#1. Introduction
Leisure & Pleasure International Pvt. Ltd is a premier travel agency based in Gurugram, India, with a rich industry experience of 20 years. The agency specializes in designing and organizing a diverse range of trips for B2B customers across India, catering to various interests and themes.
Leisure & Pleasure International Pvt. Ltd’s trip themes include Buddhist Tourism, Indian Leisure Trips, Wellness Holidays, Wildlife, and Nature, ensuring that every traveler’s preference is catered to. With a keen eye for detail and a passion for delivering exceptional travel experiences, the company has established itself as a trusted name in the travel industry.
The company’s B2B clientele includes travel agents, tour operators, corporate clients, and group organizers. Leisure & Pleasure International Pvt. Ltd prides itself on offering a seamless and hassle-free travel experience to its customers, with a focus on delivering exceptional service at every step of the journey.
#2. Problem Statement
Leisure & Pleasure International Pvt. Ltd is facing the following challenges
Lead Management Problem: The company is finding it challenging to properly follow up with leads, which is resulting in missed opportunities for business growth. The process of managing leads is currently manual, and there is no proper system in place to track and follow up with leads effectively.
Customer Targeting: The agency is also finding it challenging to target previous customers effectively. There is a lack of a system in place to track customer preferences and behavior, making it difficult to target customers with personalized offers and promotions.
Customized Trip Packages: The company provides customized trip packages, which are highly sought after by customers. However, the process of organizing these trips manually for new customers is time-consuming and takes away from the agency’s productivity. There is a need for a more streamlined and efficient process to manage customized trips.
Quotation and Invoice Creation: The process of creating and following up on quotations and invoices is also proving to be a challenge. The manual process is leading to delays in sending quotes and invoices, which can result in a potential loss of business.
Reporting Problem: The company is unable to properly track the number of leads, trips, and total profit on a monthly or day-by-day basis. There is a lack of a centralized reporting system that can provide accurate data and insights into the company’s performance.
Overall, these challenges are impeding the agency’s growth and profitability. Addressing these challenges requires the implementation of a more efficient lead management system, a customer relationship management system to improve customer targeting, a streamlined process for managing customized trip packages, an automated system for creating and following up on quotations and invoices, and a centralized reporting system for tracking the company’s performance.
# Finding Solution
After assessing the challenges faced by Leisure & Pleasure International Pvt Ltd, we offer to implement Zoho CRM as a solution. Zoho CRM is an all-in-one customer relationship management system that provides a wide range of modules, customizations, automation options, email marketing automation, and integration options, and also it is very cost-effective.
Solutions We Offered
- Implementation of Travel agency CRM, built by 4steps marketing using ZOHO CRM.
- Customization of Zoho CRM to match the unique business requirements of Leisure & Pleasure International Pvt. Ltd.
# Implementation & Result
To start with, our team worked closely with Leisure & Pleasure International Pvt. Ltd. and our implementation process involved following steps
Customization: We customized Zoho CRM for Leisure & Pleasure International Pvt. Ltd to fit their travel agency needs. This involved editing fields, adding custom fields and sub-forms, and introducing additional modules like Passenger, Fixed Departure, and Vendor Booking.
Automation: We set up various automation rules to automate critical operations, such as automatically converting leads into contacts, creating new trips, and changing trip stages according to quotation stages. We also implemented email automation features, including welcome emails for new leads, follow-up emails, and an email marketing campaign targeting old customers.
Data migration: We migrated all data from Google Sheets into Zoho CRM to ensure that all customer information was in one place, accessible, and easy to manage.
Live training: We provided live training sessions to the business owner and their employees to ensure that they could utilize the platform effectively and efficiently to streamline their operations and improve their customer relationships.Improved CRM: The implementation of Zoho CRM has enabled Leisure & Pleasure International Pvt. Ltd to enhance their customer relationship management, streamline their operations, and improve their business performance. The customized features, automation rules, email automation, and live training sessions have enabled the team to work smarter, and more efficiently, and deliver an enhanced customer experience.
