Project Name
How a Leading Travel Company Elevated Sales Performance with RollUp Magic
A growing travel and tourism company offering customized vacation packages across international destinations leveraged Salesforce for travel industry operations, including managing leads, bookings, agent commissions, and customer feedback. However, as the business scaled, the teams struggled to gain real-time insights into package performance and agent contributions.
The company sought a no-code Salesforce automation solution to roll up booking data, customer ratings, and commission figures without extensive development. That’s when RollUp Magic, the ultimate Salesforce rollup summary tool, transformed their operations.
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Scattered Data Across Objects
Information was siloed across multiple custom Salesforce objects—bookings, destinations, and customer reviews—complicating overall performance analysis. -
Limited Insight into Package Popularity
Leaders couldn’t easily track bookings or revenue generated by each travel package without running complex reports. -
Manual Commission Tracking
Sales commissions were calculated manually in spreadsheets, leading to frequent errors and delayed payouts. -
Operational Bottlenecks
Operations lacked clear visibility into trending destinations and pending packages, causing inefficiencies.
By deploying RollUp Magic, the company implemented powerful, automated Salesforce data rollups to simplify and accelerate insights across departments:
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Destination-Level Rollups
Summarized total bookings, average customer ratings, and destination-wise revenue to support strategic marketing and partnership decisions. -
Package Performance Rollups
Enabled granular visibility into bookings, revenue, and cancellation rates per travel package—highlighting both star performers and underachievers. -
Sales Agent Metrics
Automated commission calculations and tracked closed bookings per agent, displaying KPIs directly on user profiles for real-time performance management.
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30% Increase in Visibility
Executives and managers gained instant access to top-selling packages, high-performing agents, and trending destinations. -
Error-Free Commissions
Eliminated spreadsheet errors and saved over 15 hours/month through automated rollups using a rollup summary Salesforce app. -
Faster Strategic Decisions
Real-time data enabled the team to run focused campaigns and make informed decisions on package modifications. -
Smarter Agent Management
Enabled leadership to reward star performers and identify agents needing additional training.
With RollUp Magic, the company seamlessly turned scattered data into strategic insights—without writing a single line of code. This Salesforce reporting automation tool empowered them to scale operations, enhance performance visibility, and boost decision-making speed.
Whether it’s bookings, commissions, or customer sentiment, RollUp Magic converted raw Salesforce data into business intelligence. It’s the go-to solution for companies in the Salesforce for travel industry looking for no-code Salesforce automation and effortless data management.
Gain Real-Time Insights into Your Salesforce Data with RollUp Magic!
