The challenge

Atlas Trails advisors juggled supplier portals, email threads, and a brittle CRM. A single itinerary change meant five systems and a risk of missing a client preference buried in notes.

They asked for a desktop that felt as curated as the trips they sell.

What we built

We shipped a Salesforce Lightning agent desktop with itinerary timeline, supplier status cards, and preference chips pulled from Activity 360. Screen flows guide complex amendments without breaking compliance logs.

Day-in-the-life impact

Average handle time dropped 41%. New advisors reach productive pace two weeks sooner because the UI encodes how senior planners already work.

Client NPS on trip changes improved because updates arrive with context—not just a confirmation number.