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WordPress Website & Salesforce CRM Integration

The Client

Noteworthy is a luxury travel company that curates bespoke experiences for high net worth individuals, primarily in the UK and across Europe. Known for discretion, detail, and service quality, the brand needed a digital platform that matched the calibre of its offering.

The Challenge

Noteworthy approached us with an outdated website and fragmented internal systems. The site hadn’t been updated in years, and key client processes—including bookings and itinerary management—were being handled via Word documents and PDFs.

For a business serving UHNW clients, this setup was no longer sustainable.

Our Role

  • Ground-Up Website Rebuild
    We completely rebranded and rebuilt the website, migrating to WordPress and delivering a clean, high-performance design that matched the brand’s luxury aesthetic.
  • Full CMS Integration
    The new site included a user-friendly content management system, allowing the internal team to make updates independently—eliminating the need for ongoing agency retainers.
  • Salesforce CRM Deployment
    We implemented Salesforce to replace manual tools and unify the client relationship process. The platform now manages everything from initial enquiry to itinerary planning and post-travel follow-up.
  • Operational Transformation
    With CRM in place, the Noteworthy team could elevate client service standards—automating reminders, capturing preferences, and managing travel details with greater precision and speed.
  • Closed-Loop Marketing Infrastructure
    We linked website and CRM activity, giving the business visibility into lead sources, sales activity, and long-term client value. For the first time, they could track how enquiries became bookings—and what their top clients were really worth over time.

The Outcome

  • Entirely new web presence aligned with the luxury brand promise
  • Internal team empowered to manage the site independently
  • Salesforce CRM enabled full-service client lifecycle management
  • Clear visibility into enquiry sources, bookings, and lifetime value
  • Elevated customer experience for UHNW clients

Before → After Snapshot

BeforeAfter
Outdated websiteLuxury-standard site with full CMS
Manual client managementSalesforce CRM across all client touchpoints
No marketing attributionClosed-loop visibility from lead to lifetime value
Word docs & PDFsStreamlined workflows fit for high-end service delivery

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