TIQUE Talks

8. Choosing The Best CRM For Your Business with Ashlyn Puckett


Listen Later

A customer relationship management (CRM) platform is one of the most important tools for a small business. There seem to be so many to choose from, yet it's hard to find one that is capable of EVERY function needed for business. Each CRM has its own strengths and weaknesses. The key is deciding which one is best based on what's most important to you; whether it be reporting, client communications, or task management.

 

In this episode, we are joined by our community director and resident CRM expert, Ashlyn Puckett, to discuss what goes into choosing the best CRM for your business. Ashlyn was previously the Client Experience Manager for Exploratory Travel and now manages all of Tique's workflow implementation. She is also a TravelJoy and Travefy guru, and an absolute ray of sunshine!

 

As an online business owner, it is extremely important to make sure your business is organized and optimized. Hustle culture is so outdated - working smarter, not harder is the goal!

 

THE LEGAL PAIGE:

Contracts for travel advisors 

 

Today, we will cover:

  • (04:45) All about workflows, client communication and automation
  • (05:49) Traveljoy vs Vacation CRM
  • (15:20) Legal protection throughout different points of your workflow
  • (19:34) Dubsado and managing your CRM on the go
  • (21:13) The importance of being able to incorporate your branding
  • (25:01) Integration of itineraries and proposals
  • (41:45) Invoicing capabilities
  • (47:55) Tech updates and cost
  •   

     _____

     

    JOIN OUR NICHE COMMUNITY: www.tiquehq.com/niche

    FOLLOW ALONG ON INSTAGRAM: www.instagram.com/tiquehq

    CHECK OUT OUR SERVICES & PROGRAMS: www.tiquehq.com

    ...more
    View all episodesView all episodes
    Download on the App Store

    TIQUE TalksBy Robin Bradley and Jennifer Jacob

    • 4.9
    • 4.9
    • 4.9
    • 4.9
    • 4.9

    4.9

    96 ratings


    More shows like TIQUE Talks

    View all
    The Amy Porterfield Show by Amy Porterfield

    The Amy Porterfield Show

    4,573 Listeners

    Travel Agent Chatter | Friday 15 by Host Agency Reviews

    Travel Agent Chatter | Friday 15

    78 Listeners

    TravelPulse Podcast by TravelPulse

    TravelPulse Podcast

    125 Listeners

    MTM Travel - The Fun Side of Points & Travel! by Shawn Coomer & Mark Ostermann

    MTM Travel - The Fun Side of Points & Travel!

    333 Listeners

    Modern Travel Agent Podcast by Modern Travel Agent

    Modern Travel Agent Podcast

    16 Listeners

    Humans of Travel by TravelAge West - Hosted by Emma Weissmann

    Humans of Travel

    39 Listeners

    The Folo by Travel Weekly by Travel Weekly

    The Folo by Travel Weekly

    14 Listeners

    The TIN Lounge by Korrine Johnson & Theresa Chu-Bermudez

    The TIN Lounge

    37 Listeners

    The Lounge with Travefy Academy by Travefy Academy

    The Lounge with Travefy Academy

    9 Listeners

    Masters in Travel by Whitney Shindelar and Brianna Glenn

    Masters in Travel

    81 Listeners

    Trade Secrets Podcast by Travel Weekly and TravelAge West

    Trade Secrets Podcast

    30 Listeners

    Strategic Travel Entrepreneur: Business Tips for Travel Agents/Advisors, Travel Agency Owners, and Travel Business Owners by Rita M. Perez

    Strategic Travel Entrepreneur: Business Tips for Travel Agents/Advisors, Travel Agency Owners, and Travel Business Owners

    23 Listeners

    Travel Marketing & Media ® by Sandra McLemore

    Travel Marketing & Media ®

    40 Listeners

    7 Figure Cruise Business by Korrine Johnson

    7 Figure Cruise Business

    22 Listeners