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National Account Manager (NAM) Tutorial Introduction

Sabre Hotel RFP 26 MAR 2014 NAM Tutorial Page 1 of 14 National Account Manager (NAM) Tutorial Introduction This document is intended for National Account Manager (NAM) users within a Brand/Chain that have oversight to multiple properties within the chain. The processes described detail the steps involved in responding to an RFP received for the chain. The NAM user will log in to Sabre Hotel RFP using NAM credentials for the chain to review the RFP and either respond on behalf of the property or forward to a property (properties) for response. Many of our chain partners use their own process to manage the RFPs in their systems and then upload the appropriate response in our tool. The steps described in this document are for the purpose of resolving the request in Sabre Hotel RFP for our Corporate and Agency customers.

National Account Manager (NAM) Tutorial Introduction This document is intended for National Account Manager (NAM) users within a Brand/Chain that have oversight to multiple properties within the chain. The processes described detail the steps involved in responding to an RFP received for the chain.

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Transcription of National Account Manager (NAM) Tutorial Introduction

1 Sabre Hotel RFP 26 MAR 2014 NAM Tutorial Page 1 of 14 National Account Manager (NAM) Tutorial Introduction This document is intended for National Account Manager (NAM) users within a Brand/Chain that have oversight to multiple properties within the chain. The processes described detail the steps involved in responding to an RFP received for the chain. The NAM user will log in to Sabre Hotel RFP using NAM credentials for the chain to review the RFP and either respond on behalf of the property or forward to a property (properties) for response. Many of our chain partners use their own process to manage the RFPs in their systems and then upload the appropriate response in our tool. The steps described in this document are for the purpose of resolving the request in Sabre Hotel RFP for our Corporate and Agency customers.

2 1 Quick Reference Guide for NAM Response Use the following Quick Reference as a step-by-step description of the process to upload a NAM response file to a bid received via Sabre Hotel RFP. The following process assumes that the NAM is responding on behalf of the hotel(s) selected by uploading a response file in an acceptable format. NOTE: For additional details about each of the steps described below, please refer to the full version of the Training Documentation that begins in section 2 below. What Comments STEP 1: Email Notification Login credentials provided on the email notification received when new business presented to the Chain for review / response STEP 2: Review RFP Details Navigate to the Bids tab and click the Client Name listed to go to the RFP specific to that customer Click the View RFP option from the action drop down list on the right to carefully review the cover letter looking for keys on how to win the business as identified by the customer STEP 3.

3 Select Property / Properties Use the View options to arrange the hotels by status or use the Group by options as needed to further narrow the list of properties displayed (you can upload a response for hotels in Received Bids status only) Click the box to the left of each property name to select that hotel for the file upload (you can also click the box at the top of the header to select ALL hotels listed on the RFP) STEP 4: Upload Response File & SEND Choose the batch action Upload RFP Response from the bottom left of the Bids tab Choose the option for identifying the properties for which you want to upload responses Sabre Hotel RFP 26 MAR 2014 NAM Tutorial Page 2 of 14 The following sections are the full version of the user documentation with descriptions, definitions and screenshots specific to the NAM Response process for each of the response path options.

4 2 Access RFP from Email Notification Invitation to the Bid The email notification is sent to the Account owner for the chain as identified by the customer when sending the RFP. The email notification will include login credentials for the NAM user. Those with user Manager access in the tool have the ability to update Account ownership for NAM users within the chain. Please contact your user Manager to have ownership updated as necessary (our Support Team can help you identify that individual from the Chain is necessary please use Request Help to open a ticket for assistance). Click Choose Files to navigate to your saved response file(s) on your computer and select Once all files have been added, choose the appropriate path for handling the response choose either: o Send my Responses Automatically when the upload completes (if successful upload processed, the system will send the response immediately and update the status of the RFP) o Do not send I will send manually later (this provides you the flexibility to send the response at a later time if needed you will receive a notification when the upload is complete so you can determine when to send the response) Click the Start Upload button to process the response file STEP 5 OPTIONAL.

5 Send Response Manually If you chose the option Do Not Send I will send later during the upload process, you will receive an email notification once the upload is successfully processed. Navigate back to the appropriate Bids tab Select the properties you would like to send Responses to by clicking the box to the left of the hotel name. To select all listed, you can click the box in the title line. Choose the batch action option for Send RFP Responses to have the responses entered (or uploaded) sent to the bids tab of the Travel Buyer for review Note: The email notification will be sent to the user logged in to advise if the upload was successful, or if it failed for any reason and will provide the specific reason(s). We also present updates in the system, but they could take up to 15 minutes to process.

6 If your chain uses a data services or admin team to upload responses on behalf of the NAM, please review the NAM Response Upload (Third Party) documentation available on our support site. Sabre Hotel RFP 26 MAR 2014 NAM Tutorial Page 3 of 14 Note: Customers have the ability to overwrite the suggested NAM contact we have on file for a particular Account , but the ownership structure in Sabre Hotel RFP will ensure that the bid is visible to the Account owner even if the RFP is sent to another NAM. It is recommended that NAM users login in weekly during the RFP season to ensure that no RFP deadlines are missed in the event email delivery is delayed or in error. What Comments Sample email Notification The email notification will have the subject line of RFP for National Account Manager and will include the following information to help you identify the customer and the type of opportunity presented: 1.

7 The Travel Buyer logo and client/corporation name will be listed 2. The RFP Due Date expected by the Travel Buyer is clearly indicated 3. Information such as the Travel Destination, Hotels selected by the Travel Buyer along with their proximity to the destination are included. If the Travel Buyer includes the number of room nights and spend expected on this opportunity, that information will also be displayed. 4. The questionnaire format used by the Travel Buyer will be displayed, this is the same format you will 5. Access to login (including login credentials) provided click the Login link and enter credentials provided to access Sabre Hotel RFP Sabre Hotel RFP 26 MAR 2014 NAM Tutorial Page 4 of 14 3 Access RFP from the Bids Tab The email notification is sent to the Account owner for the chain as identified by the customer when sending the RFP.

8 Many of our chain customers have their own internal processes for getting the information to someone within their Brand/Chain that will handle responding to the RFP. The email notification includes login credentials for the NAM user recipient. After logging in to Sabre Hotel RFP, use the following steps to review the Bid invitation received. What Comments Dashboard Navigate from the Dashboard to the Bids Tab Bids Tab Use the drop down option to select the client from whom you received the RFP Sabre Hotel RFP 26 MAR 2014 NAM Tutorial Page 5 of 14 View Options Once viewing the Bid Manager for the Company, use the many sorting options available to narrow down the list and find the hotel(s) you need The View option is a drop down list that lets you adjust the list of properties by status (most popular to see groups of hotels ready for response, negotiation, etc.)

9 Use Group By to sort the list of properties by destination state, contact name, etc. Sabre Hotel RFP also has a Find feature you can access by using the Ctrl F function on your keyboard to activate 4 Respond to RFP Review RFP Details Once logged in, navigate to the Bids tab to locate the RFPs associated with the email notification received. What Comments Review Cover Letter From the Bids tab for your client/corporation, click the View RFP option to the far right on any of the RFPs presented Sabre Hotel RFP 26 MAR 2014 NAM Tutorial Page 6 of 14 RFP cover letter will be displayed with details provided by the client/sender and will help to frame the focus of your response Hotel Questionnaire As a reminder, you will have the Hotel Questionnaire version used by this customer identified on the email notification you received (NBTA 2010 or GBTA 2013)

10 To have mandatory questions from the Travel Buyer identified clearly, make sure the Highlight Required Questions option is checked as shown above Required fields requested by the customer will be highlighted in yellow - the response cannot be sent until all required fields have been completed Sabre Hotel RFP 26 MAR 2014 NAM Tutorial Page 7 of 14 Enter or review any pre-populated responses shown in the Hotel Questionnaire The Rate Grid is included in the Client Specific section of the form Custom questions are those the customer has manually added to the RFP and are available throughout the questionnaire Attachments If included with the RFP, attachments will be listed at the bottom of the RFP details page Click the link for each document attached to open the attachment and view the content Upload RFP Response Uploading an RFP Response allows the NAM to pull data from an internal system used by the chain and then populate that data in the Sabre Hotel RFP response form without having to manually populate an individual response for each property selected.


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