Extended CRM — is an ability to combine online booking engine with managing relationships with your clients within single platform. Starting from Release 7.1 GP Travel Enterprise allows to do both! With Extended CRM set of modules you can:
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Loyalty
A loyalty program is a special marketing tool that helps a company to establish long-term relationships with its customers and to turn them into frequent buyers. For instance, by using this tool you can stimulate direct sales and offer cumulative loyalty programs to your tourists.
The essence of such programs is that for each booking made through your company tourists earn a certain number of points. When a particular amount is scored, they can get a bonus or a present, which motivates them to book through your company next time.
Configuring a loyalty program for your customers
Cumulative loyalty programs are designed for the tourists making purchases through your B2C-website. To configure a program,
On the Clients menu, click Sales settings.
Go to the Loyalty tab.
Click Create. The New loyalty program window appears.
Enter the name of the program and configure loyalty point terms by using the
configuration tree.
Suppose you would like your tourists to earn 10% of the total price of your services in loyalty points. For this you only need to set loyalty points to 10% for all services.
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If you want to set up complex rules for loyalty points accumulation, for example, rules varying with a supplier, type of service, or destination where it is rendered, you can configure them using the detailed term configuration tree.
Loyalty points can be accumulated and calculated as a fixed amount or as a percentage of the total price.
5. Click Save.
Next you have to connect the new loyalty program to the B2C-website. For that,
On the Clients menu, click Sales settings and go to the B2C Settings section.
Select the respective В2С and go to the Contract tab.
Click the Loyalty tab and choose a loyalty program to use on the B2C-
website.
Loyalty points are accumulated in the currency that you specify in the B2C settings upon the connection of the loyalty program. If the currency you specify is different from the system currency, the system recalculates the loyalty points on the basis of the cross-rate between these currencies. From now on the tourists that book services via this website will earn points according to the terms of your loyalty program.
??? Accumulating bonus points
Travelers can see the amount of loyalty points for each travel product while searching services on the website.
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After the service is booked the amount of loyalty points is automatically saved in the traveler’s personal account and in the system.
??? Paying with bonus points
Starting from the second booking a traveler can use the loyalty points for payment (assuming that all the necessary settings have been preconfigured in the system). On the payment stage the traveler will be asked whether to use the points right now or keep them and accumulate more for future bookings.
When you use loyalty points, they are automatically converted into the money equivalent according to the system settings. The amount to be paid is a total sum of booked services excluding money equivalent of the loyalty amount.
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Classifications
Extended CRM Classifications — allow you to:
Mark your clients as VIP / high / low / normal priority;
Classify your clients depending on their industry and company size;
Differentiate potential and actual clients.
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To configure classification for a client,
On the Clients menu, click on Agencies/Distributors or Corporate clients.
Choose the client.
In the field Industry, specify the necessary one.
In the field Company size , specify the number of employees.
Click Save.
Opportunities
Extended CRM Opportunities — allow you to handle “big deals” with potential clients. Thus you can participate in tenders for corporate travel management or hold negotiations with large Agency chains and within the system reflect the current status of each such opportunity and assign who is responsible for it.
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To configure an opportunity,
On the Clients menu, click on Agencies/Distributors, Corporate clients or
Private clients.Choose the client.
Go to Opportunities tab a click Create.
In the Opportunities menu specify all the necessary information.
Click Save.
Campaigns
Extended CRM Campaigns — allow you to manage marketing campaigns. Thus, you can plan what steps towards gaining new clients you’re going to undertake, what is the allocated budget and who is responsible for each campaign.
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To configure a campaign,
On the Marketing menu, click Campaigns.
In order to create a new campaign, click Create.
Specify all the necessary information.
Click Save.
History of Communications
Extended CRM History of Communications — is the way to have full knowledge on your clients and relationships with them. With this module you can:
Record all calls and meetings held with your clients;
Plan and send arbitrary mails to your clients directly from the system;
Have reminders on home page about upcoming events;
Get quick and easy access to history of all previous communications with regards to certain client, opportunity or reservation.
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Analytics
Extended CRM Analytics — gives you full overview upon your clients including average trip budget, preferred locations, categories and more. With this analytics you can have better understanding what can be proposed to each company.
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Subscription for marketing e-mails
There’s possibility to specify who from your clients should receive marketing e-mails. You can use this option to organize mass mails.
To activate marketing e-mails,
On the Navigation menu, point to Clients, and click Private clients. The Private clients page appears.
Choose the client. Click Settings and then Edit.
Activate Receive marketing e-mails option.
Click Save.
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