A Travel Web Portal Created On WordPress With Zoho CRM Helped In Capturing Free Quotes And Automating Lead Management

The client required a full-cycle development company that would design its website and would improve visitor engagement. After partnering with the client, we came up with two project requirements: designing and developing a travel web application and integrating it with a customer relationship management (CRM) solution. After the discovery session, we finalized WordPress as the content management system (CMS) on which we would build the travel portal. For the CMS, we finalized Zoho CRM. We chose WordPress to build the travel website only because it offers an incredible level of flexibility to add visuals and customize content.

For managing site visitors well, we zeroed in on Zoho CRM. We went ahead with this CRM solution because we wanted to maximize the value of audience engagement. By integrating this CRM into the travel portal, we helped the site visitors inquire about the cruises, packages, and flights easily and quickly. We even did Zoho CRM customization to enable the site admin to capture the travelerss quotes. To increase the returns from every Google Ads campaign the client was running, we integrated Google Click Identifier (GCLID) with the Zoho CRM using a RESTful API.

Front-End

Our WordPress developers ensured the themes to be used on the travel portal should mimic the brand of the client. Since the tour and travel operator was particular about showcasing its brand image online, selecting a prebuilt theme would not do. So, our developers had to customize a theme that would present the client's brand online well. Our team A/B tested many quote-capturing forms before finalizing the one with the potential to draw maximum quotes from the site's visitors. Some of the key highlights of the travel portal's front-end are given below.

• Created an intuitive account interface for the users to view all the key details of the trip they designed
• Streamlined how a site visitor raises a ticket and schedules a meeting with the support staff
• Empowered the visitors to personalize their travel packages by offering them a list of features and amenities they could add or remove

Backend

The backend involved integrating Zoho CRM with the travel portal. Moreover, we augmented Zoho CRM functionalities by developing and deploying a RESTful API that could capture quotes from the quote form. To improve the Return On Advertising Spend (ROAS) for the client, our team developed a RESTful API that captured the GCLID from each ad campaign running on the website. Here are some of the highlights of the backend work we did for the client.

• Integrated the client's travel portal with a leading travel insurance provider
• Centralized all the customer data with the help of Zoho CRM
• Automated lead management workflows within the CRM solution
• Ensured an email notification was sent to the client's sales team whenever the status of a lead changed

Our Development Process

As a team, we always believe that agile work methodology is rewriting the future of project delivery. That is why we have reconfirmed the tenets of agile methodology best practices while delivering this project. Some of the key highlights of the development process we followed right from the start of the project to its completion are given below.

• Understood the project scope and defined the roles and responsibilities of different stakeholders involved in the delivery life cycle
• Ensured WordPress development and Zoho CRM integration were done properly and within the defined time frame
• Tested the deliverables before sending them to the client's team for receiving final approval
• Extended post-deployment support, including admin training, to the client