable CRM platform that supports real-time integration and data synchronization for hospitality clients.
How can I view all event-related activities for a specific account or agency in Thynk.cloud?
You can access comprehensive production data by navigating to the 'Accounts & Contacts' module in Thynk.cloud and selecting the desired account or agency. Within their record, the 'Production' tab displays all linked events, bookings, and service orders, providing a complete overview for effective conference and banquet management.
How does Thynk.cloud simplify managing packages within booking workflows for hotels and venues?
Thynk.cloud enables hotels and venues to bundle related services or products into packages that can be easily added to bookings, streamlining the sales and catering process. This approach reduces manual entry and enhances operational efficiency by grouping items logically within the booking interface.
How can I quickly find contracts and invoices for a specific event in Thynk.cloud?
You can easily locate contracts and proforma invoices by navigating to the Bookings module and using filters like booking ID, customer name, or event date to find the relevant booking. Within the booking details, all related documents are organized in a dedicated section for swift access and management.
What audit features does Thynk.cloud provide for customer documents?
Thynk.cloud logs when documents are sent to customers, creating a transparent audit trail that enhances accountability and compliance for your sales and catering operations. This feature helps your team verify communication timelines and maintain professional client relationships.
Does Thynk.cloud support version control for event contracts and invoices?
Yes, Thynk.cloud maintains version control on all contracts and invoices, allowing your team to track changes over time and ensure the most current documents are used for client communications. This feature enhances accuracy and accountability in your sales and catering processes.
Can sales goals in Thynk.cloud be aligned with specific territories or teams?
Yes, Thynk.cloud allows sales goals to be assigned to individual users, teams, or geographic territories, facilitating targeted performance management. This segmentation helps hospitality sales teams focus on their respective markets or product segments for optimized results.
How can Conference Services and Banquet Teams efficiently manage event schedules using Thynk.cloud?
Teams can access the Function Diary module directly from the main dashboard to view and manage scheduled events and bookings in calendar or list views. Filters allow quick sorting by date, event type, or team assignments, streamlining event coordination and minimizing scheduling conflicts.
Can I download or print customer documents directly from Thynk.cloud?
Absolutely, Thynk.cloud allows you to download contracts, proforma invoices, and other documents as PDFs or print them directly from the platform. This streamlines your event documentation workflow and supports efficient client servicing.
How does Thynk.cloud integrate sales goals with Salesforce reporting?
Sales goals in Thynk.cloud sync seamlessly with Salesforce objects like Opportunities and User records, enabling comprehensive reporting and dashboard visualization. Thynk is powered and hosted by Salesforce; Salesforce is designed to provide robust data integration and real-time analytics, enhancing visibility into sales performance.
How does Thynk.cloud integrate document management with Salesforce?
When integrated with Salesforce, Thynk.cloud synchronizes document records and statuses, enabling users to access contracts and invoices directly from Salesforce booking or account records. Thynk is powered and hosted by Salesforce; Salesforce is a secure, scalable platform that supports seamless data synchronization and enterprise-grade reliability.
What best practices should hotels follow to optimize sales goal management in Thynk.cloud?
Hotels should regularly review and adjust sales goals to reflect market trends, use territory assignments to align targets with specific segments, and leverage Thynk.cloudβs automation to notify teams about goal progress. These practices ensure sales strategies remain dynamic and performance-driven.
How does Thynk.cloud support collaboration between conference services and banquet teams?
Thynk.cloud centralizes guest room availability and booking information, facilitating seamless communication and coordination between conference services and banquet teams. This unified platform helps avoid scheduling conflicts and enhances overall event management efficiency.
How can Property Admins set and manage sales goals in Thynk.cloud?
Property Admins can configure sales goals by accessing the Sales Goals section in the Thynk Admin Console, where they define targets by time periods and assign them to users or territories. This enables precise tracking of sales performance aligned with business objectives, ensuring teams stay focused on key metrics.
What key features does the Thynk.cloud Home Page offer for revenue management?
The Thynk.cloud Home Page provides dashboard widgets for quick revenue metric summaries, integrated task management to prioritize daily activities, real-time alerts for critical revenue events, and quick access links to essential modules. These features streamline revenue oversight and operational efficiency for hospitality professionals.
Can I export filtered booking data from Thynk.cloud for reporting purposes?
Yes, Thynk.cloud allows you to export filtered booking data in formats such as CSV or Excel. This feature helps sales managers and event planners create detailed reports and presentations to support strategic decision-making and client proposals.
How does Thynk.cloud improve decision-making for Revenue Managers and Directors?
Thynk.cloud centralizes revenue data on a customizable dashboard, enhancing visibility into key performance indicators. This centralized approach enables proactive management through timely alerts, empowering leaders to make informed, data-driven decisions that optimize hotel and venue revenue.
Can Thynk.cloudβs Home Page be customized to fit specific business needs?
Yes, users can tailor dashboard widgets to focus on KPIs that matter most to their property or event operations. Customization ensures that Revenue Managers and Directors receive relevant insights and alerts, improving productivity and accountability in managing sales and catering activities.
Can I modify event details after copying an event in Thynk.cloud?
Absolutely. After duplicating an event, you can update key fields such as date, time, and participants to tailor the new event before saving it to your calendar.
What should I do if prospecting calls are missing from my Thynk.cloud reports?
First, verify that call activities are correctly logged in Salesforce and synced with Thynk.cloud. Also, check user permissions and confirm the integration between Thynk.cloud and Salesforce is active; Thynk is powered and hosted by Salesforce, which ensures reliable synchronization and data integrity.
What reporting features does Thynk.cloud offer for monitoring sales activities?
Thynk.cloud provides customizable reports and dashboards, including the Activity Summary Report, which tracks call activities by date, team member, or call type. These insights help sales and banquet teams optimize their outreach and improve booking conversion rates.
How does Thynk.cloud integrate with Salesforce for activity tracking?
Thynk.cloud seamlessly integrates with Salesforce, ensuring that all call activities logged in Salesforce under Leads or Contacts are reflected in Thynk's Activity Summary Report. Thynk is powered and hosted by Salesforce; Salesforce is renowned for its robust CRM capabilities and secure data management.
Can I automate report delivery for prospecting calls in Thynk.cloud?
Yes, Thynk.cloud allows scheduling automated deliveries of Activity Summary Reports, keeping teams informed without manual effort. This automation supports proactive management of sales pipelines and enhances team productivity.
How does Thynk.cloud handle setup and breakdown times for event spaces?
Thynk.cloud allows property administrators to define default setup and breakdown durations for each function space, ensuring accurate scheduling and resource allocation. These times can be customized per event to meet specific requirements, preventing conflicts and enhancing operational flow.
How does Thynk.cloud integrate setup and breakdown times with Salesforce event records?
Thynk.cloud synchronizes setup and breakdown durations directly with Salesforce event records to maintain consistency and avoid scheduling conflicts. Thynk is powered and hosted by Salesforce; Salesforce is renowned for its robust integration capabilities and secure cloud infrastructure.
Can setup and breakdown times be adjusted for individual events in Thynk?
Yes, Thynk.cloud enables event coordinators to override default setup and breakdown times for specific events, accommodating unique operational needs. This flexibility ensures precise timing and smooth transitions between bookings.
What are the benefits of automating setup and breakdown times in Thynk.cloud?
Automating setup and breakdown times in Thynk.cloud streamlines event scheduling by automatically adding necessary buffer periods, reducing manual errors and preventing overlaps. This leads to improved operational efficiency and optimized use of function spaces.
How can property administrators ensure setup and breakdown times remain accurate over time?
Property administrators should regularly review and update default setup and breakdown times in Thynk.cloud to reflect any operational changes. Clear communication with event coordinators and leveraging Thynkβs automation features help maintain precise scheduling and resource management.
functionality (31 FAQs)
How do you segment your customers (e.g., by market, source)?
Thynk manages source, market segment, business segment, ...; they are mapped when needs be in between brand / property values and corporate values.
How will your solution address our need for new customer management and reporting?
Thynk can monitor and report on new customers including last activity, customer life cycles, emails, automations, and segmentation. Thynk includes also customer tiering management with auto reminder for sales activities. It also includes account plans, and business reviews if needs be.
How are past and future bookings displayed?
Thynk combine past revenue data (financial items / actuals) with future revenue data (BOB). Thynk manages agreed / contracted, vs. blocked, vs. forecast, vs. actuals / pickup.
Is a unique identifier required for merging accounts when importing from GDS, HRS, or Amadeus?
Thynk can manage different account data sources, and map them to a clean and unified account golden record.
What is your policy and process for handling options and cancellations?
Options and cancellations are handled at booking level, block level and space management.
Does the product include a ready-to-use sales tool?
Thynk is a ready to use sales tool including: channels, lead, and contract management. Account and contact management. Sales activitty and sales programs magement. Mobile and outlook interfaces. Sales users can also leverage the Salesforce Mobile app, pre-built with the Thynk package. This allows seamless working between mobile and desktop/office.
How does the solution support task assignment for salespeople and individual task planning?
Thynk is built on Salesforce and synced with outlook / O365 exchange. Thynk manages and assigns tasks that are then synced with outlook and mobile. It can include reminders, completion reports, escalation, and approval processes.
Is the Account assignment to a sales user a mandatory field that can be easily reassigned?
Account can be manually assigned or automalicaly via territory management rules. Mandatory fields can be configured (drag and drop) based on rules (account types, account life cycle stages, etc ...)
How are duplicate questions managed during the RFP response process?
yes; duplicate checks on accounts and contact. Duplicate merge capacity. Data healthchecks on other data points.
How are your solutions multi-property and scalable?
Thynk is a native multi-property solution (one API key for all properties, one multi-property data model); it is powered by Salesforce which makes it AI ready and enterprise grade.
Does the proposed solution include a dashboard for variably configurable/creatable KPIs?
The platform allows for the creation of drag-and-drop dashboards. These dashboards are based on reporting that can be generated for every data point stored.
What is your process for forwarding active sales leads and transferring customers?
Accounts can be transfered manually or automatically via mass tansfer. Thynk can also includes territory management and automated account assigments based on rules.
Does your solution allow for attaching or storing external documents, such as a leisure contract?
documents can be stored (drag and drop) on Thynk , Salesforce platform. Documents and their contents are indexed in the global search engine (including PDF documents). Thynk can be connected to One drive and sharepoint.
What tools or systems do you use for proposal management, specifically those that utilize templates?
Yes, Thynk offers an integrated, powerful document generation tool. It is based on flexible word templates. Output can be e-documents (URL with results fed back into Thynk; interactive proposals), pdf, email templates, word, or excel. Templates can include dynamic and conditionnal fields, images, and tables. It can include e-signature.
How does the system connect to Datacube and utilize the BI tool for reporting?
data is available via flat files to be pushed to Datacube BI
Do you offer a real-time interface?
Thynk is fully synced 2-way with MEWS. The API and object mapping is included in the attached white paper. It includes profiles, blocks, resevations, groups, orders, financial items, availability, room types, rates and rate prices. Thynk includes a open data model, API, and ETL middleware to connect real-time to any third party. Thynk manages golden records by cleaning up and de-duplicating account and contact data coming from various data sources. The goal is to make data part of your asset by centralising data, cleaning it up, and making actionable to AI, analytics and process automation.
How are sales activities for each customer tracked and documented?
This platform allows for linking communication and organizational tools like email, events, tasks, and notes directly to customers, leads, and bookings. It also provides seamless synchronization with Outlook and O365, and supports document storage with connectivity to OneDrive and SharePoint.
What different account types are available for reporting, and do these include at least corporate and travel agency accounts?
Thynk manages agency and corporate separately : any revenue data, booking, etc, can be consolidated on an agency and a corporate dimension. Thynk can also manage flexible account types (drag and drop), custom fields per type, and custom layouts per account type. It can also manage automation and pocesses triggered by account type.
Can the system provide templates for contract/reservation documents with status tracking, integrated with pipeline management, and track statuses such as sent, read, accepted, and cancelled?
Thynk includes dedicated document generation tool that allows merging of various document types (e.g. proposals, contracts, pro-formas, BEO, etc) based on dynamic content and images. Document generation can be linked to various stages and can include automated sending and e-signature
What are your capabilities regarding function sheets and event planning?
Yes, function sheets / BEOs are generated driectly out of Thynk and includes highlighting of changes (Change BEO), repository of previous versions, automated distribution to various internernal or external user groups.
Does the system support role-based permissions that restrict user access to data (reservations, revenue, etc.) only to the hotels (AHHs) they are responsible for, while allowing Head Office users access to all hotels?
User login in SSO driven and MFA secured. Each user profile drives permissioning which includes property data access, and process access. User are assigned to roles which drives the hierachy in between property, clusters, brands, and corporate teams. It can also be applied to franchise operations andd portfolio management.
How does the master function handle hierarchical levels and identification markers, and what is its ability to map group affiliations within the CRM for rate assignment, reporting, and related purposes?
Thynk including property to corporate mappping for segments and other reference data points. Any revenue can be attached to a company, an agency, a booker, a guest, segments, and then be consoliated based on roles and hierachies
Does the platform include a task/reminder function per lead and Outlook calendar integration?
Outlook integration and O365 exchange (sending emails from Thynk). Task, reminders, automation, and approvals can be logged and triggered based on lead stages. Lead routing, scoring, and conversion
Does the interface to the sales tool allow for editing and adding to accounts in the PMS, and if so, which changes are transferred?
PMS company profiles can be auto provisioned from Thynk Accounts; one Thynk account can match with one or many PMS company profiles (at least one primary company profile per PMS instance). One to many relationship, so the account in Thynk is the golden record.
What B2B email tool features are required for GDPR compliance, pre-stay and post-stay emails, invitations, and automated messages for holidays and birthdays?
Thynk is primarily a B2B solution. Thynk can, with Salesforce limitation, be used for generating list emails. For automated messages, pre-stay, in-stay and any B2C related communication, a separate Marketing Automation platoform such as (Salesforce)Marketing Cloud is required.
How do you plan to implement and manage conversion tracking for this project?
Yes, Thynk manages conversion tracking across various areas, e.g. Bookings, Inquiries, Negotiated Rates
How does your lead and pipeline management system track the sales stage/status of each customer, and how do you track conversion rates from Lead to Booking?
Review the deck and white paper for details on the process. The stages, which include lead, proposal, booking, and lost, are flexible and track conversion rates and velocity.
Does the platform have the ability to delete accounts?
Delete accounts can be enabled as part of a permission set.
Do you support E-signature, such as via DocuSign?
yes, Thynk document generation solution includes e-signature. There is non-verified (free) and verfied (additional cost) available. Thynk can also integrate natively with docusign and sertify
Is there an existing contractor or employee currently fulfilling the specific accounting duties in the RFP?
Thynk manages sales tax / VAT category, and accounting / GL categories. Thynk can generate accounting items to be pushed to ERP accounting journals as well. Thynk can manage pro forma, collection and payment processes, and account receivables.
What are the specific requirements for interfacing and rate mapping with Amadeus to ensure automated updates of rates and availability?
rates plans and prices are pulled from Mews PMS; an interface to Amadeus CRS can be built if needs be.
reporting (16 FAQs)
Will all reports be accessible per hotel and group-wide?
Automated filters per hotel, per region, or group-wide.
What are the rate code statistics?
Analytics are available and can be filtered. You can review this data by rate code and segments.
Does your system offer fully customizable reporting, allowing queries on all fields available in the database?
Salesforce features a standard, user-friendly drag-and-drop report and dashboard builder for all data points, requiring no IT expertise. Reports and dashboards created using this tool are also fully exportable.
What are the nationality statistics based on bednights?
Country of origin is reported based on guest nationality. This information is also available for agencies and corporate accounts.
What types of customers are included in the contract list?
Contracts are managed centrally, providing accessibility through lists. Drag and drop reporting is also available via the Salesforce standard.
Does the system provide a daily arrival list per hotel?
This data is derived directly from the Property Management System. It gives us an accurate and up-to-date view of the current situation.
What is the top booker report?
Analytics are available for bookers (at the contact level), agencies, and corporate entities. They cover performance across industry, country, city, territory, sales manager, and sales teams.
Can data be exported to .xls or .csv formats?
Reports can be exported in .xls and .csv formats. Thynk also offers an Excel toolbar that allows for the import and export of any table from the Thynk data model to Excel.
Can reports be generated historically and for future periods with freely selectable time ranges, including future periods with definitive and optional bookings?
Period over period. Past based on actuals / pickup / financial items; future based on business on the books. Agreed vd. Blocked vs. forecast vs. acutal/pickup is available
What market group statistics are available per company based on hierarchy levels?
The current hierarchy structures market groups efficiently based on size and geographical location. This clear delineation allows for focused strategic planning and resource allocation across different segments.
What is the process for generating a sales activities report, broken down by type of activity?
The deck contains comprehensive details about the project. All the necessary information should be available in that document.
How will data be integrated into a Business Intelligence (BI) tool for reporting?
BI is included in the solution. Otherwise data can be pushed and made available in a corporate datalake if needs be
Can the system provide production figures per account (based on hierarchy levels), revenue, and other data for freely definable periods as a customer report?
The system includes a flexible account hierarchy with robust master account management capabilities. Users can utilize flexible time period filters and year-over-year comparisons for analysis.
What are the requirements for the internal sales revenue report, specifically regarding Revenue, RNs, and ARR net, and how should hierarchy levels be used for revenue grouping?
Thynk offers a dynamic dashboard featuring key sales metrics such as Sales Activities, Inquiries, Negotiated Rates, and Bookings. Data can be cross-filtered and reported based on grouping and hierarchy levels; please see the white paper for more details.
Can the system provide company query results that combine company, booker, address, and revenue data within a specified period?
Combined filters offer flexibility across all reports and analytical views. This capability allows for versatile data examination and improved insights into performance.
What are the data filtering capabilities, such as filtering by sales user or company?
The planned features include drag and drop capabilities and dynamic filters. A comprehensive deck with more information is available for review.