Communication with your customers (both Agents and Guests) is critical to the success of your business. To communicate effectively, it is important to understand their preferences, and your history together. This requires recording and tracking information before, during and after the sales cycle. Centralising your customer data and managing customer relationships becomes simple and effective.
Before you look at the specifics of your CRM – you must determine what information you, as a Company, want to learn about your Agents and Guests: what information should be recorded; where; in what format; and by whom?