A great travel CRM is a flexible solution

One of the key features that a buyer should be looking for a travel technology solution is flexibility. For example, as you start using the travel CRM system, you may come to realise that it would be great to be able to adjust certain components or elements on the travel system, in order to make it more user-friendly. Having such flexibility would definitely be a great bonus. 

What does user-friendly mean? 

Gone are the days where you need a specific programing language to make changes to the system. If you are speaking to a potential vendor who requires you to invest your time and money in for the below updates, we recommend you seek alternatives. It shouldn’t cost you a body part to be able to do simple things such as:

1. Create a new field
2. Change the page layout
3. Create workflow rules
4. Build reports  
5. Create a dashboard
   

You will say that this approach seems difficult if you are a sales manager, marketing specialist or a financial director. I understand that. Actually, you shouldn’t need to approach developers to do all of these things, and the system should be flexible enough for you to be able to make the necessary changes.

Consider a user-friendly travel CRM solution, and make sure you are able to change everything you need, when you need to change it and how you need to change it. What makes the difference is really how easy you feel the system is to use. 

What about the back office functionality?

In terms of back office functionalities, a great travel CRM software enables you to create simple things that simplify your daily tasks, such as reminders, system-wide prompts, and task management (monitoring the workload and assigning tasks to an individual). These must be out of the box features.

Once again, these things have to be simple for you to change and automate. When choosing your travel CRM technology, ask for the training program. Make sure you are not buying a travel system that you will not be able to use. Your travel technology provider will have to provide either video training or in-person training, to help you start using your dream solution. My advice would be to opt for a technology vendor that provides in-person training. Talking with the technical team face to face and asking questions directly is always beneficial to your understanding.

At Sugati Travel CRM we always ensure we help you to use your travel CRM solution. Since Sugati Travel CRM is based on top of Salesforce, we do provide in-person or remote Salesforce training as well as documentation, and full access to training videos. We look after you before, during and after Sugati setup installation. We help you to become a Sugati expert and make sure you are able to use the system and change things on a daily basis if needed.