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What to Look for When Choosing Sales and Catering Software

Posted on 30 May 2023

Venue Management


Finding the right sales and catering software for your establishment can seem daunting, but approaching it with an informed perspective can significantly simplify the process. Understanding what makes different solutions unique helps you ensure that your selection best meets the needs of your venue and your customers.

To ensure your selection process is as smooth as possible, we’ve compiled the most important elements you need to consider when choosing sales and catering software;


Must-Have Elements for Sales and Catering Software


iVvy_Icon-09Look for sales and catering software that can handle seamless room bookings, document production and invoicing automation, and menu planning tools, including customising and tracking inventory efficiently.

Choosing sales and catering software with robust contract management systems enable you to create contracts easily while streamlining billing processes. Additionally, you receive detailed reporting analytics to gauge how well each event performed and generate actionable data insights.

iVvy_Icon-43Opt for sales and catering software that prioritises ease of use. A user-friendly interface with intuitive navigation, straightforward tools, and a short learning curve is vital for your team's efficiency. Look for features including customisable workflows, and a well-designed dashboard that provides quick access to important information.

Software that streamlines complex tasks while remaining simple to understand and operate can significantly enhance productivity and reduce training time.

iVvy_Icon-38Ensure software offers customisation options to match your establishment’s unique requirements. Look for the ability to tailor templates, branding elements, and workflows. This customisation allows you to maintain brand consistency, align the chosen sales and catering software with your business processes, and create personalised proposals, contracts, and other client-facing materials. The ability to adapt the software to your specific needs enhances professionalism and brand identity.

iVvy_Icon-21Assess the software's integration capabilities with other systems such as CRM, property management systems (PMS), and accounting software. Seamless integration eliminates the need for manual data entry and improves efficiency.

Check if the sales and catering software integrates smoothly with online booking and payment systems. This feature provides clients with an easy way to book venue space, select menus, and make payments through your website or other online platforms. Integration with popular payment gateways also ensures your customers a seamless and secure transaction process.

iVvy_Icon-02Assess if the sales and catering software provides robust CRM capabilities. This includes features such as customer contact management, lead tracking, communication history, and customer segmentation. A strong CRM component enables you to effectively manage client relationships, track interactions, personalise communications, and identify upselling or cross-selling opportunities. Integration with existing CRM systems can also be beneficial for a unified view of customer data.

iVvy_Icon-06A robust reporting and analytics feature is essential for gaining insights into your sales and catering operations. Look for software that offers comprehensive reporting capabilities, allowing you to track sales performance, monitor event success, and analyse customer preferences. Detailed reports and analytics can help you make data-driven decisions, identify trends, and discover areas for improvement in your sales and catering processes.


iVvy_Icon-27Having an instant booking engine integrated into your sales and catering software will streamline your reservation process, automate administrative duties, and enhance the overall booking experience for customers.

Internally, this functionality empowers team members to view real-time availability and pricing information, avoiding the risk of double booking or manual errors. When integrated with CRM systems, a booking engine can also provide valuable insights for marketing purposes. 

iVvy_Icon-18When choosing sales and catering software, consider its ability to accommodate your business's growth. As your operations expand, software should be able to handle increasing volumes of data and transactions without sacrificing performance. Ensure that the software's infrastructure and architecture can support your future needs and seamlessly adapt to changes in your business size and requirements.

iVvy_Icon-15Evaluate the level of customer support provided by the sales and catering software vendor. Look for responsive technical assistance, training resources, and an active user community or knowledge base.

Strong customer service and 24/7 support ensure that you can quickly resolve any issues or questions that may arise during implementation or day-to-day software usage.

iVvy_Icon-08Data security is of utmost importance when dealing with customer information and financial data. Verify that your chosen sales and catering software offers robust security measures, such as data encryption, user access controls, regular data backups, and compliance with industry standards and regulations. A secure software solution safeguards your sensitive information, protects your reputation, and ensures compliance with data protection.

iVvy_Icon-45As you shortlist your sales and catering software options, consider the available pricing model and its alignment with your budget. Explore the pricing structure, whether it's a one-time purchase, a subscription-based model, or requires additional fees for specific features or add-ons. Consider the value provided by the software in relation to its features, functionalities and the potential return on investment it can offer.

Additionally, look for scalability options or pricing tiers that can accommodate your business growth. Comparing the pricing structures of different software options can help you make an informed decision that aligns with your budget while meeting your sales and catering management needs.


The Best Choice for Your Sales and Catering Needs


The time has come to make a decision and begin shortlisting your options. Consider the multitude of factors at play and embark on the process of evaluating your choices to find the perfect sales and catering software solution that optimises operational efficiency, guarantees customer satisfaction, and drives the growth of your establishment.

iVvy has helped thousands of venues worldwide with automation, real-time data insights and 50+ integrations to streamline their sales and catering operations. The average iVvy user enjoys a 20% increase in booking conversions when utilising features such as live availability lead capture, instant bookings or payment options – leading to time & money saved with an improved bottom line.

To find out more about iVvy venue management software and see a demo in action, click here.


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