5 Tips for Keeping Track of Your Corporate Catering Accounts

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Corporate clients often have very precise requirements and high expectations when it comes to catering for their meetings and events. Correctly tracking your catering accounts helps ensure accurate order fulfilment and can allow you to achieve significant operational efficiencies and grow revenue.

Below are five proven tips to help you track your corporate customer accounts.

Maintain an up-to-date contact database

An up-to-date contact database should be at the core of your account-tracking efforts. This allows you to quickly search for customers and view their account information.  Having a single, centralised customer database also enables staff members across different areas of your business to deal with exactly the same customer information.

Your corporate customer database should be designed to record multiple personnel who work within the same organisation. It’s common for corporate accounts to have multiple people ordering for the same company, each with their own nuances such as varying delivery locations and billing details. Tracking all corporate contacts drives stronger personal client relationships and can improve customer satisfaction.

Record standing order instructions

Corporate catering customers often have many specific requirements, such as food preferences ,dislikes, delivery instructions, and presentation styles. Being able to record standing order information of this nature makes it easy for every member of your team to access the information and prepare orders as instructed. This can also lead to greater consistency standards overall.

Leading catering software systems include  functionality for recording these types of standing order instructions, as well as splitting the instructions by kitchen department, so each department or station knows what information applies to their part of each catering order.

Review your sales activity

While delivering catering orders accurately and to a high standard is key to generating repeat business, tracking customer sales activity is vital for other reasons. If you’re able to review account sales data, you can better understand your customers and make smart decisions for growing revenue and profit.

You should keep track all historical catering sales, including the customers who ordered, the products purchased and the times of day that food has been delivered. Catering systems exist that can capture all of this for you, and let you easily view reports on your sales at a granular level. These reports might reveal insights into things such as your most popular and least popular products, the busiest periods of the year for certain catering products, and the times of the day with the highest levels of demand.

Your reports should also be telling you about the customers who spend the most and those who order most infrequently. Ultimately, you’ll be able to use this information to re-structure your catering menu, marketing efforts, supply ordering and operations.

Track your quotes

Tracking quotes is another important facet of your corporate account tracking. It’s common for customers to request quotes for multiple upcoming events. You should have your quotes recorded in a central location so that different staff members are aware of the particulars of the quotes that have been sent out, especially when customers contact you with questions or amendments.

Tracking quotations is also essential for following up your customers, allowing you to proactively contact the customer closer to the event date to assist them with questions, and ask if they wish to proceed. A great catering system might allow you to view upcoming quotes in a calendar, so staff can see at a glance what’s coming up.

Find the right software

Depending on your budget, there are a range of different software solutions out there that can assist with your corporate account tracking. If you’re just starting out, simple tools like Excel can provide you with the basics.

As your business grows, a dedicated catering system can provide more powerful features. Good catering systems can facilitate all of the tips outlined above – from recording contact details and standing order instructions to reviewing sales and tracking quotes.

The same platform can also support invoicing, marketing efforts such as email newsletters, online orders for customers, and generate detailed reports. Using a single platform across all of these processes can ensure consistency and up-to-date information for all staff members and across departments.

The benefits of tracking account data aren’t limited to better order outcomes for your clients; it can mean better strategic and marketing decisions for your business. If you don’t already use a dedicated catering platform, contact Foodstorm to talk about how your operations can benefit enormously from the dedicated catering software.