Sales Reporting Software
 P R O B L E M
• No real tool for the Sales Teams on the field of this leading vacation company • A CD was mailed to them every week by the Sales Analyst so they could monitor their territory’s sales performance  Role of Project Manager
• Gathering, documenting and validation of business requirements • Coordination between Sales and IT teams • Customization of the application • Creation of training documents and training delivery to end-users • Ongoing functional support after launch
"Being surrounded by so much competition in the Travel Industry it was instrumental to have one central tool where the Sales Force could not only track their Sales and see who were their top producer but also a place where they could log all their Sales Calls, track their Co-Ops advertisements, trainings etc a one stop shop. Christel’s dedication and passion for what she does made this project be one of the most successful projects rolled-out in the North -American zone which was later on launch worldwide. Project was delivered on time & on budget which is very rare in our days. Merci encore Christel."
Elisa Malebranche - Sr. Financial Analyst - Celebrity Cruises |
S o l u t i o n
• A two-fold software application was developed in-house, presenting for each travel agent in the territory both: 1) their sales figures broken down by the various channels and seasons of sales 2) the different types of contact (sales call, training, trade show, etc.) the sales manager has had with them. • Each District Sales Manager had to synchronize with the server: 1) every week to get the latest figures 2) at any time to share/receive information on their sales calls • Each level in the sales organization (VP of Sales, Director East Coast, Director West Coast, Inside Sales Dept, etc.) could access the application and get a consolidated view of their territory R E S U L T S
 The Sales teams came to their sales calls better prepared
They knew in advance what type of packages, destinations, etc. the travel agent sold
The follow-up on their sales calls afterwards was also made easier
The Sales Top Management team was also able to get a clear, big picture of the different territories’ performances
Initially designed for the U.S., this application was eventually adopted in Canada, Mexico, five European countries, Australia and Brazil.
 T I M E L I N E: 6 Months
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