IMPACT CONSULTANTS case study - Digitrips

Digitrips : Making data reliable and putting the CRM back to work for sales

DATA MANAGEMENT · TRAVEL TECH · COMMERCIAL

Context

Digitrips - a French TravelTech group - faced a structural commercial-performance challenge: making customer and sales data reliable, simplifying the teams’ use of the CRM and creating the conditions for more effective steering. The existing environment relied on a multiplicity of tools and sources, generating duplicates, poor readability, consolidation difficulties and only partial trust in reporting. CRM usage also remained incomplete, with little integration of prospecting and sales steering.

Our response

• IMPACT CONSULTANTS has been supporting Digitrips for several months on an interim Sales Operations assignment.
• A diagnostic of CRM usage, data flows, day-to-day friction points and data-entry processes
• The definition of a more actionable target CRM structure
• Adjusting the CRM: fields, pipelines, workflows, views, alerts
• Structuring the import of multiple data sources
• Formalising processes and training the teams

Results

• A clarified CRM, better aligned with commercial needs
• Better-structured data and the first reliability workstreams delivered
• Consolidated imports enriching the customer and commercial view
• Easier commercial steering thanks to higher information quality
• A Sales Operations assignment embedded to steer CRM and data topics sustainably