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Travel companies have lots of linked databases to manage. Customer databases are often riddled with trip information, payment methods, itineraries, and unique customer requests and needs. Hence, it is important that travel agencies utilize a powerful platform where they can seamlessly manage all these bulk of data, monitor their projects, and check the activities of their sales reps all at the same time.

Escapes teamed up with Cloudworks to help them get started with Salesforce. The luxury travel company believed that Salesforce has all what they need to transform their business processes and data management to a more streamlined one.

Escapes is a luxury concierge and travel boutique creating bespoke experiences with an eye for detail that is unmatched in the market.

Background on Escapes:

Escapes is a travel boutique specializing in luxury concierge and customized trips for each of their customers. They create special adventure trips taking into account the custom requests of their traveler customers.

Team members working at Escapes have travelled extensively to over 150 different countries. Having first-hand experiences in various countries makes them fully equipped to run the travel boutique. They know and understand their traveler customers wants and needs and are here to make dream travel escapades come true.

Escapes Customer Story Cloudworks
Escapes Customer Story Cloudworks 1

What Escapes Needs:

The business challenges that Escapes wants to address include the following:

  • Better management of traveler’s data, itineraries, and payment methods for bot suppliers and traveler customers

  • A streamlined process of managing Supplier databases

  • Efficiently monitor sales rep activities

  • Get a bird’s eye view of customer data using simple dashboards that feature high-quality visuals and have a clickable accessibility

  • Reports on specific parameters like KPI measurements for sales reps, closed won trips per sales rep, and revenue generated by each sales rep

Escapes wants all these solutions to have minimal to no customization. They want to keep things simple and sleek when it comes to data management.

Salesforce-Driven Solutions for escapes:

Cloudworks answered the company’s need for simple and straightforward data management by implementing the following solutions:

  • Implementing a basic Salesforce platform in the most efficient manner possible.

  • Introducing the Lightning Interface for a streamlined business process with maximum user-friendly features.

  • Utilizing Accounts record types to manage Clients database. This enabled Escapes to differentiate the uploading process for data and records.

  • Dashboards for creating reports and monitoring KPI measurement for the sales reps’ performance

  • Opportunity life cycle with automatic notifications per stage to help users follow through an Opportunity without missing a beat. This feature will also help generate the data for specific Opportunity and Case parameters set by Escapes.

  • Automatic Notifications system for each sales user’s follow-up activities.
Escapes Customer Story Cloudworks
Escapes Customer Story Cloudworks

The Outcome:

Escapes is now able to monitor sales rep’s performance, streamline data management procedures, and deliver quick solutions to ramp up sales and profitability by using Salesforce Lightning’s simple and no-fuss features.  Thus, they are able to reach out more to their target customers – the travelers.

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Cloudworks is an agile and innovative cloud consulting company working in the GCC region and a Salesforce Platinum Partner.

Our team is a group of passionate Salesforce experts aiming to help our customers to achieve success.

In cloudworks we value companies culture and real value implementations.

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