Sales Cloud, Technology, Salesforce

LevelShift Boosts Customer Engagement by 40% for a Travel Solutions Client Using Salesforce

LevelShift Boosts Customer Engagement by 40% for a Travel Solutions Client Using Salesforce

About the client

A leading travel solutions provider seeking to maximize CRM efficiency and ROI.

Solution

  • Implemented Salesforce Web-to-Lead to streamline marketing lead capture.
  • Integrated Fleet Management System for efficient operations.
  • Built a Loyalty Program to enhance customer engagement.
  • Deployed Field Service Lightning (FSL) for mobile workforce management.
  • Executed Salesforce integrations to connect critical business systems.
  • Leveraged Data Analytics for actionable business insights.
  • Implemented DocuSign for digital document management and approvals.

Benefits

  • The web-to-lead feature simplifies and automates the customer lead acquisition process by 32%.
  • The loyalty program improved the repetitive engagement of the client by 40%.
  • Mobile applications developed through FSL increased staff efficiency and engagement by 27%.
  • Fleet management automation increased productivity by 45%.
  • DocuSign implementation shortened the sales cycle and accelerated lead conversion time.
  • Data Analytics provided deep insights that improve customer service and marketing.

Technology

Salesforce: Sales Cloud

Technologies: DocuSign, Apex, Flows

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