Empower your business with sales operations automation for Travel Industry

How to create outlook signature

hi everyone my name is lira and today we'll take you through the internal operations of a travel agency business to see how several zoho applications can help streamline their business processes before we get into it here's a little bit of background the travel agency has a team of 10 employees managing marketing sales and accounting and operations their business cycle starts with marketing where the agency generates leads from various sources like social media their website and different types of referrals once their leads are generated they are sent straight to the customer database and the travel agency can send a follow-up email to the client if the client is interested the deal is closed as one and their information is passed to the accounting and operations team for further processing if they're not interested right now this information will be added to their file in the database allowing the team to nurture the lead and hopefully convert them in the future so now that the deal has been closed as one the accounting and operations cycle can commence the accounts team raises an invoice and receives a deposit to hold the booking the operations team collects the client's medical documents and shares them with the travel guide the travel agency regularly follows up with the client to confirm the date of travel and collect any pending documents once the journey date is fixed the agency collects the rest of the payment from the client now we know that there are unexpected circumstances so in the case that a cancellation is necessary the agency will cancel the current trip and then repeat the follow-up cycle with the client to rebook them in the future now that you understand how our hypothetical travel agency works i'll hand over to raj who will show you how several zoho applications can come together to handle these processes thanks lira for sharing those business details let's see how we can incorporate different zoho applications to manage this business process to manage the marketing cycle we can use zoho social and zoho crm zoho social helps you to promote your business on platforms such as twitter facebook instagram and more your marketing team can use the built-in reports to study details of your engagement with all your audiences zoho social can be integrated with zoho crm to push leads based on audience engagement such as a like or comment which contains a keyword this slide shows a web form named inquiry form which allows you to capture interested tourist information directly from the website in the crm built-in automation in zoho crm plays a major role in managing and streamlining your business and sales operations this slide shows how we can keep track of conversions in zoho crm using nodes attached to each record from qualification of a deal to deal closure the sales pipeline helps sales executives nurture each lead and close deals successfully once a deal is won the accounting cycle comes into play and this can be managed with the help of zuha books zoho books offers the retainer invoice feature which allows you to manage advanced payments which can be applied to the final invoice this slide shows the retainer invoice credits which can be applied to the final invoice as mentioned earlier the screenshot shows a partially paid invoice using retainer invoice credits this slide shows you the fully paid invoice this is an integrated business flow where all the operations we discussed so far are merged into one unified process similarly the applications supporting these operations can be integrated for optimal data synchronization all these applications are available on their own or you can get them as a bundle in zaha one we also offer bundles specific to sales marketing finance operations and more i hope that this helps you understand more about the software options available to help you manage your entire business process thanks so much raj we hope this was useful for you to understand how zoho's products can help you automate any business process if you're still wondering exactly how you can use zoho to streamline your business let us take a look at your processes and create a similar plan you can contact zoho concierge for free using the link in the description below thanks so much for joining us we'll see you next time