How to create a Sales Event (Sales Program)

How to create a Sales Event (Sales Program)

Learning Objectives

At the end of this lesson you will know …. 

  1. What a sales program is

  2. How you can create a sales program in Thynk 


About Sales Programs

Sales programs are strategic initiatives designed to increase revenue and typically involve a combination of targeted marketing efforts, relationship-building with clients and agencies, pricing strategies, and special promotions. 


They tend to be events that hotels plan internally and invite their customers to. Examples can be: Special Cocktail Receptions, a Product Launch to showcase your new ballroom, or swimming pool area, etc.  


Creating a New Sales Program 

1. To create a new Sales Program, click on the App Launcher

To create a new Sales Program, click on the App Launcher

2. Start typing 'sales pro' in the search field and click on Sales Programs.

Start typing 'sales pro' in the search field and click on Sales Programs.

3. Click on New

Click on New

4. In the Name field, type in the name of the event. In my case "GM Cocktail Reception".

5. Click into the Type field.

Click into the Type field.

6. Select the type from the drop down list. (This list can be modified by your Thynk Admin).

Select the type from the drop down list. (This list can be modified by your Thynk Admin).

7. If another company is organizing this event, you can select the account and contact in the Organizer Account and Organizer Contact fields. In this example, I am organizing the event internally,and will select the Program Owner by clicking on it.

If another company is organizing this event, you can select the account and contact in the 'Organizer Account' and 'Organizer Contact' fields. In my case, I'm doing it internally, and will select the Program Owner by clicking on it.

8. And select the person who's managing this sales program.

And select the person who's managing this sales program.

9. Enter how much you forecast to spend on the event in the Forecast Spend field.

Enter how much you forecast to spend on the event.

10. Click on the Start Date/Time fields to select the Date and the Time of the event.

11. Do the same with the End Date and End Time.

Do the same with the End Date and End Time.

12. In the Description field, type in the objective and description of the event.

In the 'Description field, type in the objective and description of the event.

13. Lastly, click on Save.

Click on Save.




Best Practices 
  • Always follow your internal SOPs how to use Sales Programs and Sales Program Invitations

  • If you would like to repeat a Sales Program, ensure you have set up a task reminder in the future.



Resources

  1. Overview on Sales Programs - Knowledge base article 

  2. Sales Program Dashboard -  Knowledge base article


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