Sales Ops frameworks and CRM tactics to define, track, and scale software bookings in restaurant tech.

This playbook is designed for B2B professionals operationalizing SaaS bookings systems, especially those selling to restaurants. It outlines a four-part framework that helps teams build CRM architecture, enforce booking hygiene, and turn pipeline data into a strategic advantage.

Whether you’re a Salesforce admin, GTM leader, or founder, this guide will help align your revenue engine with how bookings actually work in restaurant tech.

This playbook covers the following key topics:

Part 1 – Products, not promises
Part 2 – Consistency in counts
Part 3 – Booking boundaries
Part 4 – Set in stone