Convert more leads with CRM for Travel business
Lead generation & conversion in Travel businesses, and CRM:
Indian travel businesses face a variety of challenges with either of these when it comes to lead management:
– Generating quality leads
– Tracking deal escalations- Maintaining a database of lead data
– Mapping leads’ level of interest
These are problems faced universally for travel businesses in U.S.A, UK, Australia, Hong Kong, Singapore, etc. But the key reasons how they are able to grow faster is due to active adoption to technology.
The Leads Module of the Travel CRM has a lot of features that can empower your travel business. See this booklet for deeper information.
Leads Module
This module lets you:
– Complete lead management.
– Add multiple leads.
– See the status of each lead follow-up and prioritize leads to close more deals quicker.
– Categorize and allocate leads as per your choice.
– Know the sales forecast of your business.
30 Things You Can Do In Leads Module:
1. You can type-in the necessary details of the lead as per current form fields given.
2. You can specify the source of the lead & the type of product / package / service the lead has enquired for.
3. You can assign lead enquiries to sales people manually or automatically.
4. You can categorize leads and add tags.
5. You can prioritize leads in the system and also add remarks.
6. You can directly insert leads from your website into the CRM and auto assign leads to respective sales people in a systematic manner.
7. You can have customize tags according to leads.
8. You can customize the stages and priorities in the CRM.
9. You can delegate lead enquiries to sales people package / service wise.
10. You can know the leads assigned to sales executives package / service wise.
11. You can import leads via excel sheets by filling-in data as per the format mentioned.
12. You can view all the imported lead data which was imported via excel sheets.
13. You can do the following in the the List Leads module:
– Edit the lead status
– Edit the lead stage
– View the communication history of each lead
– View & edit the expected business
– View & edit the expected close date
– Share a lead with any other user
– Create Quotation
– Schedule Meetings
– Schedule Follow-up Calls
– Send / Schedule Emails
– Schedule SMS to leads
– Modify details of the lead
– Add contacts and remarks for a lead
– Add Remarks
– Attach Documents
– Deactivate or Reactivate the lead
– Delete the lead
– Convert the lead to Client
Conclusion:
You can know more about Travel CRM for business here.
Looking for more blog posts to read? See our Travel CRM.
Also find these modules – Travel CRM
– Sales Target Module
– Follow – Up Module (Calls, Emails, SMS & Meetings Module)
– Clients Module
– Sales Target Module
– Contacts Module
Resources & Sign Up: