Sailing school · Salesforce
LTD Sailing
- Increased Sales
- Overhauled Operational Efficiency
- Improved Customer Experiences
- Automated Lead and Opportunity Management
Travel CRM
Salesforce for Travel, Tourism & Mobility
Capture every enquiry, follow up fast and see bookings coming, with customer history that makes every guest feel known. LTD Sailing increased sales with Salesforce automation from Brazen Group.
- AppExchange rating
- 5.0
- AppExchange rating
- Salesforce certifications
- 100+
- Salesforce certifications
- as a Salesforce Partner
- 10 Years
- as a Salesforce Partner
Why Travel Companies Choose Salesforce with Brazen Group
No enquiry left behind
Leads from every channel assigned and followed up automatically.
Guests who feel known
Booking and customer history in one place for personal service.
AI with guardrails
Agentforce and Claude on your Salesforce data, scoped in a fixed-price Claudeforce Assessment.
A 5.0-rated Salesforce partner
100+ Salesforce certifications and 10 years as a Salesforce Partner, rated 5.0 on AppExchange.
Enquiries and bookings
Capture enquiries from web, email and social, assign them instantly and track every booking.
Read the LTD Sailing case studyCapabilities
- Enquiries captured from web forms, email and social
- Automatic assignment and follow-up tasks
- Bookings and payments tracked on each opportunity
- Automated lead and opportunity management, as for LTD Sailing
Controls
- Every enquiry assigned to an owner
- Follow-up reminders before leads go cold
Guests, students and customer history
Keep every guest’s history in one place, so offers and service feel personal.
Talk to us about customer experienceCapabilities
- Customer and student records with past bookings
- Preferences and notes on each record
- Segments for offers and campaigns
- Feedback linked to each booking
Controls
- Consent and communication preferences on each record
- Duplicate checks on new customers
Pipeline and performance
See enquiries, bookings and revenue at a glance, and decide with data.
See Salesforce RevOps automationCapabilities
- Dashboards on enquiries, conversion and revenue
- Custom reports by season, product and channel
- Forecasts for upcoming bookings
- Performance by team member
Controls
- Stages and definitions set once
- Field history on amounts and dates
AI and innovation for travel companies
Answer guests faster, day or night.
See the Claudeforce AssessmentCapabilities
- Agentforce agents that answer common booking questions around the clock
- Claude drafts personalized replies and itineraries for your team to review
- Ask for bookings, conversion or revenue in plain language
Controls
- A person reviews anything AI drafts before it goes out
- Built on your existing Salesforce permissions
Implementation and long-term support
Start with the processes that matter most and grow from there. We plan the rollout with you, migrate and connect your data, train your team and stay on for support, as we have for Sologistics.
See Salesforce implementation servicesCapabilities
- Discovery workshops that map your real processes
- Configuration first, custom development only where it pays off
- Data migration and integration through APIs or Jitterbit
- Training, adoption support and ongoing optimization
Controls
- Sandboxes and testing before anything reaches production
- Admin training and documentation at hand-over
The Salesforce Tools Travel Companies Use
One customer record, shared by your teams and the portals your customers use.
- Sales Cloud
- Service Cloud
- Marketing Cloud
- Experience Cloud
- Flow
- Agentforce
Connected with
Odoo
Connect Salesforce to Odoo when the ERP runs there, so teams see orders, stock and invoices.
Claude
Ask your Salesforce data questions in plain language, with Claude connected to your org.
Your systems
Connect Salesforce to the systems you already run, through APIs or Jitterbit.
Salesforce Projects We’ve Delivered
Real client work, with the results each case study reports.
See Salesforce Working for Your Team
Tell us how enquiries come in and bookings are managed today. We’ll show you how it would work in Salesforce, and what it takes to get there.
- A walkthrough built around your programs, customers and processes
- An honest view of scope, phases and timeline
- Answers from certified Salesforce consultants
Talk to a Brazen Group expert
Share your details and we'll get back to you about your Salesforce, AI, or ERP goals.
Salesforce for Travel FAQ
What did Brazen Group deliver for LTD Sailing?
Salesforce automation for leads and opportunities, better visibility into customer and student data and custom reports, which the case study credits with increased sales and better customer experiences.
Is Salesforce too big for a travel business?
Not necessarily. LTD Sailing, a sailing school, uses Salesforce for sales automation; the right setup depends on how many people sell and how complex bookings are.
Can Salesforce answer guests after hours?
Yes. Agentforce agents can answer common questions on your website at any hour and hand complex requests to your team, within rules you set.
Where does AI fit for travel companies?
Agentforce agents can answer routine questions and route work inside Salesforce, and Claude can summarize records and draft replies over your Salesforce data, with a person reviewing before anything goes out. Our fixed-price Claudeforce Assessment shows where it would help your team first.
How long does a Salesforce implementation take?
It depends on how many teams, processes and integrations are in scope and how much data you are moving. We agree the scope and timeline with you after a short discovery, and many travel companies start with one team or program and expand in phases.
