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Salesforce for travel
We set up Salesforce for travel agencies, tour operators, DMCs and travel management companies, so sales and service teams see each traveller, enquiry, quote and booking in one place, connected to the booking systems you already run.
In travel, the booking system manages inventory, prices and tickets. Salesforce manages the relationship: who the traveller is, what they asked for, what they were quoted, what they booked and how every conversation went. Connecting the two gives sales and service teams the full picture without re-keying data.
Preferences, past trips, documents and communication history on one record, for individuals, families and corporate accounts.
Web, phone, WhatsApp and email enquiries captured, assigned and tracked through quote, follow-up and booking.
Booking summaries synced from your booking platform so agents see status, itinerary and payments.
Cases for amendments, refunds, disruptions and complaints, with queues and response targets.
Segments by destination, season and trip type for campaigns and post-trip follow-up.
Experience Cloud portals where partner agents or corporate clients raise requests and view their bookings.
We decide early which system owns which data, so records stay consistent:
Leads, opportunities and quotes for enquiries, groups and corporate deals.
Cases, omni-channel routing and knowledge for travel support teams.
Marketing Cloud or Account Engagement for journeys and campaigns.
Portals for partner agents, corporate travel bookers or travellers.
Assisted replies and case summaries once data and processes are in good shape.
Step 1
Map your sales and service journeys, booking systems and data owners.
Step 2
Agree the data model for travellers, trips and bookings, and the integration approach.
Step 3
Configure Salesforce and build integrations in short iterations with your team.
Step 4
Migrate data, train users team by team and support the first weeks live.
Typically to manage enquiries and quotes, keep a full history for each traveller, handle service cases during trips and run follow-up marketing, with bookings synced from the reservation system.
Usually not. Booking engines handle inventory, pricing and ticketing. Salesforce works alongside them and holds the customer relationship.
Yes. We connect Salesforce to booking engines, portals and mid-office systems through their APIs or through middleware. GDS data normally reaches Salesforce via your booking platform rather than directly.
Not necessarily. Many travel businesses use standard Sales and Service Cloud with a data model designed for trips and bookings. We compare options with you during discovery.
Share your goals and current setup. We will come back with questions, a suggested approach and the next steps.
Contact Raushang4 Technology