tours and travel industry



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.


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.


  • 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


  • 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 is a world-class software development and solutions company that truly believes in “Innovation in motion”. Delivery innovation on the go at an accelerated pace has been our success mantra to date. Over the years we have provided value to our clients in the field of enterprise mobility, cloud, IoT, backend development, Big Data Analytics, and Blockchain.

We serve industries ranging from unicorns, and startups to large multinationals in the healthcare, telecommunications, fintech, retail, and publishing industry. Our go-to-market software products – iStatement, iPublisher, and iBuggy have proved our metal with positive beneficial customer testimonials. We help our clients with successful product development, consulting services, and testing (manual & automated).

We have profound experience & expertise in various technologies like .Net, J2EE, PHP, iOS, Android, and Cloud Computing viz. Amazon Web services (AWS), Software QA & testing (Manual & Automation). Our designed products are cloud-ready and can be readily deployed on AWS/Azure cloud infrastructure.

Our pivot on engineering innovation and R&D helps quicken time-to-market, ensuring high quality at economies of scale, delivering cult competency for the global marketplace. We ensure that your ideas, concepts, and requirements are backed by brilliant execution at our end. Having said that we extend end-to-end ownership of product/application design, development, and deployment.

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+1 408 409 2024

+91 731 408 9351

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