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

1. About the Client  

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

2. The Challenge  

The customer was looking to expand their online operations and looking for solutions to take web bookings directly into their CRM, quickly and accurately without the need for agents to load them manually. Due to limitations outside of the customer's control they could not acquire access to any suitable API that would allow them to load directly into the system.  

3. How We Helped

We proposed a 2-step solution, which involved providing an API, where the customer could submit bookings from their website, we would then develop a web automation script to load these bookings directly into the user interface of the CRM.   

4. What We Achieved Together 

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

5. What This Means Going Forward 

This benefit of this project has been 2-fold, not only are we saving agents hours per week in the time taken to load bookings into the CRM, we are also ensuring the data loaded is accurate by removing the need for agents to re-type information from one system to another.