Our Demo Request Form Was Getting 3 Submissions a Month. Corvexa Changed That to 15 Deals a Quarter.


Our Demo Request Form Was Getting 3 Submissions a Month. Corvexa Changed That to 15 Deals a Quarter.

We sell a corporate travel management platform to enterprise procurement and finance teams. Our buyers are Corporate Travel Managers, VP of Finance, and Heads of Procurement at companies spending $500K to $10M annually on business travel.

For 18 months, our demo request form produced 3 submissions a month. Three. From a website that was getting 8,000 monthly visits from corporate travel professionals.

The issue was not interest. The issue was commitment. “Request a Demo” for a corporate travel platform implies a 45-minute call, a full needs assessment, and the start of a vendor selection process that many buyers were not ready to begin.

What We Had Already Tried

Demo request form

Demo request form

too formal for buyers in early research, they want to understand fit before committing to a vendor call

Generic chatbot

Generic chatbot

answered "what does a TMS do?" but could not engage a travel manager asking about Concur integration or duty of care features

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Content marketing

attracted travel industry bloggers, not enterprise procurement managers with travel budgets

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Event sponsorship

expensive and infrequent, research happens year-round

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The Hidden Truth

Corporate travel managers are making a decision that affects thousands of employee trips, duty of care compliance, and millions in annual spend. They are careful. They do their homework. They shortlist vendors months before they start formal evaluations.

The buyer who lands on your Concur integration page and types a specific question is doing that homework right now. That is the most valuable moment in your entire sales process, and a generic chatbot throws it away.

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How Corvexa Changed Our Approach

We configured Corvexa with our four platform modules: Travel Policy Management, Expense Integration, Supplier Negotiation & Savings, and Duty of Care. Key intent terms: Concur, SAP Travel, expense integration, bleisure policy, NDC content, carbon reporting, travel risk management.

When a Corporate Travel Manager typed “do you integrate with SAP Concur in real time?”, Corvexa identified a specific integration query and responded:

“Our Concur integration syncs expense data in under 60 seconds. Want me to send the integration overview and connect you with our implementation team?”

A corporate travel manager evaluating TMS platforms needs to know their expense system will be fine. That answer reassures them and offers something concrete. They say yes. We get their contact details, company size, annual travel spend, and current TMS, the exact information that determines deal value.

How Corvexa handles It Step by Step

Intent Detected

Corporate Travel Manager at a 2,000-person professional services firm visits the Expense Integration page

Smart Qualification

Types: "does your platform sync expense data to Concur automatically or is it manual?"

Lead Capture

Corvexa detects: specific integration query, Concur + automatic sync keyword

Context Memory

Specific question: "Real-time Concur sync, under 60 seconds, want the integration overview and an implementation intro?"

Buyer Intelligence

Manager agrees, captures: company size, annual travel spend, current TMS, expense system

CRM Sync and Routing

HubSpot: Expense Integration / Professional Services / 2000 employees / $2M travel spend / Concur, routed to enterprise team

Results

Milestone 1

18 qualified corporate travel leads vs. 3 form submissions. All had travel spend and current TMS documented.

Milestone 2

Annual travel spend captured on all leads, SDRs could prepare ROI-specific narratives before first call.

Milestone 3

Demo scheduling improved by 58%, leads arrived already understanding platform relevance.

Milestone 4

$4.2M in qualified opportunities, 15 deals progressed to proposal stage.

Before & After Corvexa

Before Corvexa
Before Corvexa
  • 3 demo form submissions per month

  • Travel spend and TMS unknown pre-call

  • SDR cold-calls with zero context

  • Demo close rate: 8% from form leads

  • Pipeline: $400K/quarter

After Corvexa
After Corvexa
  • 18 qualified leads in month one

  • Both captured in Corvexa conversation, deal value estimable before first contact

  • SDR opens with travel spend, integration need, and current tool noted

  • Corvexa lead close rate: 31%

  • Pipeline: $4.2M in Q1, 10x increase

Honest Assessment: Pros & Cons

What Works Well

  1. TMS-specific intent detection (Concur, SAP Travel, Egencia, BCD) turns integration questions into qualified leads.
  2. Annual travel spend captured conversationally, the critical metric for deal sizing and ROI calculation.
  3. Duty of care and travel risk intent can be configured as a separate pathway, increasingly important post-2020.
  4. Carbon reporting and sustainability intent keywords address the fastest-growing corporate travel priority.
  5. Works equally well for direct corporate buyers and travel management companies (TMCs) acting as partners.

Limitations to Know

  1. This is for B2B CORPORATE TRAVEL MANAGEMENT PLATFORMS, not for airlines, hotels, OTAs, or consumer travel services.
  2. Leisure travel, tour operators, and hotel booking sites serve B2C audiences that do not match Corvexa's enterprise lead qualification model.
  3. MICE (meetings, incentives, conferences, events) bookings can involve both corporate and consumer elements, configure carefully for your specific use case.
  4. Important: This industry is a partial fit, Corvexa delivers value for technology VENDORS selling INTO this industry, not for the industry's own companies using it for customer service or B2C engagement.

FAQ

Questions buyers usually ask before starting


Clear answers to the practical questions that matter most before you put Corvexa on your website.

We serve both SME companies (50-500 employees) and enterprise (500+). Can Corvexa route them differently?

Yes. Company size signals captured in the lead loop allow HubSpot tagging for SME vs. enterprise routing. Configure appropriate conversation paths, SME buyers often self-serve, enterprise buyers need a dedicated SDR.

NDC content and airline direct connect is a major topic in corporate travel. Can Corvexa handle this?

Yes. Configure NDC and airline direct connect as intent keywords with your specific capability positioned clearly. This is a technical differentiator that corporate travel managers specifically evaluate.

Travel sustainability and carbon offset reporting is increasingly required. Is this configurable?

Yes. Configure a Sustainability & Carbon Reporting intent pathway with the relevant standards (SBTi, GHG Protocol, ISO 14064) as keywords. This is a fast-growing buyer priority worth a dedicated conversation path.

Our platform covers both domestic and international travel management. Can Corvexa handle both?

Yes. Geographic intent signals, "international travel policy", "multi-currency expenses", "global duty of care", can trigger international-specific conversation paths.

Corporate travel managers often buy through RFPs. Does Corvexa help at the RFP stage?

Corvexa captures buyers in the pre-RFP research phase, which is actually more valuable. By the time an RFP is issued, shortlisting is done. Corvexa gets you on the shortlist by engaging during the research window.