Enquiry distribution system to get you on a cruise faster

Client

Cruiseabout

Deliverables

UX
UI
Development

My Role

Product Design
Front-end Development

Platforms

Web

The Cruiseabout EDS system aggregates all enquiries from the website into one concise platform. It’s sole purpose is to aid sales consultants in assisting their customers to book the best cruise holiday. All while we track it through the entire funnel to provide the necessary information back to the business with regards to performance and sales targets of consultants.

The Opportunity

Cruiseabout is a deal aggregation website where clients can find the best deals on cruises around the world. When clients fill in an online form there was an existing process that was not working well, and it was all on the same platform and the request was to have the necessary degrees of separation. There was also no reporting where business had to download CSV in hindsight to get any visibility. 

The Solution

We designed and built a standalone React PWA as a central “backend” system to collect the enquiries through our API endpoint and run it through the required business logic to assign it to the right store. The consultants could pick up new enquiries from the ‘store queue’ to work through the workflow of taking a lead from a prospect to actually converting and paying for a cruise.

Product Design

The Cruiseabout PWA is very lightweight and not too complex with various screens. We have admin users that can see everything in the system, Team Leads that can see everything in their specific store and then consultants that can see their own store but only work with their own enquiries. The admin or team lead can update the store settings, and if the store is closed it would route the enquiry to the next open and available store. The enquiries list acts as your inbox with a ‘read’ status to indicate any activity on the item, you could easily log your interactions with the clients to track the progress as you go along. From an admin perspective we built a dashboard to provide clear visibility into all aspects of what is happening on the system.

Consultant Dashboard
Enquiries Inbox
Historical Analysis Tool
Store Queue
Manage all stores
Manage Specific Store
Dashboard New User onboarding instuctions
User friendly registration validation instructions