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Case Study · Tourism
Zoho One for a Meath Tourism Business: Group Bookings, Consent Forms and Marketing in One Place
- Group prices worked out automatically
- Paper consent forms gone
- Email marketing for less
An award-winning tourism business in County Meath was juggling Monday.com, paper forms and Mailchimp to handle school groups. Our consultants moved it all onto Zoho One: one system for enquiries, pricing, consent forms and marketing.
AT A GLANCE
- Client
- An award-winning visitor attraction
- Industry
- Tourism
- Location
- County Meath
- Services
- Implementation
- Our role
- Migration, setup and automation
Zoho apps used
Zoho CRM
Zoho Forms
Zoho Campaigns
THE RESULTS
What Changed for the Business
- €100s
Saved every month
Hundreds of euros, from moving email marketing from Mailchimp to Zoho Campaigns.
- 0
Paper consent forms
Visitors sign on a tablet at reception instead.
- 1 system
Instead of several tools
Enquiries, pricing, forms and marketing, all in Zoho One.
THE CHALLENGE
Seasonal Groups, Manual Work
Schools make up a large share of the business’s visitors each year, especially at the end of term, so handling group enquiries and pricing well matters.
Enquiries were managed in Monday.com, which lacked the automation seasonal group bookings need. Staff worked out prices by hand and followed up past visitors without reliable reminders. Paper consent forms created storage and GDPR problems, and email marketing through Mailchimp was costly.
WHAT WE DID
How We Approached It
We moved the business onto Zoho One one piece at a time, so the team could keep running through the change.
Moved enquiries into Zoho CRM
Existing records were brought over from Monday.com and checked.
Automated group pricing
A custom module works out the total from group size and packages.
Set up yearly reminders
Past customers are invited to book early for the next season.
Digitised forms and marketing
Consent and food orders on Zoho Forms, newsletters on Zoho Campaigns.
BEFORE AND AFTER
What’s Different Now
The same busy season, with far less admin.
Group pricing
BeforeWorked out by hand in spreadsheets.
AfterCalculated automatically from group size and package.
Repeat bookings
BeforePast visitors followed up when someone remembered.
AfterA yearly reminder goes to every past customer.
Consent forms
BeforePaper forms in boxes.
AfterSigned on a tablet at reception, stored in line with GDPR.
Food orders
BeforePassed on by hand.
AfterSent straight to reception from the same form.
Email marketing
BeforeMailchimp, paid separately.
AfterZoho Campaigns, part of Zoho One.
THE DETAIL
How We Built It
Moving from Monday.com to Zoho CRM
We started by moving the business’s existing data from Monday.com into Zoho One, making sure every record was transformed and loaded correctly.
Once the CRM was set up, we built a custom module for group pricing, with functions that work out the total cost from the group size and the packages chosen. It replaced manual spreadsheets and the risk of errors that came with them.
Yearly reminders for repeat bookings
To win back schools and groups each year, we set up an automated yearly reminder that emails past customers and encourages them to book early for the next school trip season.
Digital consent and food order forms
Zoho Forms replaced the paper liability release forms. Visitors now fill in the form on a tablet at reception, so there are no boxes of paper to store, check-in is faster and records are kept in line with GDPR.
The same form includes a food order section for group packages, and each order goes straight to reception.
From Mailchimp to Zoho Campaigns
Finally, we moved the business’s email marketing from Mailchimp to Zoho Campaigns. Contact lists and campaigns now sit in the same Zoho system as everything else, and the business saves hundreds of euros a month.
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