Salesforce Personalises Promotions and Events for a Premium Restaurant Chain

Industry

Hospitality

Services

Salesforce ImplementationMarketing Automation

Technologies

Salesforce Sales CloudApexLightning Web ComponentsFlowsMarketing Cloud

Challenge

A major restaurant chain specialises in steakhouse dining and fine wines, with promotional events tailored to local culture and guest preferences.

Guest data and event bookings were spread across locations, making personalised marketing difficult:

Guest data spread across locations.
Manual private event management.
Generic promotions.
Limited insight into guest preferences.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the restaurant chain's processes and goals.

Guest profiles

Guest preferences and visit history captured centrally.

Event management

Private dining enquiries and bookings tracked through to completion.

Localised campaigns

Promotions targeted by location and guest preferences.

Insights

Reports on events, campaigns and guest engagement.

Restaurant Chain solution delivered by Winklix

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.
Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.
Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.
Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Outcome

The engagement delivered clear, practical results for the client:

Personalised, localised promotions.
Streamlined private event management.
A unified view of guests across locations.
Better campaign insight.

Restaurant Chain

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Challenge

A major restaurant chain specialises in steakhouse dining and fine wines, with promotional events tailored to local culture and guest preferences.

Guest data and event bookings were spread across locations, making personalised marketing difficult:

Guest data spread across locations.

Manual private event management.

Generic promotions.

Limited insight into guest preferences.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the restaurant chain's processes and goals.

Guest profiles

Guest preferences and visit history captured centrally.

Event management

Private dining enquiries and bookings tracked through to completion.

Localised campaigns

Promotions targeted by location and guest preferences.

Insights

Reports on events, campaigns and guest engagement.

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.

Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.

Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.

Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Related Case Studies:

Warehouse Management Software Provider

Salesforce Streamlines Sales and Customer Onboarding for a Warehouse Management Software Provider

Read full post

Online Fitness Community

Salesforce Helps an Online Fitness Community Engage and Retain Members

Read full post

B2B Services Company

ActiveCampaign and Salesforce Integration Aligns Marketing and Sales

Read full post

Essential

Analytics

Marketing

Salesforce Personalises Promotions and Events for a Premium Restaurant Chain

Challenge