Custom-built Dynamics 365 for Private Tour & Excursion
Microsoft Dynamics 365 Sales | SSRS Reporting | Custom Tourism Workflows
About Project
Israel Private Tour Guide (IPTG) needed a robust CRM to manage growing tour demand—from private and cruise bookings to itinerary coordination and financial tracking. Soluzione delivered a fully customized Dynamics 365 Sales platform, enhanced with SSRS dashboards and tailored workflows, ensuring automation across lead intake, opportunity management, ordering, and post-trip tasks.
- Travel & Tours
- Tel Aviv, Israel
- Lead Management, Opportunity & Booking Workflows, Reporting & Automation
- Microsoft Dynamics 365 Sales, SSRS, Custom CRM Modules
About Client
IPTG was established in 2003 by a group of elite, Ministry-certified guides. Today, they lead dozens of private tours daily across Israel—personalizing experiences for individuals, families, cruise passengers, and cultural groups. Their team, made up of deeply knowledgeable Sabra guides, offers hassle-free, immersive travel experiences enriched with historical, archaeological, and cultural expertise.
Challenges Faced by IPTG
- Inconsistent lead capture—from website, import, or manual entries.
- No automated agent distribution or assignment workflows.
- Undefined booking stages and limited visibility into guide allocation.
- No reporting on cruise package viability or payment tracking.
- Manual coordination and email chatter for tour confirmations.
Solutions Soluzione Provided
1. Lead Capture & Qualification
- Automated lead capture from website, import, or manual input.
- Round-robin agent assignment from a designated pool.
- Auto-acknowledgment emails and manual touchpoints are built into CRM.
- Disqualified leads are classified by reason and added to remarketing lists.
2. Private & Cruise Booking Workflows
- Once qualified, leads are converted into opportunities tagged with guide assignments and services.
- Opportunities are tracked with status changes, follow-up tasks, and estimated values.
- SSRS reports created for pending guide responses, follow-ups, and closures.
- Upon deal closure, orders are generated and linked to the assigned guide and services.
3. Cruise Tour Coordination
- Cruise tour bookings are tracked by package and date.
- Dynamic dashboards show the number of participants, tour confirmations, and drop-outs.
- Auto tasks are created for supplier coordination, customer reminders, and guide dispatch.
- Cancellation logic is enabled when the minimum participation isn’t reached, with automated customer notifications.
4. Financial Tracking & Post-Trip Engagement
- Commission tracking and revenue breakdowns per guide, tour type, and period.
- Reports for pending vs. received payments.
- Follow-up reminders for both customers (post-tour feedback) and guides (pre-trip updates).
- Full lifecycle view of each order with linked opportunity and lead history.
Impact Delivered by Soluzione IT Services
- A single CRM system managing all private and cruise booking lifecycles.
- 50% reduction in manual email coordination and lead routing.
- Faster decision-making with real-time dashboards on tour viability and payments.
- Improved customer engagement via structured workflows and task automation.
- Enhanced revenue and operations insight through SSRS-driven reporting modules.
Soluzione was chosen due to their considerable experience with the Microsoft Dynamics CRM system and their commitment to delivering a lean project to a tight budget.
Ilan Ziv
Owner, IPTG and Israel Cruise Excursions, Tel Aviv, Israel
180, Talmadge Road, Unit# 332, Edison (NJ) 08817 USA
Phone : +1-800-860-6531
10, Anson Road # 22-02, International Plaza 079903 SGD
Phone : +65-98-357-694
B-52, IT Park Badwai, Bhopal (MP) 462036 IND
Phone: +91-9302-980-560
