The client is a global provider of travel and tourism services, delivering advanced travel tech solutions to streamline booking, ticketing, and pricing.
They partner with airlines, hotels, railways, and travel agencies to deliver innovative IT solutions for the travel industry and comprehensive travel distribution services that enable seamless bundled booking experiences.
The client aimed to automate and simplify sales credit and quoting workflows to improve efficiency and reporting accuracy. The goals included:
- Enabling full visibility of information across integrated applications.
- Providing real-time data synchronization between systems.
- Automating manual sales credit processes to manage frequent product changes.
- Eliminating data shortfalls to streamline the sales credit process.
- Setting up an effective reporting process.
We streamlined the quoting process through robust Salesforce integrations and automation. The solutions included:
- Integrating Salesforce and Zuora CPQ for seamless quote creation.
- Automating the quote process by connecting Salesforce with Oracle E-Business Suite.
- Overcoming limitations of Zuora CPQ through customizations in Salesforce.
- Enabling efficient, flexible, and accurate analytics through seamless platform integration.
The transformation delivered measurable improvements in sales operations and productivity:
- 25% increase in productivity by eliminating manual processes.
- 100% tracking of the negotiation process through the integrated platform.
- 10x improvement in decision-making with accurate and real-time information.
- 5x faster product selling and forecasting enabled by automation.
- 15% improvement in RFP response time through streamlined quoting.
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