1 Introduction to Customer Relationship Management
Traveltek's Customer Relationship Management (CRM) Advanced allows the agent to create a complex customer profile from client information, and to rapidly retrieve and update customer, enquiry and quote details, ensuring informed and supportive customer service, and effective marketing. It also features advanced customer, enquiry and operator conversion reporting.
The main records in the CRM are customers and enquiries. A customer is a specific person or business that you are selling to: an enquiry is information the customer has requested, normally the results of a travel search.
When a customer contacts the Agent the response to the enquiry is largely handled through the Enquiries dialogue. If the enquiry is set as the active enquiry, it can be managed through a menu provided on the Enquiries bar below the Navigation bar. There is also a dedicated Customer menu available through the More menu.
