CRM Consulting & Setups
Optimize your travel company’s efficiency and enhance customer experiences with our specialized CRM consulting and setup services, tailored specifically for the travel industry’s unique needs.
Why use CRM SOFTWARE FOR A TRAVEL BUSINESS?
The Ultimate Tool for Building Strong Customer Relationships
You know you can save time by using a CRM and automating some processes, but the research and setup is overwhelming.
You are getting leads, and your inbox is overflowing. Every day, you’re on sales calls, your calendar is full, leads are falling through the cracks, and you don’t know who’s going to book the next trip.
You’ve looked for a travel CRM before and tried a few and it didn’t work. Time, money, and energy were wasted. You now have commitment issues with trying it again even though you know it’s what is needed.
It’s time to talk to someone who has used multiple CRMs in the travel industry. Someone who can help you choose the right one for your business, set it up using best practices, document how to use it and train your team.
Are you ready for seamless traveler journeys, automated workflows, and predictable results?
WORK WITH US
CRM Services for the Travel Industry
CRM Strategy & Action Plan
Navigating the world of travel software can often feel like plotting a complex itinerary through uncharted territory. Are you ready for a guide who can provide the map and compass to help you reach your destination?
We will audit your existing software as well as your sales and trip delivery process to determine if you can make better use of what you have, are ready for automation, or should consider new software.
What’s Included
- 2-hour Intake & Consultation Session + Recording
- Custom Software Recommendation(s) – what to keep, add or stop using
- Custom Implementation Plan with Detailed Tasks & Resources – for DIY or delegating to a team member, usually 5-7 pages with interactive checklists!
- 1-hour Action Plan Review Call – ensure clarity for execution!
- 1 Month of Email Support – answers within 2 business days for 30 days
$995 CAD
Done-for-You CRM Set Up
Get a tailored solution for your travel business. We understand your needs, set up your CRM software, customize features, and assist with data migration and integration. Our training ensures efficient and automated management of your business processes. Trust our custom CRM setup for streamlined operations.
What’s Included
- 2-hour Kick-off Call
- Configure all backend business/user settings
- Managing client data export & import with list cleaning before import
- Creation of 1 custom sales pipeline + stage based automation
- Contact profile customization (custom fields set up, max 100)
- Creation of 1 custom lead capture form (if software allows on chosen plan)
- Creation of 5 advanced (multistep) automations such as welcome emails, post trip emails etc.
- Connect applicable Integrations
- Custom SOP Documents – 5-10 depending on complexity
- 8 Hours of Team Training for 2 team members (add team members for $75 per session)
- Tech support via email throughout the project
CRM setups are designed to be 6 months in duration to allow for setup, training and team adoption.
Why CHOOSE PEAK FLOW OBM?
Over 10 years of CRM setup experience in the travel industry.
Specialized Industry Knowledge
A certified Online Business Manager with over 20 years of travel business experience managing 7-figure teams. Paired with 10 years of group tour leading, outdoor guiding, accommodation management and maintaining memberships with organizations such the Adventure Trade & Travel Association and Women Travel Leaders.
Proven Track Record
With years of experience under our belt, we’ve helped diverse travel businesses plan implement CRM software. From set up to training, our team knows how to ensure you get the right pieces in place so your team can work smarter and faster while increasing your customer experience .
Tailored Strategies
We work closely with our clients to identify their unique needs and tailor our solutions accordingly. CRM set ups require deeply understanding your processes and where to add automation so we can tailor a plan to take you from where you are now, to where you want to be.
Our partners
Best CRM’s for the Travel Industry
our clients
Travel Businesses With New Improved & CRM’s
our process
A Simple Process for Big Results
With our meticulously designed CRM setup, you can reclaim more than 10 hours every week. Experience the convenience of streamlined processes, easy access to lead and client information, and purposeful automation that seamlessly supports your day-to-day tasks.
1. Capture
Understand your current process, team needs and gather contacts and content.
2. Organize
Plan out the new process, automations, templates & SOP’s.
3. Build
Set up the account, pipelines, automations, import contacts, and test.
4. Train
Host training with SOP’s to ensure the team knows what to do.
5. Support
Provide ongoing refinement, training, and tech support to ensure full adoption.
our RESULTS
Real World Examples
Configured Existing CRM to Streamline Workflows
“Katie made this process so much easier for our team and not just to set the CRM up but also to help us clarify pipelines and processes. We now have a more organized workflow through CRM implementation.”
~ Veselka, Founder & Lead Guide