Enquiries with context and ownership
Bring preferences, requirements, relationship history and next actions into a shared view with appropriate access.
Salesforce for travel, hospitality & concierge
Keep customer detail from enquiry to booking.
Connect enquiries, quotes, bookings or service requests with clear ownership and follow-up. We help travel, hospitality and concierge teams shape Salesforce around the conversations and hand-offs that matter.
Where Salesforce can help
Follow every request through to a response.
Quotes and follow-up kept together
Track group enquiries or bespoke requests through preparation, review and customer follow-up.
A clear hand-off to the specialist
Connect the request with the team or partner responsible, including service deadlines and outstanding information.
A view across the customer journey
Understand enquiry progress, service workload and repeat conversations using consistent reporting definitions.
Customer enquiry workflow
From a detailed request to a considered response
- 01
Enquiry
Capture requirements, preferences and the owner.
- 02
Preparation
Gather approved options and check dependencies.
- 03
Specialist review
Confirm suitability, availability and the next action.
- 04
Follow-through
Track the booking or request and service hand-off.
Booking engines, property-management platforms and inventory systems remain authoritative where appropriate. Availability, prices and reservations require validated integrations; they are not inferred by an AI assistant.
AI assistance
Give specialists a first draft to work from.
We choose between Agentforce, a custom assistant and conventional automation based on the task. MCP can connect an assistant to permitted tools and data, with review before any agreed action.
Explore AI and MCP setupAn AI use case
Prepare a tailored itinerary draft
An assistant could assemble a first draft from an approved content library and the permitted enquiry details. A specialist checks availability, feasibility and the customer's needs before sharing it.
Draft for human review · Access limited to permitted information
Working with Forgemoor
Salesforce for customer-facing operations.
We can review your current CRM, implement Salesforce or connect it to a specialist system. Our consultants use early prototypes to test the design with your team.
Which hand-off could make your customer experience better?
Let’s explore the process, the systems around it and a practical first improvement.