Project Name
How a Global Hotel Chain Improved Guest Insights & Loyalty Reporting Using RollUp Magic
A renowned multinational hotel chain managing properties across continents was using Salesforce to centralize operations—from room bookings to feedback management and loyalty tracking. While the platform was instrumental in guest engagement, the hotel’s internal teams faced bottlenecks in generating unified reports and deriving real-time guest satisfaction insights.
The growing volume of data from multiple properties, fragmented across objects like bookings, ratings, and loyalty rewards, made it nearly impossible to consolidate metrics without heavy manual effort or custom code.
To solve this, the client adopted RollUp Magic, a powerful Roll-Up Summary Field App for Salesforce, enabling them to automate complex roll-ups across standard and custom objects with zero code.
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Scattered Guest Ratings Per Location
Guest ratings were stored at the individual feedback level, making it difficult for management to assess satisfaction trends by hotel property. -
Manual Reward Point Summaries
Loyalty points were being updated manually, leading to reporting delays and errors in reward redemptions. -
Fragmented Loyalty Program Data
Data across loyalty tiers, stay frequency, and reward usage lacked centralized roll-ups—limiting marketing teams’ ability to tailor promotions.
With RollUp Magic, the hotel chain implemented automated Salesforce Roll-Up Summary Fields across multiple objects, including bookings, loyalty records, and feedback logs.
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Unified Guest Ratings by Property
Rolled up guest feedback scores from individual stays to specific hotel locations, enabling real-time guest satisfaction tracking. -
Automated Loyalty Point Calculations
Consolidated reward point accruals and redemptions from child records into parent loyalty profiles, eliminating manual data entry.
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85% Faster Loyalty Reporting
Automated roll-ups cut down reporting time from hours to minutes, enhancing accuracy in loyalty program audits. -
Unified Guest Satisfaction Index
Consolidated guest feedback provided hotel managers with an at-a-glance satisfaction score by property, enabling proactive service improvements. -
Enhanced Guest Personalization
With a real-time view of loyalty data and satisfaction metrics, marketing teams could tailor promotions and offers based on actual guest behavior.
By leveraging RollUp Magic, the hotel chain unlocked the true power of Salesforce without writing a single line of code. The ability to build real-time, cross-object roll-up summary fields brought clarity, speed, and personalization to the heart of their guest experience.
For hospitality businesses striving to enhance operational efficiency, loyalty engagement, and guest analytics in Salesforce, RollUp Magic is the no-code automation solution you’ve been waiting for.
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