How can a great reporting tool benefit your travel agency or tour operator?

Now that you have a 360-degree view of your customers, and have set up various automation processes along the customer journey, you should ensure that the system you are onboarding has a booking engine, and that it does not only have a set of prebuilt reports but is also able to generate reports as and when you want them. More importantly, the numbers on the report should be reliable and accurate.

What should your new travel CRM system take care of?

In our experience, we have come across so many user-friendly lightweight systems, where because you just can’t rely on their numbers, you must spot them and try to avoid them manually. On the other hand, there are systems where reports and dashboards can be scheduled to be sent to you or the relevant members of the team. You should be able to produce CAA reports and all other relevant financial and legal reports, along with marketing and sales reports with a few clicks of a button.

Being able to manage your reporting tool yourself and personalise the report figures is indispensable. Various departments and individuals will require different types of reports, including information relevant to their own role. Therefore, it is important for individuals to be able to generate meaningful reports that are both easy to generate and understand. Actually, you will be surprised to hear that a lot of travel businesses are not using, measuring, or analysing their insights. That common mistake is due to a lack of time and efficiency. 

What will these insights help with?

These insights will also be beneficial in helping you to negotiate with your different suppliers. Use your reporting tool to create accurate reports. Show your suppliers the number of travellers you brought to one particular supplier, how much did they spent, how many times a year you are using their services, etc… All these pieces of information will allow you to negotiate as much as you want with your contract terms, payment terms and so on. 

It will also enable you to measure client behaviour, likes and dislikes. Check to see who is going on holidays, what is the best period for you for promoting certain destinations, depending on the age, sex, situation, etc. Gone are the days when you were not paying attention to insights! Basically, you can do pretty much everything: hotel bookings summary, air ticket booking summary, air companies used reporting, etc.

When you start using a great reporting tool your business overview and perspective will become clear and logical immediately. When you start looking for a new travel CRM system ask for a bespoke demo. Ask to see the different values, figures, periods in the reporting tool – things relevant to your travel business. Make sure you can create, measure and send a report with a click of a button.

Make things possible with travel technology 

Without this knowledge about travellers and destinations trends, you could potentially miss some sales opportunities. As explained in this article, one of the things you can now do is deal with the future. Now, with travel technology, it’s possible to predict your sales on your Travel CRM solution. 

Sugati Travel CRM uses a really powerful reporting tool and it is easy to use. We will be pleased to show you a demo of our travel CRM solution if it’s of interest. The team at Sugati is getting ready to help your travel business understand your needs. Request a demo to what our fantastic Salesforce solution for travel agents has to offer.