Travel CRM

Role: UI, UX Designer |  Studio: TravelLiker

Travel CRM is flexible enough to create custom workflows that incorporate the particular travel requirements. This will enable user to create custom plans, discover travel partners, organize travel plans and manage booking details. User can manage everything from itinerary to travel documents on a single dashboard.

Business GoalS

  • Improved sales metrics

  • Increased customer satisfaction and retention

  • Measure and track customer value

Wireframe

Draft idea for App and website by using pipeline to show customers’ status, there are 4 main features, we’d like to focus on:

  1. Pipeline Management

  2. Sales Analytics

  3. Sales Process Automation

  4. Cross-sale Management

Pipeline Management

We decide to use pipeline format for tracking customers’ status. The system will update their status each time a lead moves on to the next stage in the pipeline. If you see that leads are getting stopped up in one particular stage, you can investigate what to address in order to keep them flowing through each stage at the right pace.

Sales Analytics

Every contact will have their own analytics based on their consume record. Amount, quantity and destination data will be included. It helps us to develop the most suitable campaign with personalize interactions. Armed with so much insight into who each lead is, they can cater to their needs, pain points, and interests.

Sales Process Automation

Once we get the email from customer with specific keywords, for example, date and location, the system will automatically generate related information, such as, the price of flight ticket and hostel recommendation.

Cross-sale Management

After searching the flight ticket details, wifi rental and travel insurance will be the customer additional, related, products. Sales team could edit real time quotes based on customers’ sales history and data. They are able to learn from the past and forecast the future through historical data, while predictive analytics makes use of insights from big data to anticipate future customer behaviour.

Conclusion

In this project, I learn a lot from transferring business value analytic into data so that sales team can easier understand customer behaviour and set the marketing strategy. Besides, admin and sales team let me understand their pain points while they are using CRM, we come up with which process can be automatically and more flexible. But this system isn’t launch yet, we’ll see if there is any fine-tuning after the development.