We are an international travel agency, and promote several trips a year to our customers.
Currently we ask each customer to submit a form for each teip they come on, which then gets pulled into View.
But our Views only see latest trip details and not historic form details.
Is there another way to do this? Do other travel agents do this a different way? Is it more efficient to use tickets or deals?
thanks!!!
Hi @BelgiumSun
we have customers in your industry
and the ideal scenario is to have each Trip opportunity (sales conversation) as deals
and then you get to have a custom object (Enterprise requiered here) for the Trip itself, where you can put all the trip info, amount of people, date, venue, hotel info, flight info. This is more advance but really solves for you type of business.
But if you want to start easier, just jump into using deals.
hope this helps
Hi Maria,
Thanks for your answer, I don’t think we can step up to the Enterprise version yet (although it sounds great for all the flexibility). Do you think we can still use Deals for our trips on the Marketing Hub Starter package we are on?
Thank you for your help!
When managing travel agency operations, showing trips in your CRM can definitely be a challenge. Here’s a suggestion: you could use a custom field or a notes section in your CRM to track details of the trips, including flights. For instance, if your system allows, you might want to add fields specifically for flight information, like flight numbers, dates, and types of flights.
A travel agency can showcase a trip by creating visually appealing content that highlights the destination’s unique features. Photos and videos of scenic landscapes, local attractions, and cultural experiences can capture potential clients’ attention, sparking their desire to explore, much like the thrill of riding Honda bikes on scenic roads.
Additionally, providing detailed itineraries and clear pricing information helps travelers understand what the trip includes. Highlighting exclusive experiences, accommodations, and transport options, such as the option to explore destinations on Honda bikes, adds value, making the package more attractive. Testimonials or reviews can reassure clients of the agency’s reliability.
Setting up each trip as its own record or using custom fields for things like flights, hotels, or activities might be a better move. At least, that way, you can keep track of everything—past trips and future ones—without losing important info.
A travel agency can showcase a trip by highlighting the destination’s charm with vibrant images and a clear itinerary. Include details like accommodations, activities, inclusions, and pricing. Add testimonials and offer limited-time deals to entice travelers. Ensure the presentation is visually appealing and ends with an easy call-to-action for bookings.