TIQUE Talks: The Business Podcast for Travel Advisors

76. Summer Tech Series: Factors To Consider When Selecting A CRM

21 May 2024

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Welcome to the first episode of the Summer Tech Series! Over the course of the summer months, Robin and Jennifer will be interviewing tech founders to share about their platform, their favorite features, as well as the future of their systems. They will also be interviewing founders of tech companies that are revolutionizing how founders research and book their travel. This episode kicks off the series by breaking down which factors to consider when selecting a CRM for your travel business. Jennifer explains the need for customization and adaptability to niche, as well as the integration capabilities of the CRM with other systems. Robin highlights the significance of client communication and documentation, emphasizing the importance of organization and thorough tracking. The ladies also discuss the challenges and limitations of reporting and metrics in CRMs, as well as the importance of accessibility, particularly through mobile capabilities. If you’re in the market for a new CRM, tune in for advice on what to look for when choosing the right one for your business! Today we will cover: (03:40) Customizing a platform to make it work for you (07:30) Choosing a User-Friendly CRM (10:40) The ability to integrate with other systems; email, calendar, payment processor (14:45) Current development of travel CRM platforms (21:00) Tern’s responsiveness and Customer Service Excellence (25:00) Importance of Organized Client Documentation (27:15) Evaluating When to Switch Software Platforms (30:40) Valuing Client Investments (34:20) Critical Importance of CRM Security and Data Backup (37:05) Enhancing Business Insight Through Reporting and Metrics (39:15) The Complexities of a CRM App for mobile accessibility CLIENT COMMUNICATION TEMPLATES tiquehq.com/client-communication-templates SEMI CUSTOM BRAND KITS tiquehq.com/semi-custom-brands Listen to Episode 70: Which Numbers REALLY Matter In Your Business? _____ JOIN OUR NICHE COMMUNITY: tiquehq.com/niche FOLLOW ALONG ON INSTAGRAM: instagram.com/tiquehq CHECK OUT OUR SERVICES & PROGRAMS: tiquehq.com

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3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

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TIQUE Talks: The Business Podcast for Travel Advisors

76. Summer Tech Series: Factors To Consider When Selecting A CRM

This episode hasn't been transcribed yet

Other recent transcribed episodes

3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

13:00H | 21 DIC 2025 | Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

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