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- Travel Agency CRM
- Implementation
How a Travel Agency CRM rollout works
Set up one client trip cycle before expanding the agency's use.
Agree ownership
Name the consultants, sales manager, proposal reviewer and operations coordinator for the first cases.
Prepare client data
Load an organization, client accounts, contacts, team members and package products.
Rehearse a trip
Create an opportunity, add lines, qualify it and record follow-ups.
Review a proposal
Run Record Travel Proposal on a draft, then inspect its independent decision, approved status and action receipt.
Close and inspect
Record a won or lost outcome and compare the pipeline with the case history.
What the customer provides
Bring representative account and contact records, an active package catalog, a sample itinerary reference and the people who can make decisions. Agree who owns prices, opportunity values and proposal review. Include a case that needs correction as well as a straightforward case.
Changing it afterwards
Review the first operating cycle with the people who used it. Update ownership, views and process instructions when the team finds a handoff that is hard to explain from the record. Rehearse a changed case before extending the setup to more client work.
Set up Travel Agency CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.