As the company’s portfolio expanded, their internal processes struggled to keep up. Tracking hotel activities, managing relationships, and compiling reports relied heavily on spreadsheets and manual effort. Monthly client reports were time-consuming to prepare, and the lack of a centralized system made collaboration difficult.

The team spent more time on administrative tasks than on growing their business or serving their clients. They needed a system that could bring all their data together, automate repetitive tasks, and provide quick access to insights without the hassle of manual work.

Redtag designed a Salesforce system tailored to the company’s specific needs, addressing their operational pain points and creating a foundation for growth.

All data related to hotels, travel agencies, advisors, and activities was consolidated into a single platform. This eliminated the need for spreadsheets and manual tracking, giving the team a reliable and accessible source of information.

Custom dashboards and reports were built to provide instant insights. A main organizational dashboard offered leadership a clear view of the business, while dynamic dashboards for sales reps allowed them to track their performance and client interactions in real time. Monthly reports, which previously took hours to compile, could now be generated in minutes.

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The system also included tools for managing marketing campaigns. Salesforce Campaigns were configured to track outreach efforts, and custom email templates were created to ensure professional and consistent communication with clients.

Security was a key focus. A permissions model was implemented to ensure that sensitive data was only accessible to authorized users, protecting the company’s information while maintaining flexibility for the team.

Legacy data was carefully migrated into Salesforce, ensuring that no valuable information was lost during the transition. The team was also provided with training and resources to ensure they could fully adopt and utilize the new system from day one.

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