A travel agent is a person who plans, manages, and sells the travel packages to his clients. These agents also maintain the record of travel itineraries, pre-booked hotel rooms, vehicles for pick up and drop, etc., which even range up to events organized for weddings, honeymoons, company meetings or staff outings. Providing these facilities has to be done efficiently so as to maintain the bond of trust and faith with the customers.
Managing and handling all these things sometimes gets out of hand, e.g., during the peak season. Hence the need for a good travel CRM has always been felt in the travel and tourism business so as to make the routine tasks easier and less time consuming without compromising the regular business deals and customer relations.
A good travel CRM helps keep log of customers, inflow of customer queries, the interaction with the customers, leads and their conversion ratio, customer feedback, other agent management, hotel records, vehicle provider list, specific destination demand, etc. Keeping track of previous tour packages, high demand places or hotel categories, most queried for destinations or itinerary guides the travel business owner to work accordingly towards fulfilling the demands of the clientele.
An online travel CRM enables efficient management of customer queries anytime and from anywhere. Right from lead generation to a successful tour plan, everything can be done by using the CRM data. Managing the leads management, order bookings, coordinating between the hotel and vehicle suppliers during the touring process, managing the details related to packages, daily follow ups and many other day-to-day tasks can be done just with the help of only one travel CRM.
Let us see how exactly the Travel CRM works:
- Customer Database: This allows the travel agents to track the entire available information about their customers, such as travel itinerary, pre-sales and post-sales communication, transaction history, important documents, travel tickets, and quotation requirements.
- Assignment of Lead: It enables allocation of the generated leads for a particular location to the authorized salesperson of that same location by giving them access to an online Travel CRM where that person will focus on the enquiry, get the requirements and proceed.
- Based on Multi-User Model: A travel CRM comes with a multi-user or access feature where the authorized members of a company can login or logout anytime and from anywhere . This feature allows the travel company to establish internal coordination and proper communication among the staff.
- Email Integration: This feature works as a Virtual Marketing Agent for the company. With the help of this, travel agents can send bulk emails about upcoming tour packages, heavy discount vouchers, attractive offers, tourism plans and other related things to the existing customers.
- Regular Follow-Up Status/Push Notifications: A good Travel CRM helps to give reminders about day-to-day activities of the customers, which ultimately makes the entire process, enquiry generation to tour booking, faster, hence managing the continuity of following up with the customers.
- High Security of Customer Data: In a travel company, security matters a lot, and a good travel CRM does the same. It protects the important documents like identification, proof ID, address related documents, and passports in the customer’s account properly and systematically.
- Maintain Relation: Building a good relationship with your existing customers is as important as adding new ones. By storing each and every detail of an individual on one single platform that even carries the details of personal events like birthdays, anniversaries etc., and sending wishing messages helps in keeping in touch with them and reviving old relations.
- MIS Cards & Dashboard: Management Information System (MIS) is the report required to assess the performance of the organization and allow for faster decision making. Similarly, the Travel CRM gives a complete overview of reports related to customers like bookings done or bookings in process, cancellations, payment collection, etc.
