How does Travel Counsellors enable business growth with Dynamics 365 in the cloud?

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Travel Counsellors Ltd is an independent travel company operating in seven countries around the world, with headquarters in Manchester.

The organisation knew that it had to re-engineer their business processes to improve growth and customer service in both the B2B and B2C markets. They decided it was time to move away from an on-premises Dynamics 365 solution and take a leap into the cloud.

Travel Counsellors were one of the first UK customers to go through the new Microsoft Fast Track On-Prem Upgrade Program, specially designed to smoothly and efficiently upgrade customers to the cloud. By moving to the cloud, Travel Counsellors were able to increase lead handling and responsiveness, improve forecasting accuracy all while maximising time spent with customers. Let’s take a look at some more benefits…

Mobile technology leads to greater agility

One of the immediate benefits of the move to the cloud has been the access to the mobile technology. Enabling the Microsoft 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.

Waseem Haq, Digital Strategy and Innovation Director at Travel Counsellors said: “We have seen immediate benefit from using the Microsoft Dynamics 365 mobile app, which was not available in the on-premises version. We are able to get insights quicker now and pivot and make business changes.”

The IT department at Travel Counsellors has also seen benefits from moving to cloud-based Microsoft Dynamics. Rob Snelson, CTO, explains that “it has freed up resources from improving and supporting the on-premises version and allowed my team re-focus on other projects”.

Cloud-based CRM as a growth enabler

We worked closely with Travel Counsellors to create a digital roadmap to Dynamics 365, which focuses 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.

Not only that, integrating Dynamics 365 with Power BI is also enabling the organisation to produce data insights, visualised in a score card, to start making smarter business decisions.

Nick Latocha, Head of Data and Insight at Travel Counsellors said: “The business can now make decisions based on factual data. We can now make faster decisions and understand the impact and ROI. We couldn’t have done that without moving to the cloud.”

He adds: “The upgrade has been a growth enabler and our migration to CRM in the cloud is giving us the right foundations to unlock the value-add features that Azure offers businesses. Whether it’s LinkedIn integration or AI, the cloud allows more rapid deployment of these capabilities through test, learn and optimise.”

Learn more about how we can help enable your business growth with Microsoft Dynamics 365 here.