Modernizing a Global Travel Agency’s Sales Function with Azure

About Client:

Our client is a leading global online travel agency (OTA), offering flights, hotels, car rentals, and vacation packages to millions of travelers worldwide. 

Background:

For more than a decade, the client relied on a heavily customized, on-premise CRM system to manage its operations. Over time, the system had become rigid and complex, creating more challenges than it solved. With core business functions such as ERP, Finance, HCM, and Operations, sitting in disconnected systems, the organization struggled with fragmented data and manual workflows.

Client needed a modern, cloud-based solution that could bring its systems together, improve sales efficiency, and enable innovation to replace the legacy CRM.

Challenge:

The outdated IT landscape created several pain points:

  • Disconnected Data: Sales teams had no real-time visibility into customer payment status, booking history, or open support tickets. Information lived in silos across systems.
  • Manual Sales Processes: Agents spent hours switching between applications, updating records, and sending follow-ups instead of selling.
  • Poor User Experience: The old CRM was clunky, outdated, and not mobile-friendly. This led to low adoption rates among the sales team.
  • Lack of Scalability: The rigid on-premise setup couldn’t handle seasonal spikes in demand or adopt new tools such as AI-driven analytics or chatbots.

Solution

The client partnered with us to lead a digital transformation initiative, centered on Microsoft Dynamics 365 and Azure. Key steps included:

  • Migrating to Dynamics 365 Sales and Customer Service:
    A modern cloud-based platform replaced the legacy CRM, providing end-to-end visibility across the customer journey, from lead generation to post-travel support.
  • Integrating with Core Systems through Azure:
    Using Azure Logic Apps and Service Bus to build a robust integration layer that connected D365 with ERP, Finance, HCM, and Operations.
  • Automating Sales Processes:
    Deep integration with Outlook and Teams allowed agents to manage communications, meetings, and customer histories seamlessly. Automated workflows using Power Automate sent booking confirmations, payment reminders, and follow-up surveys.
  • Modernizing the User Experience:
    The new Dynamics 365 interface was redesigned for simplicity and mobility. Agents could now access data on desktops, tablets, or smartphones, whether in the office or on the go.
  • Enabling Scalability and Security with Azure:
    Built on Azure, the platform scales easily for seasonal surges and has the security and flexibility to adopt innovations like AI-powered insights and personalized marketing.

Outcome

  • Sales teams boosted productivity by 30% as automation and a unified customer view reduced administrative tasks.
  • Agents accessed travelers’ full booking and service history instantly, enabling faster, personalized support.
  • Real-time data synchronization eliminated silos, cut errors, and reduced operating costs.
  • The agile platform unlocked AI-driven insights, predictive analytics, and targeted marketing campaigns.
  • A modern, mobile-friendly design improved usability, adoption, and onboarding for new hires.

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