CLIENT
Challenges
The client is an Australia-based tours and travel company, that had its own tour packages organized earlier with different manual methods. Implementing Salesforce helped the client to boost productivity and achieve enhanced outcomes.
Traveling and site seeing satisfy the thirst of humans to unwind, seek adventure and gather joyful memories. For a traveler, it is indeed a matter of relaxing and re-energizing, BUT for a travel company, it is very complex to manage all activities that help in giving flaw-free and prompt services to travelers.
Solutions
Overview
Salesforce CRM solution using sales cloud to manage various business processes is implemented. Ensuring that productivity increases and outcomes should be more happy clients.
It was achieved by streamlining the process of booking, tour package designing, Vehicle management, traveler history, Agent management, customized reporting, and many more. Emorphis’s expert team of Salesforce developers and implementers made it possible in just 4 months.
Features
- Tour package creation, that can be easily selected by travelers as per their travel plan.
- Opportunity creation for proposed travel.
- Opportunity stages tracking
- The booking process with availability validation by the traveler.
- Booking by Agent
- Integrating booking and inquiry on the website to Salesforce CRM
- Agent onboarding, territory allocation, payment terms, commission % setting, and payment
- Online payment using Stripe.
- Cancellation and refund.
- Automated Mailers to the traveler.
- Driver management and tracking.
- Traveler history and other reports to empower further digital marketing.
- Agent-related business reports to help contract management
Benefits
- Workflow and process automation
- Activity management for confirmed bookings, drivers, buses etc.
- Opportunity management for scheduled tours/ inquiry
- Reports and dashboard for routine work processes, business productivity boosting
- Getting more engagements from external booking agents.
- Forecast management for peak season planning offers etc.
- Overall business growth, smooth operations, happy clients and repeat business.
Tech Stack
- Sales Cloud to create bookings in Salesforce.
- Integration of a third-party system with Salesforce so that they can track their bookings.
- Interactive component to check live seat availability.
- Internal Salesforce API’s to send data to their website’s database.
- Structure for agent bookings.
- Automated agent commission calculations.
- Component for bus allocation.
- Dashboard and reports.
About Emorphis
Emorphis Technologies helps businesses create and modernize technology solutions that support efficiency, innovation, and growth. Our capabilities include Salesforce, software product engineering, enterprise applications, AI, cloud, and DevOps, helping organizations address changing digital requirements.
As an enterprise software development company, we build scalable applications that align with business workflows and long-term goals. Our AI software development expertise helps organizations introduce intelligent automation, AI-powered features, and smarter workflows into their technology environment.
We support digital transformation by helping businesses modernize existing systems, improve technology infrastructure, implement Salesforce, and adopt AI and cloud solutions. Our approach focuses on creating technology that is practical, adaptable, and aligned with business priorities.
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