Optimize your sales life cycle in crm for Travel Industry

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hey this is aror from goldenland in this video I will walk you through step by step how you can use ocm for your travel agency to multiply sales and provide awesome customer experience hey thanks so much for watching this video now before we talk more about this application it is super critical for you to know that why we built this application in the first place reason number one travel agencies have been looking for a simple system that helps them grow their revenue and deliver awesome customer experience also they are looking for a system that can combine the marketing automation the sales pipeline management customer feedback everything into one single place further they have been also looking for an application which they can access any anywhere anytime and across any devices they have been looking for a system which is rich in functionality yet super affordable now with that backdrop we create a travel agency CRM on award-winning Zoho CRM it captures everything right from getting a lead to receiving a testimonial you can access this application anywhere anytime and from any device we kept the pricing super simple and affordable and there is no locking period whatsoever this is how the application helps you with every passing day your website is becoming more and more important so with Zoho sales IQ integrated with travel agen CRM you can track website visitors real time engage with them and convert them as a lead right from inside your chat widget now depending upon whether you organize a fit that means flexible trip or fixed departure a vast majority of your website visitors might leave their contact details into your website contact us form now these inquiries land straight inside your CRM application once you get this inquiries you jump into action you take NES you schedule calls you complete your to-dos and when the lead is interested you send them an awesome looking quote with itinerary once the quote is confirmed by your customer you convert the code into an invoice and start recording payments now it's time to book reservations with your different vendors one trip can have multiple supplier or vendor reservations for example you might require a flight ticket you have to pick up and drop and accommodation now your trip price is your revenue and submission of your vendor reservation prices are your cost for that trip and the balance is your trip profit now it is super critical for you to know as a business owner that whether you made money or lost money money by organizing a trip now throughout this Entre cycle all your interactions with clients and vendors are going to get stored into one single place all your task all meetings all calls notes the chat transcripts and emails now once the client is back from the vacation you might want to promote your popular destinations via email and social media campaigns and Zoho campaigns help you there and of course you get real time dashboards and Dippers that help you assess the health of your business now travel ageny CRM is being used by travel agenes of all sizes across the globe now these companies organize flexible trip or fit or fixed departure or there are some companies who would be organizing both now this is what customers have to say about this application rain rounds ala to travel a travel agency based in USA uh I can say how much I'm happy and thankful for the service provided to my company to learn and start using the software or is always there and ready to help he has been extremely helpful and pleasant he's very knowledgeable things like that okay thank you so much R nisam runs a travel agency which is e travel shop.com and based in UK uh or know from the first day we spoke I knew instinctively that your product and services were a perfect fit for my business needs a clear RS and amazing company which is African saries limited that specialize in organizing African saries is based out of New Zealand uh here is what she has to say within the first two Communications with goldenland I knew that this was the company to work with super communication they are and continue to be very professional they have understood the specialty of our travel business and delivered a fantastic product Jason rounds a travel agency which is down under travel and based out of Canada uh the team at goldenland have been very good to work with they have been very attentive to my needs and been available at pretty much any time to me I'm really not sure when they sleep thank you so much Jon provin RS an award-winning travel agency based out of Canada is an outbound travel agency uh known as indust travel I've been working with goldenland Consulting to customize for the past two months it's been an absolute pleasure to work with orov and his team the project was delivered on time and as per specifications goldland has exceeded my expectations in every way T rounds are very specialized travel agency based of us it's called Toka travel it's been a true pleasure working with the team at Goan not only for the professionalism but even more so for the caring and openness to new ideas and we have many more such testimonials with that now let me not jump in and walk you step by step that how you can finally leverage Zoho CRM for your travel agency to tarbo charge your sales when you log into this application this is your homepage as I mentioned that you can access this application anytime anywhere and from any device now this is the web app you just need a browser to get started no installation at your PC or Mac required you can also download your mobile app for Android or iOS now in the homepage you might want to display the most important metrices that you need to monitor to run your business like the current amount sales by the different agents the product-wise sales for the current month all the fit trips by the stages for example how many trips where the qut has been requested the quote have been sent the quote accepted the invoice have been sent uh how many people have departed for the trips all the fixed departure trips by the different stages over here like the court requested the court accepted for the different fixed departure the invoices sent also the fit trips by the different agents so you could look at uh agent wise how much worth of trip that they are handling all the fixed departure trips by the different agents also the all the open fit leads by the different agents like for example I can see that orob is handling eight different leads out here Captain hardock is handling three leads out here all the open fixed departure leads by different agents the different vendor payment status so you might have uh different vendors that you deal with and how much payment is due to each one of them and if you need to add any other component you can also go ahead and add any new component over here okay now all the modules in the application are very nicely laid out in an uncluttered intuitive user interface so you can see models like campaigns fixed departures leads companies contacts strips uh the different passengers we going to the trip the Cote that you sending the invoices that you're raising the different vendors that you deal with the vendor reservations all your activ activities like the task the events the calls that you're making all the different travel products that you're selling or buying from the vendors your dashboards uh all the social media Integrations out here all the website visits so on and so forth now if you get inside any module you'll be able to see the list of all the records out here okay so you can see all leads out here and you can also create many different custom views for example I also have a custom view for all fit leads I have a custom view for all fixed departure leads and you can go ahead and create as many views as you want and if anybody else within your organization has created a view they can also share the same with you now against each record you can also see the different activities that are due for example The Raid would means that these activities are overdue the yellow would mean that this activity is due today and green would mean that this is a future activity and also the activities can be differentiated by the different icons over here like this is an icon for the task uh the call is being marked like a telephone over here the event that means the different meetings will be marked as a calendar out here and on the left hand side over here in the left pen you can see all the different fields for for that module okay and you can really filter this list based on this Fields out here for example uh I want to see that All Leads where the activities are overdue and leads are interested for a specific travel let's say all those leads who have shown their interest for Kerala and we the activities are overd you from our end if I just apply the filter I'd be able to see a filtered list out here this is how you could apply the multiple filters out here and you can see the filtered result out here okay now if I get inside each record like for example I get inside this lead record I'll be able to see the details of that specific lead and all the related records so for example for this lead I can see the timeline view out here timeline view it means that historic what all stuff has been done for that specific record like uh what date I've added an event the task has been closed what did the email has been sent the lead has been created the task added everything would be added out here okay so that's like an audit Trail for that specific record I can also go back and see all the different notes that I have taken for that specific lead all the emails that has been exchanged with that lead all the campaigns the social interactions uh any service has been sent out via Zoho survey any attachment that you have stored for that lead any open activities out here so I can see there's a meeting which is due with this specific uh lead on what day what time I can look at that part of it I could also look at what all activities has been there there a closed activities out here so I can see that these are the two activities that I've already completed also I can have uh the the visits detail that means on what day what time the lead has visited our website that will be displayed out here this a very very powerful information also I could link any other external websites uh via links out here the Social Links will help you to look at uh the different social profile for that specific leader context so for example I could look at their Facebook profile their Twitter profile or their Google+ profile now on the top right you can see there's a s search bar out here so I could I could search virtually by anything that that I need so if I just type out let's say Kerala out here I would be able to see all the different records where Kerala has been mentioned so I can see there's a campaign over there there bunch of leads out here where Kerala has been mentioned there some contacts out here I can see a lot of trips with Kerala I can also see a lot of passengers the cods uh lot of invoices over here uh vendors all the vendors of s related to Kerala all the tasks where Kerala has been mentioned all the different events the calls the different products uh the different visits where people have visited a website and they have visited for the specific Kerala trip so it's a very powerful search functionality out here now on the top right after the search you also would be able to see there's a very nice gamification console so gamification comes bundled with this application that means that you can run very healthy competition amongst your team members to really track their performance and incentivize them so if I get inside this gamification console I can see that there is one game or competition which is running currently which is champion of the month and if I get inside I can see that who are the people who are participating for that competition and how many points they have earned now these points are earned based on the different criteria for example how many notes they have added how many emails they have sent how many leads have been converted how many trips have been won how many tasks has been completed so on and so forth based on that you can declare that who is going to win the badges and who's going to win the trophy that means people who reach the specific uh winning criteria all of them are eligible for badges but the person who is scoring the highest would be eligible for the trophy so you can see for all your team members they scored real time it's a very very powerful weapon to drive sales performance within your organization now next to the gamification console you'll be able to see all your mentions out there that means that uh if any of your team member has mentioned you over here in their notes or maybe into their collaboration you can see all the alerts out here and then you can add any Rec to any module from the shortcut out here all your calendars that means your meetings uh your trainings uh all of these information would be available in the calendar view out here and if you get an email from any lead or any contact those would be displayed out here now next to the the messages you would be able to see the setup button out here and this is the place where before you even commence uh kind of starting using the application uh you need to do all the setups out here so any workflow that you're writing out here any users that you're adding out here all the security rights and permissions that's this is the area where you set up all of these things out here and on your bottom right you can see your how many visitors are visiting your website real time so for example if I click on the visitors online I can see that there's a visitor from India and visited three pages out here and they have been there in our website for a little more than 15 minutes it means that you're really really interested and if I want I can go ahead and initiate a chat with them next to visitors online I can see all the activity reminders out there so if I've got a meeting do you I can I can get a reminder from here and all your recent items would be available over here so all the recent items that I have uh gone through or I have uh edited would be available in this specific section okay so with that let me take you through the application starting with lead stay tuned