vCRM

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.

Customisation Features

• 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.