PARTNERS and CLIENTS ON THE MAP
IN CRM
All travel agencies and other partners are shown on the map
BRIEF:
Client: International Travel Operator
Problems:
1. There are different systems used for each task (the partner database is stored in its own CRM, tour reservations come from special web service, managers use Bitrix24). There is lack of a single interface for convenient information processing.
2. The routine work of generating vouchers is not automated - managers prepare them manually, it takes a lot of time.
3. The need of detailed reporting.
4. Internal communications process needs to be optimized.
Tasks:
- Organize a migration to the Bitrix24 system: transfer partner base from current CRM to Bitrix24, i.e. have all clients in Bitrix24
- Receive reservations with booking tours in Bitrix24 from the global booking system
- Generate travel vouchers directly in CRM and send them to clients
- Set up custom reports in CRM for CEO and managers
- Automate business trips planning for managers
- Organize system of internal communications for team of hundreds employees
bitrix24 case study
how it works now?
Bitrix24 case study
PLANNING OF BUSINESS TRips and meetings, VISITS TO PARTNERS
The customer regularly meets with his partners.
To conveniently plan such events and create reports on them, a task is created for the manager, where all regional partner travel agencies are added.
This functionality is implemented using the application Maps Mobile (Install for free).
PARTNERS and CLIENTS ON THE MAP
fast trip and visit PLANNING
An employee clicks on the labels on the map - and the selected company address is included in the itinerary checklist
OPTIMAL ROUTE
Based on the start point - Company address, Location, Other address - the navigator generate the best way to visit all addresses
VISUALIZATION OF CRM OBJECTS, reports
Location monitoring, logistics, analysis of the geographical partners and reservations distribution
BITRIX24 CASE STUDY
VOUCHER GENERATION (DOCUMENT CREATION)
One of the most important business processes of our customer is creation and issuance of vouchers.
VOUCHER CREATION
When a Deal enters a certain stage, a document is created according to a template, where data from the booking card is inserted into empty fields. In the voucher document, both the already filled-in fields from the Deal (full name of the tourist, data on his trip, reservation and departure number) are recorded, and new fields are created according to special rules. These include:
- Voucher Number;
- Date of voucher issue.
The manager can also manually start document creation - just need to click "Generate voucher" and the new document will be created.
UNIQUE VOUCHER NUMBER AND CONTROL OF THEIR ISSUE
Each voucher is assigned a unique number generated according to a certain logic: it encrypts the departure date, a sequential voucher number with reference to the amount of the reservation. The system knows how many vouchers were created on a particular day and assigns them the correct numbers. Each date has its own voucher.
For example, vouchers for 3 bookings departing on June 8, 2021 will have the following numbers - 01 (voucher number) 08 (day) 06 (month) 21 (departure year), 02080621, 03080621
AUTOMATIC email TO THE CLIENT
The voucher is stored in the Deals and is sent by a template email to the tourist, according to a certain temporary rule. For example, 2 days before departure.
Managers don't need to
enter information manually
Automated reminders
for managers
are set to specific dates
One-by-one automatic creation of tasks from templates helps employees work faster and systematically
An internal record of the issued vouchers is kept -
they all fall into a special database with a convenient search and filter
CRM REPORTS
There are special report templates that load data from CRM.
Filters by various criteria work inside the reports.
internal communications system
In order to develop the internal communication of the company,
the following settings were implemented:
Quick search for employees by company structure, city, contact information
Upgrade of the Feedback (news) functionality according to the requirements and wishes of the customer
Implementation of a section for communication between employees and top-management. This section allows any employee of the company to contact the management directly.
Development and implementation of a module for automatically congratulating users on their birthday (with the congratulations publishing in the live feed and sending wishes to the employee's e-mail).
Portal integration with the previous personal data storage system in order to automate the upload of information about departments and employees to the Bitrix24.
To involve the company's employees in the active work in Bitrix24, we prepare instructions for using the portal and train teams.
After the successful implementation of Bitrix24, it became easier to exchange information between empoyees and perform team tasks.
Now finding employee in the system has become faster and easier. And the functions of direct addressing to management and personal birthday greetings increase employee loyalty to the company.
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