Welcome to the first episode of the Summer Tech Series! Over the course of the summer months, Robin and Jennifer will be interviewing tech founders to share about their platform, their favorite features, as well as the future of their systems. They will also be interviewing founders of tech companies that are revolutionizing how founders research and book their travel.

This episode kicks off the series by breaking down which factors to consider when selecting a CRM for your travel business. Jennifer explains the need for customization and adaptability to niche, as well as the integration capabilities of the CRM with other systems. Robin highlights the significance of client communication and documentation, emphasizing the importance of organization and thorough tracking. The ladies also discuss the challenges and limitations of reporting and metrics in CRMs, as well as the importance of accessibility, particularly through mobile capabilities. If you’re in the market for a new CRM, tune in for advice on what to look for when choosing the right one for your business!

Today we will cover:

(03:40) Customizing a platform to make it work for you
(07:30) Choosing a User-Friendly CRM
(10:40) The ability to integrate with other systems; email, calendar, payment processor
(14:45) Current development of travel CRM platforms
(21:00) Tern’s responsiveness and Customer Service Excellence
(25:00) Importance of Organized Client Documentation
(27:15) Evaluating When to Switch Software Platforms
(30:40) Valuing Client Investments
(34:20) Critical Importance of CRM Security and Data Backup
(37:05) Enhancing Business Insight Through Reporting and Metrics
(39:15) The Complexities of a CRM App for mobile accessibility

CLIENT COMMUNICATION TEMPLATES

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SEMI CUSTOM BRAND KITS

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Listen to Episode 70:

Which Numbers REALLY Matter In Your Business?

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76. Summer Tech Series: Factors To Consider When Selecting A CRM

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