Roomex makes Workforce Travel easier with Salesforce

Roomex got Sales Cloud up and running in July 2018. Automated lead assignment rules ensure that once a new lead enters the pipeline it’s triaged and assigned to the correct salesperson, reducing the time to contact and increasing conversion. “We’ve quadrupled the number of leads each month to 500, and reduced work on qualification from two hours a day to 10 minutes,” said Plunkett.

The sales team can now easily progress from nurturing a prospect to scheduling a demo to converting an opportunity. And they can do it a lot faster. By integrating Sales Cloud with DocuSign, new contracts are now usually signed in 90 minutes - a huge reduction in time and effort for both Roomex and its customers, with the speediest signing ever recorded by the team, a record-breaking 55 seconds! The platform’s Lightning Flows in app step-by-step guides help to automate different approvals during the sales and customer onboarding cycle.

And a faster sales cycle means a faster time to value for the customer. As Plunkett explained: “The quicker a new customer can get booking and start to see analytics on their platform about how they’ve saved, the better.” 

Streamlined processes are increasingly important as Roomex now operates with multiple sales partners across different counties, who also help to capture, segment, and process leads. “With Salesforce, we are more in tune with where new leads come from and what kind of companies they are, which helps us direct them to the right person,” added Plunkett.

Smarter sales processes have helped push bookings up 50% year-on-year, which means Roomex’s acquisition revenue in 2018/2019 will grow by over 100%. And this is translating into profits. “With Salesforce, we now know which lead source, company size and industry vertical delivers companies who booked frequently, which helps our marketing team prioritise future campaigns,” said Plunkett. 

As the vast majority of hotel bookings are made within a couple of days of the check-in date, it’s vital to speedily resolve any customer queries or issues around payments. As resolution is so time-critical, cancellations or amendments are prioritised. With Service Cloud, 90% of these types of queries are resolved on the same day within an average of four hours. “Cases used to just sit in a queue with the oldest one at the top,” said Plunkett. “With Service Cloud, we can not only prioritise cases based on key indicators but also track ticket volume, types of queries, and the effort required to resolve them. It has given us the insight to make improvements to some of our own internal processes.“

To help it cope with increased case volumes as its customer base grows, Roomex has deployed a computer telephony solution from NewVoiceMedia, integrating with the platform seamlessly via the Salesforce AppExchange. As well as making it easier to identify callers, the solution provides a window into customer behaviours, as it has uncovered details such as who is calling most frequently. “We can see who contacts us and why, which helps us build a better picture of individual customer journeys as well as overall customer needs,” added Plunkett.