Elements Travel & Tours

Travel agency takes advantage of the advanced contact search

Elements Travel & Tour, a prominent travel agency, needed an efficient and secure way to share their contacts with other travel agencies for collaborative deals and group tours. With two specific challenges — contact-sharing without revealing confidential notes and maintaining up-to-date contact lists — they sought an effective solution to boost partnership opportunities without risking sensitive business information. This customer story explores their journey to solving these issues, the risks they faced, and the ultimate success they achieved with the right contact-sharing solution.

contact management for travel and tours company
7
Employees
7
Mobile devices
840
Shared contacts
60
Saved work hours
The Customer

Elements Travel & Tour's goal is to provide the best personalized travel experiences for single, couple, or group tours. Their team of travel specialists ensures that you get the best value for your money as you explore different destinations.

The Challenge

01 . Sharing a dynamic contact list from search queries

As Elements Travel & Tour expanded, they partnered with other travel agencies to streamline group tour transport services. To efficiently share their growing network of transport providers, they needed a contact-sharing app.

However, it had to offer more than basic features—it needed the ability to create labels from tailored searches. For example, if they needed a list of tour operators in Phuket, they could quickly gather contacts from the combined databases of their partners and save the group for future use.

Manually creating lists for each agency would be impractical, making an on-demand, searchable system essential.

02 . Hide some data about the contact

They want to share contact lists but only the business phone numbers and email addresses, not private notes or personal contact details shared exclusively with them. The main concern is the accidental exposure of confidential notes crucial to their internal strategy. If leaked, this information could be misused by competitors to undercut their offers or damage their business relationships, leading to financial losses or a weakened market position.

While they can manually edit spreadsheets to remove sensitive information, this process requires careful attention. Existing contact-sharing apps lack the functionality to selectively share specific details, posing a challenge.

The Solution

To address these challenges, Elements Travel & Tour adopted Shared Contacts for Gmail. The app allowed them to instantly share updated contact details with partner agencies while maintaining full control over what data was shared. Using the hidden fields feature, they could share essential information like phone numbers and email addresses, while keeping sensitive internal notes private. The platform’s advanced search feature also enabled all parties to efficiently search each other's contact lists using specific queries. This allowed Elements Travel to collaborate smoothly with partner agencies, eliminating the need for manual updates and safeguarding confidential information.

Helpful Features
Advanced search

Define which field should your query be excluded or included to get more accurate search results.

Specific fields permissions

Restrict the visibility of certain fields to specific users only.

Google Contacts sharing

Share contact lists and Google Contacts labels with your team, who will instantly see the shared contacts in their dashboard, in Google Contacts, their mobile devices and other third-party apps.

The Result

With the new contact management system in place, Elements Travel & Tour saw immediate improvements. They shared contacts efficiently with other agencies, and the platform’s real-time updating feature eliminated the problem of outdated information. The ability to selectively share contact details without exposing sensitive notes also provided peace of mind, allowing them to focus on building stronger partnerships.

These improvements led to faster tie-ups on group tours and exclusive deals with transport providers. Their efficient approach to sharing contact information boosted their reputation as a professional and trustworthy collaborator in the travel industry.

Adopting this contact-sharing solution was a game-changer for us. It allowed us to build stronger, more efficient partnerships without risking our sensitive business information. Now, we can share only what’s necessary while keeping everything else confidential.

Michael Ramos
60
Saved work hours