01 / Aviation · Salesforce
Aviation Sales CRM
Connecting an enquiry to flight operations.
Ownership: This is a Jetex system. This page describes my Salesforce and integration experience. The system is unavailable for sale or licensing through this portfolio.
The challenge
Bring enquiries from the website and call centre into a common sales workflow, from lead creation through trip confirmation.
My contribution
I worked on Salesforce CRM design and enterprise integration. The workflow brings lead and opportunity management, multi-sector quotes and digital agreements together before handing confirmed trips to flight operations.
- Website and call centre
- Salesforce CRM
- Quote and agreement
- Flight operations
In production
Sales and operations can work through a connected process, with customer data enriched from the financial system.