Streamline Your Document Workflows with airSlate SignNow's Crm Process Cycle for Travel Industry

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hey thanks so much for watching this video this is our table here from the CRM for travel agency comm travel agency CRM is created from techniques of travel agencies on award-winning solo CRM it delivers outstanding value with an astounding array of features for a fraction of the cost of any comparable industry system you will find everything in travel agency CRM that's required to scale your sales and deliver awesome customer experience and of course you can access this application anywhere anytime and any device well why do they build this application the reasons are as follows travel agencies are looking for a simple system that helps them grow their revenue and deliver awesome customer experience and also a system that combines marketing automation the sales pipeline management the customer feedback everything into one single place and travel agencies require anywhere anytime any device access the need a solution that is reaching functionality yet super affordable hence we created travel agency CRM it is built of the award-winning Zoho CRM that means it has a solid foundation and the travel agency industry layer is built on top of it it captures everything right from getting a lead into the system till you receive a testimonial from the client including trips that course the invoice sales the reservations and activities you can access the application anywhere anytime and any device and the pricing is super affordable there's absolutely no locking period over here I wanted to briefly talk about the design principle because the easier adoption depends on the simplicity of the design the application is a very clean and uncluttered user interface all the modules are nicely laid out of steps like leaves companies contacts trips course invoices vendors vendors ovations products activities so on and so forth within the application you can also access your emails and all your inbound and outbound emails will be automatically tagged against the respective leaves or contacts the fields module will help you drive awesome collaboration amongst your team members for example if one of the team members is looking for certain information and can't find it he can publish that in the feed so the team members can help him it is also platform where you can share your views on a specific topic fields also gives you updates of the important records that you follow such as who updated a record what changes were made on a record etc the social media integration is all about in terms of getting your leaves or contacts from Facebook Twitter or Google+ the dashboards will provide you the visual representation of all your key performance indicators in terms of lead generation the través the sales free video the vendor payments etc the system has also got an inbuilt document library where you can really upload all your documents and provide access to your team members in case you're a business who are also spending money on Google AdWords this application will help you track the ROI of the span that means if you have invested $100 in a given month you'll be able to know how many leads you received from that investment and how many got converted into sales the centralized calendar within the application will help you manage all your meetings for your team members and calls in a structured manner and the application has also got an awesome gamification built into it that means that you can create games or competitions among specific groups within your organization and incentivize people based on the outcome for example team members so create 15 invoices per week receives the badge invoice champ of the week and you can create as many games as required for different other criteria as well let's start briefly now on the process flow this slide depicts the flow for flexible trips or fitt for individual clients that means for b2c scenario so the first step for you in the system is to create the products these products are either the ones that you sell to your clients or you buy from your vendors examples could be different packages that you sell travel incidents the flight ticket the train ticket the cab booking accommodation etc along with the product you also define the vendors who supply that product for example vendors food supply accommodation in France or Singapore or us now once we have the products and the vendors you start capturing leads now these leaves could be from your website or from social media inbound email inbound call etc you start understanding their requirement from these leaves and the moment these leaves will request for a quote from you you convert the lead lead once converted we'll create a client contact within the contacts module and a related trip over here against the trip you can create a port using the products that you have already created and you can send it across to your client once the court is accepted you can convert the code into an invoice and start recording the payments that you receive from the client against the invoice at different dates now once you receive a deposit from your client you might want to pull reservations for that particular client for that trip with different vendors so for one trip there could be one or multiple vendors ovations for example it could be for accomodation local sightseeing airport pickup and drop etcetera and in the vendor reservations module you can record payments that you make to that vendor for that reservation at different dates please note that the court grand total or the invoice grand total whichever is the latest updates the amount field inside the trips module and the sum of all vendor reservations grand total appears the trip cost inside the trips module and the difference between the two is auto calculated and is captured in the trip profit in the trips module well this slide is a replica of the previous slide except the fact that this is applicable for corporate clients that means for b2b scenario so during the lead capturing process you add the company details along with the related contact person and when the lead is converted it creates a company along with the contact and the related trip so the rest of the process remains the same as mentioned into the previous slide this flight is about the process flow for fixed temperature which has a fixed not amended and oftentimes of fixed capacity in terms of number of packs and rooms in fixed temperature unlike Fitr flexible trip you first need to create a fixed departure and then market that so alongside the products and the vendors you first need to create the fixed temperature in the system against the fixed temperature you can associate a leak and also lead requests for a quart you can convert that lead and it will create a client contact inside the contacts module and a related trip now against this trip you can create a court using the products that you've already created and send it across to your client and once this Court is approved you can convert that code into an invoice and start recording payment that you received from that client for that specific trip now unlike the fitt of flexible trips in case of fixed departure you book the vendor reservations against the fixed departure and not against individual trip and within the fixed departure module you will have the fixed departure revenue that caused the profit balance capacity in terms of packs and the rooms will get calculated automatically by the system with that I wish you all the very best in leveraging this awesome application if you wish to take at no obligation no cost in stripe send us an email at Soho at the rate Sheila and consulting.com let me repeat it is so Jose de hecho at the rate G Lian Jie Li om consulting.com thanks so much for watching this video and look forward to seeing you on the other side you