Travel planning is a competitive business, and niche markets like Disney vacations are no exception. For this reason, Disney agents must have an efficient workflow to be successful. They face some unique challenges that are associated with the Disney destination, not encountered by agents who sell other vacation packages. These challenges often occur at the client management level and at the operational level.
One of the best possible solutions for addressing these challenges and for providing enhanced client relationships is the use of a Customer Relationship Management (CRM) system that is specifically designed for Disney travel agents. A good Disney travel CRM can streamline workflows and drive sales. What do the best CRM for Disney travel agents offer? We’re glad you asked…
An efficiently constructed customer relationship management platform enables Disney travel agents to run their businesses on a centralized system. They find all client interaction (emails, phone calls, texts, etc.) and all client bookings (that is, all unique, special, and often complicated requests) in the CRM.
The Basics of CRM Systems
Given the many moving parts in a Disney trip (and the many ways a client can interact with that trip before, during, and after), the CRM offers a clean interface that agents can use to find information with far greater ease and speed than otherwise possible.
The Ease of Automated Features
Disney travel agent CRMs have a significant feature: automation. They take care of essential and necessary tasks for agents to ensure their time is spent in more meaningful ways. Because in the end, if a CRM can do most of the tedious-but-necessary tasks and do them well, without the need for the agent to be involved, that agent can then serve more clients, and therefore, earn more money.
Enhancing Employee Collaboration
Furthermore, the best CRM for Disney travel agent can enable better teamwork and collaboration among the members of an agency. When a company has numerous consultant who interact frequently with clients, a CRM is almost a necessity. It allows the shared access to client profiles and bookings.
It creates a structure through which all members of a team can easily communicate with one another, leaving almost no opportunity for “lost in translation” scenarios. Because a CRM makes client-facing notes and updates easily accessible for every member of a team, the chances of losing business as a result of confusion or insufficient information is greatly reduced.
Data and Analytics Features
CRM systems also provide excellent reporting and analytics capabilities. The best reporting tools in the world (which can be part of a CRM or stand alone) have little value to an organization with poor processes. Disney travel agents (who work all over the world) use CRM systems.
However, if an agent uses a CRM with standalone reporting tools, those tools are accessible to the agent only if he or she has a strong process in place – otherwise, the tools are unhelpful and underutilized.
Implementing the Best CRM for Disney Travel Agent into Your Travel Consultation Business
The ideal customer relationship management system can hugely streamline the workflow of agents who plan Disney vacations. Of course, the simplest (and best) possible work process is the best, because it allows agents to turn their full attention to the vacation-planning decisions that their clients have trusted them to make.
