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TravelBank

Integrating Salesforce with Qwilr for efficient document generation

The challenge

As a travel and expense software solution, Travelbank manages a complex set of product and pricing data, which changes substantially every couple of months. Prior to adopting Qwilr, these rapid changes created a challenge for maintaining up-to-date marketing, sales and transactional documents. Old pricing, product details and imagery often featured in their content and buyer contracts, which were created using Microsoft Word and Powerpoint, organized in a Google Drive. In a separate system, Travelbank operated their full customer, product and pricing database in Salesforce.

"We needed a system that would allow us to seamlessly update all our content, straight from our Salesforce CRM, eliminating errors and version control issues,"

- Connor Lawrence, Director of Revenue Operations at TravelBank

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Solving for content and contract management

Travelbank initially looked to integrate 2 separate software solutions with Salesforce - one for content management and another for contract management. On the content management side, document design shortcuts, brand consistency and version control were priorities, in order to support a stretched marketing team. For contract management, it was critical that the new solution would deliver a friction-free experience for their buyers.

Their search ended with a single solution - Qwilr - which met their requirements for both content and contract management. "Qwilr represented a smart document system which would deliver high quality and high efficiency, working seamlessly with our CRM."

The solution

Travelbank adopted Qwilr as the system for a range of documents, including leave-behinds, customer reports, presentations, sales proposals, and contracts.

The choice to go with Qwilr represented an 87% saving in software cost expenditure, compared to $40,000 - $50,000 quoted cost to invest in separate content and contract management solutions.

Travelbank has also cut down the time to generate documents by 30%, by building a library of re-usable, on-brand templates in Qwilr. Latest product, pricing and customer data is automatically pulled from Salesforce into these documents, eliminating errors and version control issues. It's a document system that can support the rapid changes they have as a travel business.

"The ultimate proof that we'd invested in the right solution was mid-COVID. Our business model was overhauled and in 2 weeks, every single document had to reflect new pricing, products and imagery. We achieved it, but only because our whole document system was run on Qwilr."

See how TravelBank is using Qwilr

Sales leave-behind

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Buyer's Guide

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Case study

See the full page here

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