vCRM is the customer relationship manager giving visibility to what customers are requesting and agents are providing.
- CRM system allows all agents to manage all customer information in one central location.
- Seamless integration with the search system so no duplication of passenger details for booking process.
- To maintain a clear and easy channel of communicating quotes to customers.
- All customers automatically get assigned a customer ID and all quotes also have unique ID’s.
- Provides full accountability by maintaining a complete history of each quote sent to customers, including all travel details.
- Auto creation of TARSC files once quotes have converted to booking.
- Ability to allocate quotations to different members of staff.
- Integration with VoIP platform for all agents signing up to Vertical VoIP solution.
- Intensive customer profiling. Includes contact details, family details, contact preferences and all previous enquiries and quotes.
- Full integration with Tarsc and the Search system.
- Ability to create quotes and dynamic documentation and email to customers.
- Ability to create a Tarsc file by the click of one button.
- Send customers an E-Business Card.
- Different branding.
- Use different contact details specific to Brand.
- Quote template documentation.
- Customer Mandatory fields, surname, forename, email address, post code or telephone number.
- Restrict agent visibility to only their Customer database.