CRM implementation in a travel agency - Word Travel
Company WORD.TRAVEL specializes in organizing trips and booking travel, but rapid business growth has revealed the need for better customer management and booking processes. Implementing SalesWizard CRM allowed the company to automate the handling of inquiries, streamline the team and increase sales efficiency.
- Industry: Tourism
- Problem: Contact handling and customer relationship management
CRM needs in travel agencies
Travel agencies operate in a dynamic environment where effective management of bookings, payments and customer contacts is crucial. Without the right tools, organizing these processes can be time-consuming and error-prone.
Challenges of travel agencies
1️⃣Reservation management – High number of inquiries, need to synchronize availability of places and dates, manual confirmation of reservations.
2️⃣Payment processing – The need to monitor payments, remind customers of deadlines, issue invoices and handle various forms of payment.
3️⃣Offer management – Updating travel packages, adjusting offers to changing market conditions.
4️⃣Communication with the customer – The need to respond quickly to inquiries, personalize offerings and maintain interaction history.
CRM functions used by Word Travel
SalesWizard CRM has allowed us to organize the entire customer service process - from the initial inquiry to the finalization of the booking. By automating the sending of offers and reminders, we have more time to contact customers and better personalize proposals. This is a huge change that has translated into increased sales and more satisfied travelers.
Konrad Orlowski
Owner
How we helped implement SalesWizard CRM at travel agency Word Travel
Agency Word Travel is engaged in organizing tours and customized travel packages. As the company has grown, a challenge has arisen in handling the growing number of tour requests, sending offers and maintaining effective communication with clients. Implementing SalesWizard CRM allowed the company to automate key processes and streamline the team’s workflow.
Word Travel’s top challenges
📌Handling tour requests – The large number of inquiries required an efficient system for recording and tracking them.
📌 Sending proposals – The need to quickly generate and send tailored proposals to customers.
📌 Automated notifications – The need for reminders about payment deadlines, reservations and important documents.
📌 Communication with the customer – Lack of a unified system to manage contact and interaction history.
How has the implementation of SalesWizard CRM helped?
✔ Centralization of inquiry handling – CRM has made it possible to automatically assign inquiries to counselors and track the status of each case in one place.
✔ Automatic shipping of offers – the system generates offers based on customer preferences and allows you to send them quickly without having to manually prepare each document.
✔ Reminders and notifications – The CRM automatically sends reminders about payment deadlines, documents to be completed and travel details. This keeps customers informed, which has significantly reduced the number of requests for basic information.
✔ Integrated communication – Email and SMS history is available in one place, allowing seamless customer service without having to sift through different tools. In addition, the system records whether a customer has opened an offer, allowing advisors to respond and conduct follow-ups more efficiently.
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