Maximize lead follow-up efficiency with CRM for Travel Business

by Dquip Team · December 20, 2016

Tours and travel companies, travel agents, other travel businesses primarily depend on follow-ups and marketing to convert their leads. It wouldn’t be wrong if we said that the quality of sales follow ups can actually determine how your travel business converts business.

Your sales employees and their performance can improve if they can:

– Access details of leads’ and customers’ preferences

– Schedule follow-ups via calls, emails, sms, etc.

– Set reminders for follow up calls, meetings and sales activities

– Establish flawless, time saving and productive customer interactions and much more.

If your answer is “Yes”, this is where CRM softwares come into perspective.

Read this booklet on the 100+ features and discover all the mans by which a Travel CRM can help increase your client base.

Download 100 Plus Features Of General Travel CRM

Follow-Up Module:

– Make and Schedule follow-up calls, emails, sms and meetings with leads, clients, vendors, etc.
– Update details of calls and meetings done with leads, clients and vendors.
– Set sms & email reminders for follow-ups, calls and meetings.

I. Calls Module

15 Things you can do in calls module

1. You can choose a date & time to schedule follow-up calls with leads and clients.
2. You can add purposes and assign tags to calls. Eg: important, very important, etc.
3. You can get an sms or email prompts for calls so that you or your sales people do not miss to follow-up with leads and clients.
4. You can also assign sales calls to sales people under you.
5. You can know your whole teams today’s calls, pending calls, scheduled calls, calls done.
6. You can update call details with what’s discussed on call and delete calls.
7. You can update the call status. E.g: Did not pick-up, busy, not reachable, switched off, not interested, in a meeting, call back after sometime, etc.
8. You can schedule a call / meeting / email as discussed over the call.
9. You can do the following while updating calls in list calls module:
– Schedule meetings as discussed on the call.
– Send / Schedule emails
– Schedule follow-up calls & sms to leads
– Add notes as discussed on the call – Update call status i.e . Interested, no answer, etc.
– Close a call
10. You can keep a record of calls made by sales people / users to know what’s exactly going on in sales follow-up.

II. Mass Emails Module

7 Things you can do in mass emails module:
1. You can send or schedule mass emails to contacts according to their tags & category i.e Hot Leads, Very Important Clients, etc.
2. You can select a date & time to schedule mass emails for leads, clients, contacts and vendors for respective reasons.
3. You can select an email body from the existing ones created by you.
4. You can manually compose emails with font format options and attach files.
5. You can view all the mass emails sent & scheduled.
6. You can get a count of mass emails sent, read, unread, bounced, sent and scheduled with their respective timings.
7. You can delete mass emails.

III. SMS Module

6 Things you can do in sms module:

1. You can do a quick search of messages by entering the name, email ID, team, department, category, etc.
2. You can schedule follow-up sms to leads, clients, contacts and vendors for respective reasons.
3. You can send sms to multiple groups as per their tags.
For e.g.: You can sms hot leads, warms leads, etc.
4. You can choose an sms template from the existing templates created by you.
5. You can know your entire team’s today’s sms, scheduled sms, sms sent. Respective people can see their own scheduled sms.
6. You can view a list with the precise volume of sms sent, status of sms (sent / scheduled) with their respective timings and subjects.

IV. Meetings Module

13 Things you can do in meetings module:
1. You can block a date & time to line-up meetings with leads and customers.
2. You can specify reasons for meetings and add tags to a meeting such as: important, very important, etc
3. You can receive sms or email alerts so that you or your sales people do not miss a meeting.
4. You can also allocate meetings to sales people / agents who report to you.
5. You can view your entire teams today’s meetings, pending meetings, scheduled meetings and meetings done. Respective people can see their own meeting schedule.
6. You can update what’s discussed at the meetings.
7. You can revise the status of the meeting for e.g.:
Meeting was positive, client not interested, meeting cancelled, meeting postponed / rescheduled, etc.
8. You can add remarks / pointers which were discussed in the meeting.
9. You can keep a tab on all the meetings done by sales executives / users to know what’s exactly going on in sales follow-up and meetings in general.
10. You can tag several internal employees for a client meeting or internal meeting.
11. You can keep a track of internal meetings.
12. You can send out ‘Schedule a meeting’ link to leads and customers.
13. You can see all the meetings, calls, sms, emails, etc. that are scheduled, done and pending.