Project goal:Accelerate the preparation of initial proposals for clients by building a Safari Sales Calculator system managed by a specialized team
What was done:
Developed a Google Sheet that automatically captures tour requests, allowing a dedicated team to mark the progress of proposal preparation.
Added a feature for updating proposals based on client feedback.
Created a notification system for both agents and the calculation team at each stage of preparation.
Designed reports to assess the calculation team’s performance and the number of requests processed on time, with daily progress notifications via Telegram.
Achievements:
The initial proposal preparation process was sped up by:
Automating request entry into the spreadsheet.
Setting up a dedicated calculation team.
Implementing a notification system for better coordination.
Introduced a performance monitoring process for the calculation team to track and improve efficiency.
Built an employee motivation system based on performance reports.
