Transforming Sales and Customer Service with 100% Customer Journey Visibility

100%
Visibility into
Customer Journey
22%
Increase in
Productivity
60%
Queries
Automated
Use Case: Sales & Customer Service |  Industry: Hospitality | Integration: LeadSquared

Challenges

Treebo faced inefficient lead management, had limited visibility into customer journeys, and challenges in vendor onboarding. Manual processes and siloed systems further hindered productivity and impacted conversions.

The Ozonetel CX platform enabled the efficient flow of conversations, facilitating seamless lead nurturing and tracking, automating customer support, and delivering real-time visibility into sales pipelines for optimized operations.

Solution

Results

The Ozonetel CX platform enabled the efficient flow of conversations, facilitating seamless lead nurturing and tracking, automating customer support, and delivering real-time visibility into sales pipelines for optimized operations.

About the Company

With over 600 properties across 100+ cities, Treebo Hotels is one of India’s largest budget hotel chains, catering to business and leisure travelers with affordable, high-quality accommodations. Treebo gets bookings through three primary channels: direct users via their website, app & direct dial in, corporate reservations handled by a dedicated team, and partnerships with travel agents. The customer support team ensures seamless assistance across all channels, addressing queries and reservations to enhance the overall guest & partner experience.

Features: Smart IVR | Auto Dialer | Click-to-Call | Screen Recording
Increasing Sales and Service Efficiency with End-to-End Customer Visibility

Treebo Hotels aimed to streamline lead management, efficiently manage on-field operations, and implement a seamless vendor onboarding process. However, reliance on multiple tools and manual processes created inefficiencies in both sales and support. The lack of a centralized system caused delays in the sales process. Their field teams initially recorded customer data manually, leading to inaccuracies and data loss during the transition to digital tools. Vendor onboarding processes, managed via Excel sheets, lacked visibility into their performance, hindering decision-making. Without clear insights into the customer journey, key opportunities were often missed, impacting the overall bottom line.

Automating Hotel Booking Queries with Ozonetel’s Self-Service IVR

They deployed Ozonetel CCaaS across 200 branches, appointing dedicated Points of Contact to ensure the smooth implementation of the dialer solutions. Executives from over 200 locations could access the system and collaborate effectively, eliminating geographical barriers and improving operational efficiency. Within months, the dialer achieved nearly 100% adoption, indicating its effectiveness and acceptance among the teams. This enabled direct outreach to customers, improved engagement, and resulted in a 5% improvement in customer retention and substantial revenue savings.


To address this, the firm implemented Ozonetel’s self-service IVR system, which automated the majority of routine queries. Initially, the IVR managed 47% of queries; it could now handle 60%, achieving a 30% increase through improved IVR design, seamless integration, and a robust process flow. Our solution not only improved response times but also enhanced overall customer satisfaction. By offloading common inquiries to the IVR, agents were able to focus on more complex and critical issues, further optimizing the customer experience.

Optimizing Sales Pipelines Through Unified Systems

Treebo relied on dedicated lead generation teams and field sales reps to acquire leads, with on-site visits initially documented manually in notebooks. During the shift to digital tools, key information was often lost or misrecorded, leading to data gaps and compromised integrity. In absence of a centralized system, these teams operated in silos, hindering the overall efficiency and effectiveness of the sales pipeline.

By integrating Ozonetel CCaaS with their CRM, Treebo transformed its sales operations. Every conversation, from initial contact to follow-up, was automatically captured and synced to the CRM in real-time. Field teams could log meeting notes on the go, ensuring no lead is missed. The central team gained full visibility into the pipeline, enabling them to analyze performance, provide strategic guidance to field reps, and boost conversions with a data-driven approach.

“Ozonetel has been a trusted, co-innovating partner in transforming our CX operations, enabling seamless interactions and driving efficiency across both customer-facing and B2B sales teams.”

Utkarsh Srivastava
Associate Director- Customer Success and Helpline Sales
Enhancing Efficiency Through Real-Time Customer Journey Tracking

Treebo initially relied on multiple tools but struggled to gain a unified view of the customer journey. Challenges included fragmented data, limited visibility into how leads progressed through the pipeline, and a lack of actionable insights. Vendor onboarding processes were largely manual, managed via Excel, which restricted operational efficiency and scalability. These gaps hindered both streamlined onboarding and the ability to optimize sales strategies effectively.

By integrating Ozonetel’s unified CX platform, Treebo transformed its approach. Agents seamlessly managed calls withinthe CRM, with all conversations automatically recorded for analysis. This integration provided real-time visibility into the customer journey, enabling Treebo to tailor solutions to their specific needs, identify areas for improvement and finetune
sales as well as service strategies. The new system also simplified complex account information capture and offered real-time visibility into account details for seamless vendor onboarding.

Boosting Agent Productivity with Integrated Tools and Reporting

Previously, Treebo agents had to toggle between multiple screens to access call-related information, resulting in longer wait times and reduced efficiency. With a combination of screen-pop, click-to-call feature, and various customizations, agents could now manage calls and customer interactions effortlessly without switching tabs. This streamlined approach not only
eliminated the need to navigate between systems but also enhanced productivity.

Ozonetel’s robust reporting tools, custom APIs, and screen recording capability provided complete visibility into team performance and overall business health. Actionable intelligence from the platform empowered supervisors to reduce drop-offs significantly, track conversations, measure conversions, and optimize agent performance effectively.

Benefits & Overall Impact

With Ozonetel CX Platform, they achieved substantial improvements in customer retention, enhanced customer engagement, reduced third-party reliance, built customer trust, and effectively prevented revenue leakage.

  • 85% Renewal Rate Achieved
  • 50% Reduction in Renewal Time
  • 80% Reduction in Customer Complaints
  • 100% Customer Data Security Ensured

About Ozonetel

Ozonetel is an industry-leading provider of unified customer experience intelligence platform (oneCXi) that helps enterprises engage, convert, and retain customers, at scale. The AI-engineered platform empowers 3500+ global brands to orchestrate journeys across a multitude of touchpoints, power billions of personalized conversations, and gain a 360º view of customers across the lifecycle.

wwww.ozonetel.com