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Tasmania.com stopped writing quotes by hand and lifted conversion 35%
Package enquiries used to mean hours of hand-written replies and invoices typed into Xero. Now the website, Zoho CRM and Xero run as one flow: itineraries go out automatically, invoices create themselves and payments update the CRM the moment they land.
Tasmania.com · Travel & Tourism
15+ h
saved per week on quotes and invoices
+35%
enquiry-to-booking conversion
80%
less time spent tracking payments
ClientTasmania.com
IndustryTravel & Tourism
Team size25 people
ProjectCRM implementation and booking automation
TechnologiesZoho CRM · Zoho Forms · Xero · WordPress · Zoho Deluge
01 · The problem
Where it hurt
Tasmania.com sells tour packages across Tasmania. The team needed one integrated flow that automated quote generation, streamlined booking confirmations and kept the website, the CRM and the accounting system in step, after a previous consultancy had spent a year and $50,000 trying and failed.
01
Manual quote generation
Reps spent hours hand-writing a response to every enquiry, the biggest bottleneck in the sales process.
02
Disconnected systems
The WordPress site worked in isolation from the financial systems, so data was re-entered by hand.
03
No invoice automation
Every invoice was created manually in Xero with no link to the customer record.
04
Poor payment tracking
Staff checked Xero by hand to see who had paid, causing delays and the occasional miss.
05
Unstructured data
Critical business information sat in spreadsheets with no structure to use for sales or marketing.
06
No follow-up process
Leads were chased by memory, so opportunities slipped and conversion suffered.
02 · 04 · What's in the full study
01
The system diagram
5 components and how the data moves between them
02
Automated package enquiry responses
Dynamic email automation · Interactive responses · Pre-filled forms
03
WordPress, Zoho CRM and Xero as one flow
WordPress to Zoho · Opportunity creation · Xero integration · Real-time payment updates
04
A proper data model
Data migration · Relationship modelling · Car-hire pricing logic
05
Lead management and follow-up
Systematic follow-up · Multi-stage nudges · Team notifications
06
Reporting
Revenue tracking · Lead analytics · Rep performance · Financial integration
07
Vendor management
Automated notifications · Central vendor database · Order tracking
08
What changed
7 outcomes after go-live, with the numbers behind them
IN THE STACK
W
W“Encloud were great to work with. They delivered our Zoho CRM automation project on time and budget and to a high quality. Recommended.”
T
T.
Tasmania.com
