Case Study: Montrose Travel achieves double-digit sales growth and scalable lead management with ClickPoint Software

Montrose Travel Expands Travel Partnerships and Improves Sales Revenue

Montrose Travel, one of America’s top 40 travel management companies with diverse divisions across corporate, groups, meetings, incentives, vacation planning and rewards, needed to scale quickly and improve sales performance and lead follow-up to capture growing online business. With more than 200 employees, 500+ independent contractors and $320M in gross sales, they sought a technology partner that could handle rapid growth and changing sales processes.

Montrose implemented ClickPoint Software’s SalesExec for customizable lead management, automated email responses, faster onboarding of reps, and flexible workflows. Combined with dedicated account support and custom reporting, the solution improved follow-up and operational efficiency and drove exponential sales growth — delivering double-digit increases in gross sales while strengthening supplier–agency relationships.

Montrose Travel

Daren Autry

Manager Operations