Prospect management software for Travel Industry

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hi hello and welcome to the quick demo of tour and travel CRM by solid performers in this demo I'll be covering the complete tour and travel CRM which includes the inquiry management prospects management itinerary and quotation management customers invoices packages as well as users we have also got multiple reports and you can also be able to create reports based on your business requirement you can also be able to manage your income and expense using solid performance CRM let us move on to dashboard so in the dashboard you can be able to dedicate a target for your entire company or for an individual user and you can be able to track the achievement out of the overall Target you can also be able to track how many closures and what is the value of the pipeline you can also be able to see the payments received and the deal pipeline for the next one year this pipeline is very important for a tour and travel company because many of the customers what you are getting they will be making an inquiry before two or three months and if we don't do a proper follow-up we might miss out these people now with the help of solid performance tour and travel CRM you will never be able to miss any kind of follow-ups always you will be getting a reminder in your laptop CRM as well as you will be getting a notification your email SMS or WhatsApp so that you will never miss any kind of follow-up apart from that you can also be able to see what's the last month's closure and your Raw Deal value data and the proposal values whatever you have shared under the inquiry module you can be able to add a new lead directly or you can be able to upload the inquiry in bulk using Excel sheet or you can be able to integrate the CRM with any of the third party lead generation sources some of these integration sources includes website leak form website chatbot now these two are inbuilt tools of solid performers and you can be able to integrate this in your website now once this is integrated in your website if anybody fills this form automatically the data will come to the CRM apart from that you can also be able to integrate it with trade in there just as in can be integrated and you can also be able to integrate with your Facebook or Instagram accounts and Google directly form so we have got all these Integrations and if you are generating leads from any third-party sources or through references you can use our web lead forms to generate those leads as well now the beauty is all these leads when it is generated everything will come to the CRM directly and our CRM will perform an automation as well so that the person who is making the inquiry will get an immediate update that we have received your inquiry and we'll get back to you shortly now with regards to automation settings we have got a lot of automations which includes email WhatsApp SMS as well as push notification automation this notification alert is for your employees so that they will be getting an immediate alert when a new inquiry is received this will make them to respond faster so that they will not miss out the leads now if I take an SMS or email automation you can be able to add any kind of triggers and for these triggers you can select the condition so now if I am selecting a lead when a lead is created then send a WhatsApp message to the link now in this way you can be able to perform lot of operations and this also will be sending the data in a dynamic manner for example a person named Sam is making an these kind of automations can be performed and you can also be able to send delayed automations so delayed automations is primarily useful in lead nurturing and if you take two Run Travel industry many of the inquiries who are making an inquiry for the first time they will be checking the details in many other portals or with many other competitors but many a times they will miss out on the follow-ups with the help of solid performance CRM you can be able to send automated delayed automation so that the person who made the inquiry will get a regular notification about your business about your brand and tomorrow when they are actually planning to go for a tour or travel they will get back to you immediately because they remember your brand and you can also do this automation for a large duration of delays so initial delay you can keep it as two days and after that it can go on and on and you can keep even 180 days so that even after six months they will be getting a notification made from your system saying that they have received an inquiry or you can also send a general alert message or general tour package update any any kind of messages can be composed over here and it can be automated when you add a lead manually you can be able to perform all these automations or as I mentioned you can also be able to perform automations during update or any kind of editing and updating functions as well in the add new inquiry page you can be able to add a leave and this page can be completely customized as per your business requirement so here we have given you with default Fields but if you want to add more fields or you don't want any of these fields if you want to disable any of these fields we can be able to perform easily with the help of our CRM settings there is no need to have any kind of technical knowledge and using the drag and drop module Builder you can be able to easily modify the settings in a similar way you can also be able to bulk upload your leads and for bulk upload we have got a sample format in the sample format you can fill your data in Excel and upload the data you can also automate the lead allocation to your sales team members so that whenever a new lead is received it will get automatically allocated to your sales Executives it will not even come to the admin panel and there is no need for the admin to allocate the leads manually or send the details in WhatsApp it will directly come to the CRM and it will get directly allocated to the sales executive as well if you notice in this panel you will be seeing various Executives and since this is an admin account I can be able to see all the leads but if it is an executive account they can be able to see only their particular inquiry and they will not be able to see any other Executives data you can be able to perform all these restrictions in user role so that your data will be safe and secure and nobody will be misusing the data now in this way you can build a hierarchy and there won't be any confusion or duplication of leads because everything is completely taken over by solid performance CR once a lead is received you can be able to perform an update and whenever you are speaking with the lead you can set the next follow-up date or time and you can also be able to change the status as further discussion what you have for example you spoke with this lead and they are willing to fix a meeting next week so you are changing the Status to meeting fix and you're writing the command that they are interested in meeting fix for next week and you are updating the status now what will happen is on that particular follow-up date whatever we have mentioned you will be getting a notification on top and you will also be getting notification on mobile as well as emails stating that you have to perform this follow-up now with the help of this you will never miss a follow-up and if you go to the follow-ups page you can be able to see all the follow-ups that you need to perform and even if you miss out of all up still it will be showing in this list so until and unless you perform a follow-up you mark the follow-up as complete the follow will not be removed this will make sure that you are not missing any kind of follow at any point in time once you click on this view page and go to the follows on that particular day you will get to know what was the previous update that you have done now this is what we have updated and not only that you will also be able to see all the updates so the entire history of updates which are available will be here and you can easily refer this so that you can be able to close the deal in an effective way if you see in the inquiry module we have also provided you with what is the destination that you are looking on for what is the budget they are having and what is the overall budget so all these things are available and as I mentioned earlier you can also be able to add more Fields as per your business now this covers the basic functions of inquiry module from the inquiry module you can also be able to send an email send an SMS or Whatsapp in case if it is integrated and you can also be able to create an itinerary and quotation from the inquiry module itself so this option of creating identity and quotation is available in inquiry module as well as it is available in prospects module it is available in both the modules the difference between inquiry and prospectus prospects are the one who are actually interested in your product or service and they are willing to move ahead to the next level but they are not at your customers so you can segregate them separately from the inquiry so that you can do special care and attention to them if I take an inquiry you can be able to convert this particular inquiry into a prospect by simply clicking on convert to Prospect and when you convert a particular inquiry to prospect all the data which are available in the inquiry module will get transferred to the prospects module so that there is no need for you to add the data again and once a prospect is added you can be able to see all the previous updates whatever you have done in that inquiry module also and from here also you can be able to create a itinerary or quotation from the actions button you can be able to click on create itinerary and quotation and you will land up in a page where you can be able to create a quotation as per your requirement now in the quotation we also have got the templates for itinerary and if you select the template you can be able to fetch all the data in one click so I selected Singapore and if you see all the details along with the images everything has been filled in here automatically so there is no need for me to fill any of the data as it is fetched directly from the templates and you can select the packages two packages whatever you are having now you can select Singapore package and in case if you have tax you can add the tax also and you can create an itinerary now if you see this itinerary and quotation it took me less than two minutes to create the entire itinerary because I simply fixed the data from a template and with the help of that I can be able to create this quotation I can be able to download this in PDF and this PDF format will be very clear with your letterhead and all the entire package details this you can share it with the prospect directly over mail or you can be able to send it in WhatsApp as well so we have got all the options now again with regards to the two Run Travel industry many times there will be lots of revision so they will be adding some inclusions and you will be removing some things you might be changing the hotel so there are a lot of things happening now whenever you make an update you are editing and updating a particular quotation all the history will be available in the history so that you can refer what was the previously created quotation and what are all the changes that has been implemented now and for the quotation also we have got various stages these stages are also completely customizable and you can make use of this to close the deals in a better way and once the prospect got converted into a customer you can be able to convert the prospect to a customer in one click like what we have done for inquiry to prospect in a similar way you can also be able to convert and query into a customer we have got both the options moving on to the customer module if you take the tour and travel industry a lot of times we get confused in managing the existing customer what is the status of the existing customers booking and all those things now with the help of this tour and travel CRM you can be able to have all the data addressing your tips you will get to know what is the current status of this particular client whether the booking is done or whether they started the tour what is happening when is their actual tour whether you have to perform follow-up you can be able to have a complete idea of this entire customer details and whenever you want it you can also be able to refer the previous history so that you will get to know what was the commitment that you have provided and what was actually implemented or done moving on to the invoice module in case if a customer is asking for an invoice which includes tax invoice you can be able to create an invoice and you can also be able to add payments for these invoices and these packages or the tour packages what you are having by default and these packages can be used while creating a quotation or invoice you can simply fetch the data in one click moving on to the users module as I mentioned earlier you can be able to create multiple users and you can be able to assign role to them for example if you take a particular role you can Define permissions for them so that they can be able to access either the customer module or the prospect module or they are the manager whatever access they want you can be able to provide it ingly and you can be able to allocate this particular role to the user when you are creating a user so that they will be having access to do only that particular settings so they will not be allowed to perform anything else apart from the scope of work what was given to them in case if you want to hide the contact number you can also be able to hide the contact number from a particular agent moving on to reports we have provided you with lot of default reports and in case if you want to create a custom report you can also be able to create a custom report from our report section in finance you can be able to add your income and expenses this can be linked with your customer as well and in case if you want to manage with your vendors like vendor payment that is also possible with the help of solid performance CRM so with this we are covering the basic functions of solid performance CRM if you want to know about our CRM in detail you can book a one-on-one live demo so that you will get to know better about our CRM and you can get started with a CRM in an effective way now solid performance CRM is one of the best two Run Travel CRM available in the market and even if you're thinking about implementing a CRM I request you to give it a try for solid performance CRM so that you will get an idea of what it is capable of doing if you found this video helpful make sure to like this video And subscribe to our channel for future updates thank you so much for watching this video and using the link below you can get started with the free trial of solid performance here thank you