Hi,
Would anyone please advise or suggest how I can set up my crm. My company is an online travel company. We deal with companies who sell their hotel rooms on our platform. We also deal with customers who book the rooms from our platform.
I need help on how we can use the CRM.
We are constantly looking for more hotels to sign up so when we get a hotel contact information, we follow up with it until we finally sign them to our platform. Some might refuse but most agree so the outcome is either won or lost.
Then we have customers who usually call, email or chat with us. We like documenting every customer interaction. We get a lot of repeat customers so it helps to always pull the customers interaction history with us. There is no wining or loosing of accounts. its just for interaction purposes.
My question is, would anyone in here have a suggestion of how best we can use the CRM system. We connect customers to suppliers so we need both customer and supplier account information in the CRM. What is the best way to separate the two in CRM.
Should they be leads, deals, companies.... please help. Your suggestion is highly appreciated.
Would anyone please advise or suggest how I can set up my crm. My company is an online travel company. We deal with companies who sell their hotel rooms on our platform. We also deal with customers who book the rooms from our platform.
I need help on how we can use the CRM.
We are constantly looking for more hotels to sign up so when we get a hotel contact information, we follow up with it until we finally sign them to our platform. Some might refuse but most agree so the outcome is either won or lost.
Then we have customers who usually call, email or chat with us. We like documenting every customer interaction. We get a lot of repeat customers so it helps to always pull the customers interaction history with us. There is no wining or loosing of accounts. its just for interaction purposes.
My question is, would anyone in here have a suggestion of how best we can use the CRM system. We connect customers to suppliers so we need both customer and supplier account information in the CRM. What is the best way to separate the two in CRM.
Should they be leads, deals, companies.... please help. Your suggestion is highly appreciated.