Leading Travel Agency – Salesforce

India's Leading Travel Agency, Specializing in Custom Tour Packages


Project Overview

The company is a leading travel agency in India that provides customized tour packages to travelers from around the world.

The company has a large team of travel experts and offers a range of services including flight bookings, hotel reservations, and transportation arrangements.


  • The company was facing challenges in managing their sales process effectively.
  • They were using spreadsheets to keep track of their sales leads, which resulted in data inconsistencies and inaccuracies.
  • They lacked visibility into their sales pipeline, making it difficult to forecast revenue and plan resources.
  • The company also needed a way to streamline their sales process and improve collaboration between teams.


  • TIS team recommended implementing Salesforce Sales Cloud to address the company’s challenges.
  • They configured the platform to meet the specific needs of the company, including custom fields and workflows.
  • TIS team provided training to the company’s staff to ensure they were equipped to use the new system effectively.
  • They also integrated Salesforce Sales Cloud with the company’s other systems to provide a unified view of customer data.


  • The company now has a centralized system for managing their sales process, providing greater visibility into their pipeline and allowing them to forecast revenue more accurately.
  • The company has seen a significant increase in productivity, with staff spending less time on administrative tasks and more time on selling.
  • Collaboration between teams has improved, resulting in a smoother sales process and better customer service.
  • The company has also been able to make data-driven decisions, leading to increased revenue and improved business outcomes.