Effective CRM for Travel Agencies

Bpm’online – revenue-boosting CRM software for travel agency industry


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Benefits of CRM for travel companies

Over the past few years, travel industry has highlighted a need for active implementation of new working strategies to help meet consumers increasing demands. Although we live in the digital transformation era, most of the travel businesses these days are still dependent on manual workflow or use basic technologies like the MS Office tools. These takes a lot of valuable time and resources that could instead be placed in revenue-generating activities.

In 2018, responding to client’s individual needs and values is of the utmost importance no matter what type of business you are running. To stay competitive in an oversaturated marketplace, it is highly recommended that travel agencies implement reliable CRM systems that automate routine tasks, standardize business processes and ensure end-to-end integration. Utilizing CRM system is the best way travel agencies can concentrate its services, business processes and staff on the acquisition and retention of loyal customers.

By using CRM software, travel organizations can effectively cover all the necessary business activities serving their clients on time and from the very beginning. Here are the five benefits of a good CRM software may empower you with:


Improved sales processes and sales volume increase


Unified database for the information on the travel agents, staff members, customers, leads and other important data


Tools to control guided workflows such as average profit per sale, marketing campaigns, stream of new customers, etc.


Instant and real-time access to the extensive database with business partner information


Access to databases from portable devices, tracking sales activities even when you are on the go with the help of mobile app

Top reasons why businesses choose bpm’online travel CRM

Bpm’online travel CRM automates the entire cycle of a travel agency business. What makes bpm’online stand apart from all the other CRM solutions is the fact that it offers robust features that help users find what happens to their clients throughout various stages of the sales process. Being scalable and flexible, it perfectly meets the changing needs of the travel market. Thanks to the custom product configuration, users can easily manage all the necessary tasks of tourist companies, including the following:

  • Handling prospect clients
  • Registering interests
  • Processing different types of tours

Another advantage of bpm’online CRM system is that it minimizes client hesitation by leveraging behavioral data – delivering the right message to prospects at the right time has never been easier! Bpm’online CRM system provides remote updates and instant synchronization, keeping all the vital information in one central place. This feature is especially beneficial when several team members collaborate with one client or on the same project.

Bpm’online travel CRM is the ideal choice for travel agencies that strive to reduce technology costs, improve their marketing productivity, boost sales and increase customer loyalty.

Stay ahead of the competition with intelligent bpm’online CRM!

Explore the full spectrum of features bpm’online travel CRM offers

Effective marketing processes

Bpm’online marketing has all the necessary tools for capturing and tracking leads through a broad range of sources. Add leads from different sources into the single database in a matter of seconds. Let bpm’online marketing automatically verify the data, create a new contact and guide you through the entire process of lead management. Easily create and manage both multichannel and multistage campaigns, conduct deep analytics on their effectiveness and change them in a few clicks. Manage your email marketing processes with the help of visual content designer and robust personalization tools. Users may also take advantage of intelligent segmentation to develop a truly personalized approach to your customers.

Comprehensive sales management tools

Bpm’online sales delivers end-to-end sales processes so that users can effectively manage the complete customer journey – from lead to order, and continued account maintenance. The software provides travel agents with ready-to-go sales processes that guide them through the most effective actions to make the most of their sales pipeline, minimizing missteps and boosting results. With bpm’online sales, analyzing the company’s performance at each opportunity stage, assessing conversion between the stages, evaluating pipeline integrity and comparing the pipelines by individual sales reps or departments is easier than ever before!

Full-cycle service management

With bpm'online service, travel agents can easily manage customer requests and automate service operations by following pre-defined processes for customer care excellence. Users can easily track all client requests in a single view no matter what channel they came from: phone, email, chat, social network or customer portal. Bpm’online service allows you to create a single database of all accounts and contacts your employees work with and build a 360-degree view of your clients. Collecting vital client data via multiple channels, keeping track of communication history, analyzing your client database to identify new opportunities – all this operations ensure continual service improvement.

Bpm’online was named a Leader in The Forrester Wave™:
CRM Suites for Midsize Organizations, 2016.
In addition, bpm’online has been recognized as a Strong Performer
in The Forrester Wave™: Sales Force Automation Solutions, 2017,
The Forrester Wave™: Lead-To-Revenue Management Platform Vendors, 2016;
The Forrester Wave™: Customer Service Solutions For Midsize Teams, 2017
and The Forrester Wave™: Dynamic Case Management, Q1 2018.

Bpm’online has been named a Challenger in the Gartner Magic Quadrant for Sales Force Automation, 2018, 2017, 2016 and the Gartner Magic Quadrant for CRM Lead Management, 2017, 2016; recognized in the Gartner Magic Quadrant for the CRM Customer Engagement Center, 2018, 2017, 2016, 2015, included into the Gartner Magic Quadrant for Intelligent Business Process Management Suites, 2017 and Gartner Magic Quadrant for Enterprise High-Productivity Application Platform as a Service, 2018.

Nucleus Research consecutively positioned bpm’online in the Leaders Quadrant of the Nucleus CRM Technology Value Matrix 1H 2018 for its unprecedented agility to modify processes on the fly.

Ovum, one of the leading global technology research and advisory firms worldwide, has Bpm’online named among the world’s top 10 CRM vendors in latest Ovum CRM Decision Matrix. Bpm’online has been recognized for its process-centric approach and intuitive platform.

CRM Magazine, the leading publication of the industry, recognized bpm'online as a Leader in the Midmarket CRM Suite and Sales Force Automation categories, as well as named the One to Watch in the Enterprise CRM Suite in the CRM Market Awards 2018. This is the fourth year in a row that bpm'online made it onto the leaderboard in the Midmarket CRM Suite category, with superb scores all around.

bpm’online has been honored as Gold Stevie® Award Winner for the Best Relationship Management Solution of the Year in the 11th Annual International Business Awards. Winners were selected from over 3,500 nominations.

In 2015 for the second time in a row bpm’online is selected as ISM Top 15 CRM Award winner by, ISM Inc., Customer-Centric Strategic Advisors. The company is positioned as a leader in the fast-paced CRM industry.

Bpm’online received a 2015 CRN® Enterprise App Award for its bpm’online mobile CRM application. Bpm’online’s mobile app was selected by a CRN editorial panel based on a combination of critical factors including functionality; suitability to task; ease of use; innovation; and potential value to solution providers, their customers and the market in general.

Bpm’online has been named as Leader in CRM Software and Business Process Management Grid® Reports by G2 Crowd, Summer 2018.

Bpm’online named a CRM Watchlist 2016 winner among the top global CRM vendors.

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