Australian Traveller Media

Australian Traveller Media aims to inspire Australians to get out and explore our amazing nation. The Australian Traveller magazine is the most popular travel related publications in the country.

The Challenge

With 14 years worth of client data, activities, notes & attachments - there was a lot of data to be cleaned and migrated.

While ACT! CRM had served Australian Traveller Media well for the last decade, it was beginning to show the signs of its age. A large number of attachments meant that more often than not, their CRM system would crash whenever it tried to load a record.

Our Approach

ACT! runs on a Microsoft SQL Database, and with access to their on-site server, we were able to complete a migration of all Australian Traveller Media's historical data.

This included:

  • Companies
  • Contacts
  • Activities
  • Attachments
  • Tasks & Meetings

Over 63,000 individual records were uploaded into Salesforce Sales Cloud. The Trausteknik team were even able to recover embedded images in historical emails and make them available to the Australian Traveller team.

The Outcome

The migration of data was completed over a weekend with no impact to business operations.

Salesforce Training commenced at 9am, Monday morning. With coffee in hand, the Australian Traveller Media team dove into their new CRM! with the full support of our team.

Once a few days of data had been entered into the system, dashboards and reports were set up to showcase team performance and progress towards business goals.

Winning Together

Australian Traveller Media loves the flexibility that Salesforce Sales Cloud gives them to work on the go and from home, with laptop or phone.

With Salesforce front and centre as a part of their Technology Strategy, Australian Traveller Media is well positioned to for business growth. Check out some of their amazing travel stories today.

Technologies Used

  • Salesforce Sales Cloud
  • Salesforce Mobile App
  • Microsoft SQL
  • Salesforce Inbox
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