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Visibility into Customer Journey
Increase in Productivity
Call Drop-Offs
With over 600 properties spread across 100+ cities, Treebo Hotels is one of the leading budget hotel chains in India. Since its inception in 2015, the company has experienced rapid growth, catering to both business and leisure travelers with affordable yet high-quality accommodations.
Treebo hotels operates on a franchise model where they partner with budget hotels across cities. For this they have a field sales team which works on onboarding these hotels. They also have a customer success team which works with the field team to close deals. The customer success team also looks at these hotels’ performance post onboarding.
Additionally, they have a dedicated customer support team available to assist travelers with their queries and hotel reservations.
Initially they used multiple tools including Salesforce, but the perspective they wanted to bring in was not possible with Salesforce. The following were some of the challenges they faced before implementing LeadSquared and Ozontel.
When the field sales team conducted on-site visits, customer data was initially recorded manually in notebooks. However, during the subsequent transition to digital tools, critical information often got lost or was inaccurately captured, leading to significant data gaps and challenges in maintaining data integrity.
Treebo’s lead generation efforts involved both a dedicated lead generation team and a field sales team that acquired leads on the go. However, the lack of a centralized system for capturing and consolidating these leads resulted in significant delays in the sales process, hindering the efficiency and effectiveness of the sales pipeline.
Previously, vendor onboarding relied mostly on manual Excel sheet management, limiting visibility into vendor performance. The absence of data-driven insights hindered informed decision-making, making it challenging to optimize vendor relationships.
One of the key advantages Treebo appreciates about LeadSquared is its customizability. The platform allows them to tailor solutions to their specific needs, and any unique requirement or perspectives not already available can be seamlessly developed within the LeadSquared environment.
Treebo relies on LeadSquared to manage its entire B2B sales process, from initial contact to closing the deal. With over 200 users, it is the central hub of its B2B operations. The integration with Ozontel streamlines call management by allowing agents to make and receive calls directly within LeadSquared, while automatically recording conversations for later analysis.
This unified approach provides Treebo with complete visibility into the customer journey, enabling them to understand how leads are generated, nurtured, and converted into customers. By analyzing call data and performance metrics, Treebo can identify opportunities for improvement and optimize their sales strategy.
Field sales is tough. Treebo knew this and made it a mission to simplify the lives of their field team. This is where LeadSquared’s mobile application comes in. Now, salespeople can effortlessly capture meeting notes while on the go. Whether they’re walking, commuting, or climbing stairs. Every lead, every conversation gets documented in real-time.
New leads generated by the field team are automatically synced to LeadSquared, providing the central team with a clear view of the sales pipeline. With this data, the central team can offer targeted guidance to field reps, optimizing sales strategies and boosting conversions.
Onboarding new accounts is a complex process. It involves data entry, KYC verification, and more. LeadSquared’s mobile app streamlined this with dynamic forms, capturing intricate details effortlessly. Now, the team can effortlessly capture complex account information while maintaining a user-friendly experience. The app also offers real-time visibility into account details for efficient management.
Calling is a cornerstone of Treebo’s sales and customer support initiatives. Since day one, Ozontel has been their trusted partner for all call-related operations. Both customer-facing and B2B sales teams relied heavily on Ozontel. However, juggling multiple platforms was a constant challenge.
LeadSquared transformed their workflow by seamlessly integrating with Ozontel. Now, agents can effortlessly manage calls and customer interactions without switching tabs. This streamlined approach has significantly boosted efficiency and productivity.
One of the things they love the most about Ozontel is their customer service. Their customer support team was always a call away for them.
Treebo is committed towards identifying opportunities and continuous improvement. With Ozontel’s robust reporting, they gained complete visibility into team performance and overall business health. This actionable intelligence empowered them to significantly reduce drop-offs.
To further optimize their sales process, Treebo leverages LeadSquared’s automation to proactively identify and address underperforming accounts. By automating follow-up actions, sales teams can quickly pinpoint issues and take corrective measures.
The partnership between Leadsquared and Ozontel has significantly streamlined Treebo’s operations, both on and off field. Be it calling, on-field operations or customer success, they are playing a critical role on their way to growth and profitability.
If you are a multi-chain hospitality company looking to efficiently manage leads and seamless on-field operations while providing exceptional customer service, LeadSquared and Ozontel are your answer. Try it out now!
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