Enabling growth & transformation customer service at Travel Counsellors

Travel Counsellors Ltd is an independent travel company operating in seven countries around the world, with headquarters in Manchester. The organisation wanted to move from on-premises Microsoft Dynamics to a cloud-based solution. It hoped the move would help it to re-engineer its business processes to better serve the business growth and service customers in the B2B and B2C markets.

One of the immediate benefits of the move to the cloud has been the access to the mobile technology. Enabling the Outlook CRM App saves Travel Counsellors from copying and pasting every interaction they have. Information is now shared and available instantly on any device and data can be analysed far more quickly.

ANS has worked with Travel Counsellors to create a 2019 Roadmap to Dynamics 365, which will focus on areas including: LinkedIn Sales Navigator; Event Management; Machine Learning and AI to help identify warm leads/opportunities; and Voice of the Customer for insights through the recruitment process. The organisation is also producing data insights from CRM and has created a scorecard to start tracking where it is winning and losing. This is visible in Microsoft Dynamics 365 via a PowerBI report.