Travel to Learn ( http://www.travel2learn.co.nz ) is a leading business in organising overseas educational trips for students from Europe and New Zealand.
Travel to Learn was interested in adopting Salesforce to increase its sales team efficiency and having a 360 degree view of their customers interactions, but it wasn’t convinced that Salesforce could satisfy their requirements, especially around having an ability to calculate travel cost and generate a unique quote.
1. Based on the initial findings from discovery session and follow up workshops, building a quick prototype was identified as the best approach to verify the design concept and enabling the customer to experience the business flow before committing.
2. As the core of the solution, a customised data model has been delivered to satisfy customers unique cost calculation and quote generation process.
3. Multiple user testings and design iterations were carried out to ensure the solution match customer’s expectations and project time/cost was within the original estimation.
The system was immediately put into use after going live, and the sales team was able to cut the quote generation time by 70% and freely adjust quotes based customer’s dynamic needs, therefore they could close more deals and increase customer satisfaction rate.
Due to the project success, Travel to Learn has started to consider improving customer experience by adopting community cloud as the next step.
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Top Tech Service has been a Registered Salesforce Consulting Partner since 2015. We provide Salesforce and Pardot consultation and implementation services for our clients with a small team of consultants and developers based in Sydney, working collaboratively, to bring you the very best solution for your business.
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