Our client is one of the world’s largest travel groups, their operations spans across tourism, luxury, leisure charter services, destination management services and a very large luxury hotels spread across the globe.
There were quite a number challenges the client was facing apart from their difficulty in managing huge volumes of requests and close the sales transactions. Some of the challenges were:
Lack of a lead routing or opportunity management
No formal process or tool in place for forecasting, sales reporting or sales person accountability,
No pre-existing CRM solution in place. Sales were run solely on legacy in-house developed application, spreadsheets and manual processes.
Lacked complete visibility to cost of sale and pipeline.
Sales and Marketing processes were previously not automated or standardized.
Inconsistent user adoption of previous system with no mobile access to SFA.
Siloed Customer Data
Inflexible process and workflow
Lack of real-time business insights
Fragmented technology approach
Difficulty in accessing the available information, especially when sales reps are travelling
No tracking of sales representatives meeting prospective or existing clients
No data analytics and no management dashboards
Create and access a superior high-quality leads
Right engagement Right Time: Easy use of Real-time information to fuel increased productivity of sales team and enable better close rates.
Reports on Sales pipeline, trends and mobile dashboards help managers capitalize on seasonal &recurring sales.
Quote issuance and tracking of Customer interactions.
Flexibility for the Salesforce to work when they are actually on field and also in offline mode.
Day to day tasks for account /opportunity management are tailored to the sales reps ‘ roles.
Accurate Forecasting: Daily visibility through standard reports opportunities enable forecasting.
Customer 360 Degree: Customer information is shared across SFA and their ERP systems,
Guide the sales representatives thoroughly through every stage and make them implement the best practices.
Territory based assignment and security that keeps sales reps focused on their region, while allowing executives access to the complete sales pipeline.
Incorporating application with Google Maps for exact and advantageous arranging by region.
Sales Catalog aligned to quotation process.
Improve Account Planning by Sales Reps focusing on high-value customers.
Robust cloud and mobile accessible SFA application enabling simplified user experience and gain business visibility.