5 Ways a CRM Can Help Your Travel Business Productivity

Importance of CRM

Customer Relationship Management is a very useful tool for small scale travel businesses. Since companies need software to develop their business, using a CRM is the right move. But you need to know how to use a CRM in the right way before you start expecting benefits from it. So, you need to understand how you can use your CRM in the best possible way. Here is a list of the 7 most important things you should do with your CRM to make it give value to you:

5 Factors Which Show the Importance of CRM in Tourism Industry and Enhance Productivity

1. Orient

The first thing you should ask yourself is why CRM is important. As a small business, you may not have more than 5 or 10 employees. This works in your favor since it can help your overall uptake. What you need here is an instruction course. This can be done by you on your own or you can get professionals for the job. Of course, you need to understand each individual’s needs and how they will be using the CRM. Only then can you create a strong presentation and walk through for them.

Further, you need orientation modules within the CRM itself. For the most part, any CRM service provider will provide a general introduction via tutorial modules. However, this may not be enough particularly if your workforce has never worked on a CRM before. In that case, you should consider getting them individual walkthroughs or at least team-based walkthroughs. This will help them in the collaboration that the CRM will demand in the long-run.

When looking for complete orientation, consider that opting for a dedicated manual so that any new employees can get oriented as well. Ideally, this should be part of the CRM help section which can be accessed any time. You may want to restrict access to these pages as well for security purposes. Having these orientation pages and modules will help your business get used to the CRM quicker. While true proficiency is a matter of time and practice, getting the right start can work great for most small business owners.

2. Optimize

Optimizing CRM strategy for travel agency demands that you understand how it works. As a business, you want to get the most from your business technology. However, this can only happen when you understand how you are going to use the CRM integrally with your business processes. The best way to factor this into your daily work is to get integral work going. If you have implemented a CRM during peak season, then you should be able to see how it works and how you can streamline things very easily. On the other hand, if you’ve acquired it during off-season then you are going to have time to practice it out. Mock sales calls and data handling is a good way to develop proficiency with the CRM and optimize it for your purposes.

Now, if you’ve chosen a reliable CRM service provider, then you are going to have a feedback loop. For the most part, you should stick with making minor alterations to your CRM interface yourself. Adaptive CRMs allow you to manage your software interface in your own way. So, you can place modules in it as you like. This gives you the chance to work versatile and yet be effective.

With that said, this should not be applicable to all workers. Having different methods of working will needlessly complicate things and reduce collaboration efficiency. So, you can have the same interface setup based on what you are working on and this will enhance your overall proficiency. As a result, you can further optimize your entire working process.

3. Synchronize

In a word, synchronizing is streamlining taken to the next level. The importance of CRM in the tourism industry lies in, is that it enhances CRM-based collaboration. The simplest way of doing this is to work the CRM and see how you can integrate different features and functions. Once you have a clear view of how you can work together on it, you can start synchronizing. Here are a few examples of how this can be done.

When you need to start making sales in your business, you can have the account manager(s) provide sales execs with the right data. For this, they can either grant access to database segments or they can give data chunks from the database itself. In both cases, work synchronization and process planning will be required. Your CRM will obviously play a huge role in this entire process since you can mediate all tasks through it.

As a business owner or manager, you want to get this synchronization working perfectly for you. Doing this requires understanding how your CRM functions and what you can do with all its modules. For example, lead generation requires identifying opportunities, converting them into leads and then successfully turning them over into business.

There are many other processes in the CRM which can be synchronized like task management, email marketing, business analytics and reporting etc. The key idea is to work the software smoothly and make doing business easier for you. As you go along using the CRM, you will discover these ways and then you can implement them into your CRM strategy.

4. Develop

As you go along using your CRM, you will find that you can develop it to suit your needs better. Any CRM will offer you some degree of modification. As a company, you should take advantage of this and customize the way you use it.

How CRM improve sales has primarily to do with creating hierarchy. This depends entirely on you as a business owner to do. You can let your account managers keep administrative rights or you can do that yourself. The access rights overall will determine how much functionality your workers can get from your CRM.

Now, when you are developing your working process with a CRM, you may find certain things could work better for you. This demands that you either change your methodology or you simply get plugins or modifications. Most CRMs are not capable of core customization but you can speak to the company if you need custom modules.

For example, if you would like to use a dedicated suite of business analytics other than Google’s then you may need a specialized plugin. This may come at a price but it will serve you better in the long run. So, as you are operating your business you may discover certain requirements and consider meeting them with additional enhancements.

5. Scale

When you begin using a CRM, you will find your business growing quick. This happens to all users who are using it right. The simple activity of streamlining sales tasks and customer relations is highly beneficial. Over time, you will find that you need to scale your business. This will be predicated on how much response you are seeing from the market. Naturally, you will want to capitalize on the opportunities present. To do this, you need to scale your business process and your core CRM functions accordingly.

Now, when it comes to scaling, your business needs may be generic or specific. They may require specific solutions which come at a cost or they may demand simple enhancements like getting more disk space. You need to figure out what your CRM strategy for travel industry. The simplest answer is to get your CRM service provider to consult you on your needs. Just tell them what you are looking for and they will tell you the best place to make enhancements. They will also tell you how much physical enhancements you need.

One final word on scaling – when you look at it, look for the long-term. If you make enhancements in small bits, then you will be spending more as a business. This is only viable when you are on a really tight budget. This also affects your overall uptake period and results in short operational redundancies which make a big long-term impact. So, when you consider how you want to enhance your CRM, think for the longer spell. Even if you don’t project everything right about your business and the market, you can make minor alterations and get more value.

Where Can You Get the Best CRM for Your Business?

TutterflyCRM is one of the most proficient travel industry CRMs in the market. We offer a complete suite of features which help you grow your business and derive the business you want. It combines features with the best performance factors and lean development modules. This ensures that you can work in the best possible way and grow your business ideally. Further, TutterflyCRM showcases why CRM is important has dedicated functions which make it ideal for travel agencies of all types and sizes. If you want to get a top-quality CRM, then contact us now!