Founded 43 years ago, Copastur is a company specialized in corporate travel with a global presence and bases in São Paulo and Rio de Janeiro. Its services include management and intermediation with suppliers for the acquisition of services, tourist products and organization of corporate events. And Salesforce, the world's leading customer relationship management (CRM) platform, is helping the company gain an integrated view of its customers.
Salesforce is used in Copastur's commercial department, in all stages of operation – from prospecting and identifying leads to managing clients, passing through the control of sending proposals, agreements and contracts. The company's main problem was the need for a management system for its commercial sector that could be used on a daily basis, optimizing work processes.
“With the entry of the customer control model in ISO 9001, in which all customers are classified and obligatorily visited, we needed a system that would support this demand, and with the use of Salesforce we were able to obtain a control endorsed by the quality certifier” , explains Ricardo Szpigel, commercial manager at Copastur.
The company started using Salesforce solutions about four years ago. Before that, prospecting and capturing leads were carried out through electronic spreadsheets. Control of these operations was fragmented and there was little transparency, a situation that changed with Salesforce.
Now, Copastur can see in real time all the actions carried out for its customers, which has generated gains in productivity and information control, especially in prospecting and managing these customers. “When we analyzed our annual growth, we were able to understand all the reasons for these numbers, with an exact view of the number of new customers and closed contracts, in addition to the number of supplier agreements. Before Salesforce, it just didn't exist,” says Ricardo. “For the near future, we intend to use this technology in our events department”.
Salesforce is used in Copastur's commercial department, in all stages of operation – from prospecting and identifying leads to managing clients, passing through the control of sending proposals, agreements and contracts. The company's main problem was the need for a management system for its commercial sector that could be used on a daily basis, optimizing work processes.
“With the entry of the customer control model in ISO 9001, in which all customers are classified and obligatorily visited, we needed a system that would support this demand, and with the use of Salesforce we were able to obtain a control endorsed by the quality certifier” , explains Ricardo Szpigel, commercial manager at Copastur.
The company started using Salesforce solutions about four years ago. Before that, prospecting and capturing leads were carried out through electronic spreadsheets. Control of these operations was fragmented and there was little transparency, a situation that changed with Salesforce.
Now, Copastur can see in real time all the actions carried out for its customers, which has generated gains in productivity and information control, especially in prospecting and managing these customers. “When we analyzed our annual growth, we were able to understand all the reasons for these numbers, with an exact view of the number of new customers and closed contracts, in addition to the number of supplier agreements. Before Salesforce, it just didn't exist,” says Ricardo. “For the near future, we intend to use this technology in our events department”.
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