General Travel CRM Featurelist

by Dquip Team · Published September 16, 2016 · Updated September 16, 2016

Scenario of the Travel industry & CRM for Travel business:

The fundamental concerns of any business is to keep track of all the sales functions. Constant review of sales funnel is also necessary to formulate future plans. All of these activities are repetitive yet important. To induce sales productivity, travel companies in UK, UAE, USA, India, Australia, South Africa, & European nations are resorting to Travel CRMs. Travel companies are reaping the benefits in form of increased profits & enhanced sales productivity through the implementation of Travel CRM.

A Travel CRM manages, organizes and monitors vital sales functions like lead / client management, follow ups, managing sales targets and many more. Tracking lead sources, contracts, client communication history, etc is added advantage of Travel CRM.

In the coming 3 – 7 years, i.e. till 2020, Travel industry experts anticipate a double digit growth. May it be Family vacation plans or Business meetings, a Travel CRM is a single platform to manage your sales funnel effectively.

Know the 100+ things that a Travel CRM can help you do in this comprehensive feature list.

Modules of General Travel CRM:

1. Lead Management Module
This module lets you:
– Enter multiple leads.
– Know the status of each lead follow-up and prioritize leads to close more deals quicker.
– Classify and allocate leads as per your preference.
– Foresee your business growth with sales forecasts.

2. Sales Target Module
This module helps you:
– Set, trace and closely observe the progress on sales targets for your Travel business & sales people respectively.
– Monitor your financial growth.
– Monitor & manage the sales performance of your business and sales teams.

3. Follow-up Modules: Call, Email, SMS & Meeting Module
These modules let you:
– Execute follow-ups from a single platform via calls, emails, sms and meetings.
– Streamline sales follow-ups via calls, emails, sms & meetings.
– Set alerts for follow-ups, calls and meetings.

7. Client Module
This module lets you:
– Feed-in contact information of customers.
– Allot, categorize and have effective communication with your clients via calls, emails and sms.

8. MICE Module
This module lets you:
– Add multiple MICE quotations.
– Categorize and add specifications of MICE tours, commute, PAX, accommodation, etc.
– Set their fares and monitor your sales.
– Easily create vouchers & expenditure details.

9. Calendar Module
This module:
– Serves as a calendar.
– Lets you demarcate prime dates relevant to your business, employees, leads and clients.

10. Contacts Module
This module lets you:
– Store, modify and delete contact information of clients.
– Save important dates regarding packages sold.
– Set alerts for payments, etc.

11. Import Data Module
This module lets you:
– Import the contact data of your current clients, contacts and details of your products / services.
– Know the data importing details.
– Eliminate data duplication.

12. Announcement Module
This module lets you:
– Create and automate announcements for internal employees.

13. Company Module
This module lets you:
– Add, organize & handle your company and branch details, store and access basic contact details.
– Enter, modify and remove contact details & designations of employees according to departments.

14. Tags Module
This module lets you:
– Create & customize tags.

15. Tasks Module
This module lets you:
– Add multiple tasks with descriptions.
– Know every tasks’ completion status, priority and end date.

16. Pending Data Module
This module lets you:
– Know what data is pending throughout your leads, clients and contacts.

17. Newsletter Greeting Module
This module lets you:
– Send mass emails to customers & leads.
– Helps you efficiently execute email marketing campaigns.

18. Birthday & Anniversary Module
This module lets you:
– Wish Clients via emails & sms.
– Set reminders for the same.

19. Reports Module
This module lets you:
– Get the minutest detail of your business & sales by using real-time reports.

20. User Module
This module lets you:
– Introduce new users in the travel CRM system.
– Add and know their roles & titles.
– Control access to various modules.
– Also, group users as per their departments, branches & designations.

Conclusion:

We hope our humble effort to provide a wide range of Travel businesses the maximum information for selecting a Travel crm has been helpful.

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You can go through more posts here: Travel CRM

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