Written by: Bonnie Lee
If you are saying to yourself, “I love anything Free, but what is a CRM?” Let’s start with defining exactly what a CRM or a Client Relationship Management tool is and what is it’s purpose.
Have you ever wondered how/why you get a birthday card from one sales person you have worked with in the past and not from another? The answer is simple good sales people have a robust CRM that reminds them of all the important dates in YOUR life, quickly and easily. Personal touch marketing never ends. It’s the perfect way to remind your clients that you appreciate their business and their referrals.
When is the best time to start a CRM? If you are new to travel, TODAY is the perfect day to start. If you’ve been in travel for a while but have no actual method or CRM, TODAY is a perfect day for you to start as well. It is never too late to begin.
Our system is called AgentMate. It’s the perfect answer to FULL client management. Managing your client list from day one is a definite ingredient for success in in any business. AgentMate lays the questions out for you to easily follow when building a client profile. Tab from field to field, and fill in the blanks, it couldn’t be easier, and when it comes to reservations and invoicing, the sky’s the limit for entering data and pulling your data later in the perfect report.
One of the great things about AgentMate is that YOU are in the command when it comes to the data that gets entered, as much or as little as you want
Here’s a quick look at some of the hot buttons that AgentMate includes.