Estimated reading time: 3 minutes
What's in this article:
- How does it work?
- Good to know
The Advanced CRM Solution technology enable you to manage all of your user, customer and staff information in one member database.
Many travel technology solutions will require you to export your user data to a third party Customer Relationship Management (CRM) system, but with our technology, there's one built into the platform.
Our Advanced CRM Solution provides you with an easy to use database, for all of your users.
You can filter by user type:
You can search for individual users, update their account details and review a wide range of information about them.
How does it work?
Open the CRM and find the user/s that you're looking for
Review, edit and update the user account details
Click "Save" and the account information will be updated immediately
Good to know
The CRM Solution stores and displays the following information about each user:
View/Edit Profile – Here you can add more personal details, link their social media and upload a profile picture.
Agent Settings – You can link a member to an affiliate site. Useful for those that utilise the Advanced affiliate system in the Advanced features pack. You can also create and assign credit limits here. Each credit statement shows the orders placed, payments made and created date.
Notes – Here you can add notes to the member for future reference.
Travel Management – You can add FOID (Form of Identification) details here and link members together.
Security – Here you can assign the security level of each member. It is easy to remove and assign permissions. You can also disable memberships.
Newsletters – You can check whether the member has signed up to receive newsletters or opt them in/out from here.
Enquiries – Lists the enquiries submitted by this member.
Orders - You get an overview of all the orders this member has placed. Clicking the order reference will take you straight to Order Management.
Quotes – Here you can see the quotes that have previously been sent. Selecting one will take you to the quote in more detail in the Agent desktop.
Points – This is where you assign reward points (credits). You can see and approve all of the purchases made that include points.
Searches – This is an overview of all the searches this member has made on the site. As well as a small summary you can click the Web Reference and you will be directed to the enquiry in the Enquiry viewer.