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Customer Data Management: Collecting and organizing customer information, including contact details, interactions, and purchase history.
Sales: Streamlining sales activities such as lead management, opportunity tracking, and forecasting.
Customer Service and Support: Managing customer inquiries, complaints, and support requests to enhance customer satisfaction.
Analytics and Reporting: Analyzing customer data to gain insights into customer behavior, preferences, and trends.
Manage Promotions and Credits: Review and manage Contact Promotions and Travel Credits.
Softrip CRM Overview Video
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Customer Definition
Customers are defined as the Travel Agencies. They are the bucket in which users will associate the travel agents (contacts) working for that agency.
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Travel agencies can operate as brick-and-mortar businesses with physical offices or as online agencies with a virtual presence. They act as intermediaries between travelers and travel service providers, aiming to simplify the travel planning process and enhance the overall travel experience for their clients.
How to Create a Customer Record video
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Contacts Definition
Contacts are defined as either 1) Travel Agents that are associated to a Travel Agency (customer) or 2) Passengers that exist on a reservation within the Softrip application.
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The ability to view all customer and contact details on one screen from reservations can help staff with providing better customer service, viewing both past reservation history details, special requests, and more. To enable this option, please contact Softrip if users are unable to view the CRM from reservations. |
How to Create a Travel Agent Video
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How to Create a Contact Video
Manage Customers—Overview
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Access the CRM
Search for the Contact
Select the plus (+) sign on the Promotions/Account Credits Section
Search for an existing promotion to apply to the contact. Note: New Contact Promotions cannot be created here. Users will only be able to search for existing promotions that have been previously created on the contact promotions screen.
Set the status to active to ensure the contact is able to redeem the promotion Note: Contact promotion statuses can be set to Active, Expired, Pending, and Redeemed. Statuses such as expired and redeemed will automatically be applied through the system when a contact has redeemed a promotion or a promotion is expired based on the dates associated to it.
Enter any applicable overrides to the promotion such as the price, the valid book dates and the valid departure dates. Note: Updating the price and book dates under the contact promotion does not override the original promotion. The updates will only apply to the promotion assigned to the contact.
Select Save
Special Requests/Preferences
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