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Omnichannel CRM without channel chaos

Unify ecommerce, group sales, and marketplace demand so reps have one view of every customer.

Workspaces Team|
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1 min read

Channel sprawl makes it hard to know who your best customers are. A clean CRM strategy starts with consolidating signals, not adding more tools.

Map the demand sources

  • Direct web bookings with first-party data
  • OTA and marketplace traffic with attribution preserved
  • Group and corporate accounts with contract terms and blackout periods

Clean up the pipeline

  • Normalize lead sources into one lifecycle with clear stages
  • Auto-enrich contact and company records with reservation history
  • Use playbooks for common scenarios: reactivations, upsell offers, retention saves

Keep support and sales in sync

  • Pipe support tickets into CRM timelines so reps see friction before they call
  • Share revenue targets by channel to avoid competing discounts
  • Run QBRs with cohort views: new vs repeat, channel vs margin

When every channel is visible and searchable, teams stop guessing and start prioritizing the right follow-ups.