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KEY ACTIVITY & PROCESS: HOW CAN TRAVEL AGENCIES RECOGNIZE POTENTIAL LEADS WITH THE HELP OF CRM AND HELP DESK SOFTWARE?

How It May Be Happening?

Travel agencies are often burdened with several daily tasks like booking and managing travel rides, trips, services, etc. Managing all day-to-day activities can become cumbersome if not addressed efficiently. For example, most travel agents still rely on traditional methods to manage their daily operations like using excel sheets to store booking data, manually entering all the customer details, etc. Due to this, travel agencies may not be able to give sufficient time to the sales and marketing of the agency, leading to low sales and revenue.

What Are The Issues And Challenges In Current Process?

Since travel agencies are working with numerous customers and neck-to-neck competition, they may face many issues and challenges. For example, improper client bookings, disappointing customer satisfaction, less attention for consumers, low sales, and agents may sometimes lose track of important travel documents as well. These are among the few issues and challenges encountered by the travel agencies. In order to help their agency grow and overcome these issues efficiently, travel agencies must have CRM software integrated with a help desk solution. This will allow travel agencies to capture quality leads, track their progress through the sales funnel, close deals faster, reach out to their customer instantly, and drive more sales and revenue to the agency.

How Does Gridlex Zip Help Improve This Process?

Gridlex Zip all-in-one CRM and customer service help desk software allow travel agencies to have a 360 degree of their clients and team. Gridlex Zip offers a comprehensive platform to travel agencies where they can track details of customers, manage customer data, track positive aspect of sales process, maintain payment records (mode of payment, date of payment and transaction codes etc), booking history reports, real time visibility of customer billing, goals and forecast of future business activities, and many more. Through Gridlex Zip integrated omnichannel support, travel agents can send emails, create follow ups, send SMS Text, and make calls to their customers instantly.


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