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Fully Automated CRM Loading for More Than 1,000 Web Bookings

1,000+
bookings loaded in January peak
Accuracy
improved booking data
Hours
saved for agents weekly

About the Client

We worked with a leading UK-based cruise retailer, offering uniquely customisable cruise holidays to a range of destinations all over the world.

The Challenge

The customer was looking to expand their online operations and wanted a way to take web bookings directly into their CRM, quickly and accurately, without agents needing to load them manually. Due to limitations outside of the customer’s control, they couldn’t get access to any suitable API that would allow them to load directly into the system.

How We Helped

We proposed a two-step solution. First, we provided an API the customer could submit bookings to from their website. Then we developed a web automation script to load those bookings directly into the CRM’s user interface.

What We Achieved Together

In just a few months we were able to provide a robust and accurate solution, and bookings are now loaded directly from website to CRM without agent intervention, freeing up agents’ time.

What This Means Going Forward

The benefit of this project has been twofold. Not only are we saving agents hours every week on loading bookings into the CRM, we’re also making sure the data is accurate by removing the need for agents to re-type information from one system to another.

Team discussing ideas around a white table with laptops
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