Global Corporate Tour — CRM & Sales Transformation for Travel Business

1. Customer Business Overview

Global Corporate Tour is a fast-growing travel company specializing in corporate tours, group bike tours, and customized travel experiences. Their business relies heavily on a large, distributed sales force to convert inquiries coming from multiple digital platforms.

With 100+ sales representatives actively handling leads, speed of response, ownership clarity, and follow-up discipline were critical to revenue growth.

2. Business Challenges That Triggered the ERP Decision

As lead volume increased, Global Corporate Tour started facing challenges typical of high-growth service businesses:

• Leads were generated from Facebook, Instagram, and the website, but scattered across platforms

• No centralized system to assign, track, and monitor leads across a large sales team

• Lead ownership issues caused missed follow-ups and internal conflicts

• Managers lacked visibility into individual and team-wise performance

• Sales teams spent excessive time on manual tracking instead of selling

They realized that lead generation was no longer the problem — lead management was, which pushed them to adopt a CRM-driven ERP approach.

3. Consulting-Driven ERP Solution Implemented

Instead of a basic CRM setup, we designed a sales governance framework aligned with their team structure and growth plans.

Modules Implemented:

• CRM

• Sales

Our Unique Consulting Value:

• Auto-capture of leads from Facebook, Instagram, and website forms

• Automated lead assignment to ensure zero response delay

• Role-based access control so managers see only their team’s data

• Security groups to protect lead ownership and prevent data misuse

• Dynamic dashboards for real-time tracking of follow-ups and performance

The focus was to bring discipline, accountability, and transparency into a large sales ecosystem.

4. Measurable Business Impact Achieved

After CRM stabilization, Global Corporate Tour experienced visible performance improvements:

• 37% improvement in lead follow-up performance, reducing response delays

• 3–4 hours saved per salesperson per day by eliminating manual tracking

• Clear visibility of team-wise and individual performance through live dashboards

• Reduced lead leakage due to structured ownership and access controls

• Improved management decision-making with real-time sales data