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Hussain Nasir

CRM for Restaurants

Posted by Hussain Nasir Mar 19, 2018

The restaurant industry heavily relies on human interaction and connection. Although customer relationship management is at the core of any restaurant business, most tend to shy away from adopting a CRM system. Try and imagine a solution that will allow your business to be smarter and help you provide a more personalized experience to your customers while integrating seamlessly into your existing processes and practices. Does all of this sound too good to be true? Well, here are five ways a CRM solution will help you turn this into reality.

1. Integrate existing technologies with your CRM

CRM for restaurants

In this day and age, most restaurants interact with their customers through multiple channels. These may include the restaurant website, social media, emails and other web based content. These channels allow you to obtain valuable feedback and learn more about your clientele. Using a CRM solution puts this treasure trove of data to better use. A CRM is able to effectively gather this information and produce highly personalized reports and analysis, all under one hood.

2. Keep them coming back for more

CRM for restaurants

Personalized reports lead to a more personalized experience for your customers, and that’s bound to be one that they never forget. This is the top priority for any restaurant. With valuable information like contact details, average spending, visit frequency and meal preferences at your disposal, your staff is able to better cater to your customers. Implementing a CRM solution, will also provide you with relevant information so you can better track and handle customer complaints.

3. Optimize your restaurant’s menu

CRM for restaurants

You are bound to have items that are popular than others. Some of these might be well received across the board, some may appeal to a more niche market while the rest may need to be scrapped from the menu altogether. With a CRM, you can monitor and analyze their sales data with great ease and accurately decide what course of action to take. This will not only allow you to boost sales by choosing what stays in your menu but also enable you to innovate more profitable items in the future.

4. Effective marketing campaign management

CRM for restaurants

By integrating marketing and operations data with your CRM system, you will be able to maximize profits by undertaking highly targeted marketing campaigns. With information like visit frequency and average spending, you will be able to approach your clientele with offers and promotions tailored to their needs. For instance, if some customers have not visited recently, you can bring them back using promotional emails. Alternatively, you can target regulars and heavy spenders with personalized discounts and incentives.

5. Integrate your CRM with a payment gateway

CRM for restaurants

To help you better manage your invoices and payments and reduce manual input, you can leverage CRM integration with a payment gateway like Stripe or This will allow you to focus on more pressing matters like the quality of your menu and service, all the while providing a seamless and secure payment experience to your customers.

The Bottom Line!

A CRM solution provides numerous incentives to restaurant owners. It offers you various valuable insights that can be accessed from anywhere, anytime. It grants you full control over your business processes, lets you build committed relationships with your customers and offer them a personal experience that they are unlikely to forget.

Your customers deserve the best. Click HERE to get in touch with our team of certified SugarCRM experts and get free consultation.

Both customer relationship management (CRM) and enterprise resource planning (ERP) are powerful tools. But combined, they give your company full access to both front-office and back-office activities. In this three-part blog series, Intelestream dives into both the why and how you should connect these two systems.

This blog focuses on the benefits of integration. Stay tuned to blogs 2 and 3 for more information on what data to integrate and best practices to sync.

Understanding the Difference


The first step in understanding why you should integrate CRM and ERP software is to understand the difference between them.

While both systems keep track of information, they are designed to reach different goals. On the most basic level, CRM software handles your front-office activities, while ERP focuses on the back office.

Customer service and sales teams use CRM to track essential information about customers as they move through the sales funnel. It can also provide useful insights about the ways the sales team interacts with their customers, and provides hard data to managers in the form of reports and analytics.

On the flipside, your ERP system allows you to track customer activity. Sales reps check ERP if they want to know when an order was placed, what products were on the invoice, or what packages left the warehouse.

An ERP system may show some customer data, and a CRM system may show specific sales or details about customers. But in essence, these two systems don’t overlap much.

Connecting CRM and ERP Benefits

When these two systems are separate, you’re not getting a full view of your customer. And when customers call your sales department to find out the status on an order, valuable time is wasted as the sales rep contacts the back office, or tries to figure out an unfamiliar ERP system.

Whether you’re a salesperson or a technician, you need to be efficient.

Here are three of the biggest benefits to linking CRM and ERP systems:

  • They provide better opportunities for mobile applications.

A technician in the field does not have time to log into CRM and look up customer information, then pull up details about past orders and pricing from ERP. So these systems are in one platform, valuable information is now at the technician’s fingertips.

  • They assist with internal controls.

All of the data your team members need will be in the CRM system, which helps eliminate information silos. It also keeps employees out of systems they don’t need to be in (such as a salesperson going through the accounting system), just to find out details about a payment or quote.

  • They boost business intelligence.

 CRM has an opportunity forecast online, while ERP shows historical data, lagging indicators, and past orders. When your team has easy access to all of this information, they will be able to forecast more accurately.

Now that you know why you should connect your CRM and ERP systems, are you wondering what data should be integrated, or how to sync it? If so, check out the next two blogs in this series, which will be available on March 22 and April 5.

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