Benvio

SALES PIPELINE & ACTIVITIES

Work Every Opportunity in One Sales Pipeline

Work opportunities, calls, meetings, tasks and next actions across your sales team, whatever brought the business in.

An opportunity opened from an RFP and one opened by a proactive call move through the same pipeline, with the same ownership and the same review.

The demo takes 30 minutes. We ask about your property structure, PMS and current Salesforce setup, then focus on the workflows relevant to your commercial team.

HOW IT WORKS

Owner, stage and next action, on every deal

Each opportunity carries a stage, an owner, an expected value and a close date, plus the account it belongs to. Prioritisation starts from the next action recorded on the opportunity, not from a list a manager has to build by hand.

SALES ACTIVITY

Calls, meetings and visits stay with the account

Calls, meetings, site visits and tasks are logged against the opportunity or the account they relate to, so the activity history is available the next time someone on the team picks up that relationship.

WHAT BENVIO DOES

One pipeline for every origin of B2B business

One pipeline, every origin

Opportunities created from an RFP, a Groups & MICE inquiry or a proactive call share the same pipeline, stages and review.

Next action, always assigned

Every open opportunity carries an owner and a next action, so nothing waits without someone responsible for moving it forward.

Activity history in context

Calls, meetings, site visits and tasks are recorded against the account and opportunity, not in a notebook that leaves the company with the person who wrote it.

Sales Pipeline & Activities records the calls, meetings, tasks and next actions your team already works. It does not manage your calendar invitations or place calls on your behalf; those remain with your existing calendar and phone systems.

FAQ

Sales pipeline FAQ

What counts as an opportunity in the sales pipeline?
Any commercial opportunity your team is working, whether it started as an incoming RFP or Groups & MICE inquiry, or as a proactive call to a corporate account. Both live in the same pipeline once they reach that stage.
Does every opportunity need a next action?
Benvio expects each open opportunity to carry an owner and a next action, so a pipeline review starts from what needs attention rather than from a blank list of accounts.
Does this replace my calendar or dialer?
No. Benvio records the calls, meetings, site visits and tasks tied to an opportunity or account. It does not manage calendar invitations or place calls itself.
Can Groups & MICE or RFP opportunities appear in the same pipeline?
Yes. Groups & MICE and RFP inquiries generate opportunities that move through the same pipeline as opportunities your team opens proactively.

Bring every opportunity into one pipeline

In the demo we walk through how your current opportunities, from every origin, would look in one pipeline.

Book a demo

The demo takes 30 minutes. We ask about your property structure, current Salesforce setup if applicable and PMS, then focus on the sales workflows relevant to your team.