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.