Customer relationship management (CRM) is essential for travel agents. To book clients efficiently, a system designed to handle everything from booking to commissions is necessary. However, not all systems are designed for the specific needs of the agent, and some include unnecessary features that make it more challenging for agents to do their jobs.
For travel agents booking Disney clients, nothing is better than a CRM explicitly designed for Disney client bookings. With systems that include features like auto-filled travel quotes, travel agents get all they need and nothing they don’t. What’s more, CRMs designed for Disney clients are capable of bookings outside of Disney with related interests, such as clients for Universal Studios.
In addition to including tools for itinerary management, the best CRMs for Disney travel agents are also user-friendly and affordable. Without unnecessary features, you’ll only pay for the features you need, allowing you to save while making day-to-day work much more manageable. For more information on what the best CRM for Disney Travel Agent employees look for in their customer relationship management tools, continue reading below.
The best CRM for Disney Travel Agent employees is simple.
Disney travel agents want to make booking and commission tracking as simple and convenient as possible. They’re looking for all the tools they need to send quotes, assist clients, and manage itineraries without features they don’t need. The best CRM for Disney Travel Agent employees will contain a simple CRM dashboard setup with the most common tasks accessible and the rest listed within a drop-down menu.
Send and organize travel quotes seamlessly.
Disney travel agents need an intuitive system to anticipate the necessary functions for sending and organizing travel quotes. Agents are looking for a simple interface with designs that make booking and itinerary management easy. The best CRM for Disney Travel Agent CRMs for Disney travel agents will offer conveniences like:
- Adding new clients to a booked group
- Sending off travel quotes for every client using auto-filled fields
- Obtaining client payments for deposits and final payments
- Changing the status of a quote after clients make payments
- Sending more than one quote to a client simultaneously
- Tracking commissions for all itineraries
Handle specific itinerary management requests in real time.
The best CRM for Disney Travel Agent workers will incorporate itinerary management features that can add changes in real time as requests come in. Dining reservations, notes on transportation, allergies, and other essential updates can be sent to clients via email. Notes on reservations and travel can also be added within the itinerary management section so clients stay aware of these changes as they occur.
Simplify travel agency work with the best CRMs for agents.
The best CRM for Disney travel agents will accommodate remote and on-site travel agents. With only the features they need, agents don’t have to pay more for unnecessary functions that make work harder. Simplify the process for easy and effective travel agent work by using the best CRMs for Disney travel agents.