topic [Travel Agency] Create Dashboards for Sales Team in Dashboards & Reporting

[Travel Agency] Create Dashboards for Sales Team

NadyaEqab — Mon, 23 Sep 2024 13:53:54 GMT

Hello, We are new to hubspot and I am trying to create the best dashboards for a team of 5 to work on.

We are a travel agency that specializes in expiditions. We sell group trips and customized programs, we do NOT sell tickets.

I am trying to build the CRM to catch leads and sales and showcase the stages of sales as well.

An example of our main business is we have 12 announced group trips in which anyone can register. The registrations process is a cycle with stages until the person actually travels. We also have a retention plan after he or she comes back.

Those that don't complete registrations are also leads that we would like to have the information stored.

Would appreciate the help!

Many thanks,

Nadya

Re: New to Hubspot!

EWood — Thu, 29 Dec 2022 00:02:10 GMT

@NadyaEqab , happy Wednesday!

Welcome to the HubSpot Community. Excited to have you here 😊

It sounds like your request would be best addressed by some of our data management and reporting experts. @franksteiner79 , @jforte @ChrisoKlepke do you have any starting insights for @NadyaEqab?

You may also consider checking out the solutions directory in your portal and developing a relationship with a parnter service to help you get you sales process and reporting built out.

Hope this helps!

Elyse

Re: New to Hubspot!

jforte — Thu, 29 Dec 2022 10:58:20 GMT

Thanks for mention @EWood.

@NadyaEqab with this "An example of our main business is we have 12 announced group trips in which anyone can register. The registrations process is a cycle with stages until the person actually travels. We also have a retention plan after he or she comes back" in mind, it's easy to understand that you want to build a structure to manage 2 diferente things.

1. Acquisition
Build a prospect journey through acquisition to being a customer ready for expansion. Some of the things you need here

Hubspot Forms Embed in your website
Create a property called Marketing Qualified Date to be able to diferentiate a Lead from an MQL (the criteria could be something simple as Leads are the ones that convert into your content and MQLs the ones that convert on your sales forms).
Set your acquisition and conversion channel
Create a property to qualify/reject MQLs
Create a deal for each group trip with those stages you mentioned above
Create association labels between Deals <> Contacts in order to set the main contact of each channel.

This way you'll be able to (1.1) have enough data to replicate acquisition strategies, to understand which step failed in the prospect journey and also if the conversion rate of each stage is increasing or not (From lead to customer).

2. Retention

Ofc you should build a simple lifecycle structure that we'll send marketing emails to your customers on a time-frame basis, this is quite important but not enough. If your retention pipeline is a big % of your revenue stream you should be proactive with them because it's way easier to seel something to someone that already knows our brand. For that some random ideas:

Create a pipeline or a stage for customers ready for expansion
Build Sales alerts everytime the main contact of a deal that had the last group trip for more than X days (you know your business you define that) engage again with your brand (hubspot has a property for that).
After those alerts being sent to your team they need to have a specific sequence to reconvert
Launch popups and chatflows segmented for those customers (with discounts, live chat, ...)

And than track everything in specific dashboards.

I hope this helps @NadyaEqab anyway for the first topic I've made some articles that could help you set the structure you want, thank a look and share feedback on that thread 🙂

Level 01 • How to customise the original source data - Done

Level 02 • Build a multi-touch linear model - Done

Level 03 • Set your flexible Hubspot structure - WIP

Re: New to Hubspot!

CJenkins82 — Thu, 05 Jan 2023 06:22:54 GMT

welcome to the community.