Development
Cruise About
Cruiseabout needed a real-time internal tool for managing cruise sales — one that supported both agents and branch managers.
Year :
2021
Industry :
Travel
Client :
CruiseAbout
Project Duration :
6 weeks
Problem :
Cruiseabout, a nationwide travel agency, needed a way to better manage their customer lead and sales lifecycles while giving both agents and managers actionable insights into pipelines and branch performance. Their existing process relied on website enquiry forms with leads being manually allocated to agents — a slow and error-prone system that limited visibility and wasted time.
Solution :
To address these issues, I helped build a custom Lead Management System that streamlined lead allocation and tracking.
From a technical perspective, the stack included a React front end with Redux for state management, connected to Google Cloud services for backend functionality. When a customer submitted a lead, it was processed through a Firestore endpoint that automatically assigned it to an agent. Agents then saw their assigned leads in an inbox view and could work through each stage of the sales lifecycle, recording interactions in context to maintain a structured, organized workflow.
I also added a reporting layer that transformed interaction data into actionable insights. Agents and managers could generate configurable charts using a dashboard built with the D3 charting library.
Leveraging Firestore subscriptions, all updates were reflected live in the app, ensuring that both agents and managers always had the most current information without needing to refresh the browser.
Challange:
Technically, the project was straightforward, which let me focus on building a clean, maintainable, and effective solution that met Cruiseabout’s needs.
Summary :
The new Lead Management System removed the inefficiencies of manual lead allocation and gave agents a structured workflow to manage their sales pipeline effectively. Managers gained real-time visibility into agent and branch performance, enabling more informed decision-making.
More Projects
Development
Cruise About
Cruiseabout needed a real-time internal tool for managing cruise sales — one that supported both agents and branch managers.
Year :
2021
Industry :
Travel
Client :
CruiseAbout
Project Duration :
6 weeks
Problem :
Cruiseabout, a nationwide travel agency, needed a way to better manage their customer lead and sales lifecycles while giving both agents and managers actionable insights into pipelines and branch performance. Their existing process relied on website enquiry forms with leads being manually allocated to agents — a slow and error-prone system that limited visibility and wasted time.
Solution :
To address these issues, I helped build a custom Lead Management System that streamlined lead allocation and tracking.
From a technical perspective, the stack included a React front end with Redux for state management, connected to Google Cloud services for backend functionality. When a customer submitted a lead, it was processed through a Firestore endpoint that automatically assigned it to an agent. Agents then saw their assigned leads in an inbox view and could work through each stage of the sales lifecycle, recording interactions in context to maintain a structured, organized workflow.
I also added a reporting layer that transformed interaction data into actionable insights. Agents and managers could generate configurable charts using a dashboard built with the D3 charting library.
Leveraging Firestore subscriptions, all updates were reflected live in the app, ensuring that both agents and managers always had the most current information without needing to refresh the browser.
Challange:
Technically, the project was straightforward, which let me focus on building a clean, maintainable, and effective solution that met Cruiseabout’s needs.
Summary :
The new Lead Management System removed the inefficiencies of manual lead allocation and gave agents a structured workflow to manage their sales pipeline effectively. Managers gained real-time visibility into agent and branch performance, enabling more informed decision-making.
More Projects
Development
Cruise About
Cruiseabout needed a real-time internal tool for managing cruise sales — one that supported both agents and branch managers.
Year :
2021
Industry :
Travel
Client :
CruiseAbout
Project Duration :
6 weeks
Problem :
Cruiseabout, a nationwide travel agency, needed a way to better manage their customer lead and sales lifecycles while giving both agents and managers actionable insights into pipelines and branch performance. Their existing process relied on website enquiry forms with leads being manually allocated to agents — a slow and error-prone system that limited visibility and wasted time.
Solution :
To address these issues, I helped build a custom Lead Management System that streamlined lead allocation and tracking.
From a technical perspective, the stack included a React front end with Redux for state management, connected to Google Cloud services for backend functionality. When a customer submitted a lead, it was processed through a Firestore endpoint that automatically assigned it to an agent. Agents then saw their assigned leads in an inbox view and could work through each stage of the sales lifecycle, recording interactions in context to maintain a structured, organized workflow.
I also added a reporting layer that transformed interaction data into actionable insights. Agents and managers could generate configurable charts using a dashboard built with the D3 charting library.
Leveraging Firestore subscriptions, all updates were reflected live in the app, ensuring that both agents and managers always had the most current information without needing to refresh the browser.
Challange:
Technically, the project was straightforward, which let me focus on building a clean, maintainable, and effective solution that met Cruiseabout’s needs.
Summary :
The new Lead Management System removed the inefficiencies of manual lead allocation and gave agents a structured workflow to manage their sales pipeline effectively. Managers gained real-time visibility into agent and branch performance, enabling more informed decision-making.