Viamonde were looking for a new system that would consolidate their data and make it easier to manage. ‘Each year, we operate approximately 50 trips’, says Robert Perris, Director, ‘information for these was in many different places and formats – Word documents, Excel spreadsheets and a CRM database’.
The database had to provide quick and easy access to the information, allowing the management team to see important operational data at any time so they could be better prepared for upcoming trips. Robert says ‘we wanted the database to help us manage staff recruitment by defining staff requirements for every trip. We wanted the database to display, filter and sort the information enabling us to see overall requirements easily’.
Robert was also keen that the solution managed the process from beginning to end. ‘We wanted a system where we could create a trip from the moment an offer is made to a client and then use the database to add information before, during and after the trip’.
Finally, Robert wanted to give their customers access to parts of the system so that they could review and submit information relating to their trip in a more efficient manner, rather than the current system of e-mailing Excel files.