This week’s Friday 15, we're welcoming Katie from Tern! Let’s have some fun, plus some questions to discuss this Friday at 12 pm CST. Join us!

1. I’m just getting started and trying to wrap my head around using a CRM, but I’m honestly not sure what I should actually be tracking in it day-to-day. Right now, I have client emails, trip details, and notes kind of scattered across different places. What are the most important things a travel advisor should be tracking in a CRM to stay organized and not let things fall through the cracks?
2. There are so many tools out there, and I feel like every time I turn around there’s something new I “should” be using. How do I actually evaluate whether a tool is solving a real problem in my business versus just adding another layer of complexity or something else to manage?
3. I feel like there’s a lot of pressure to use all the latest tech as a travel advisor, especially when I’m seeing what others are doing online. From your perspective, what’s something advisors often think they need technology for, but in reality, it might not be necessary or the best use of their time early on?

RESOURCES:

1. CRMs - https://hostagencyreviews.com/travel-agency-software/category/crm
2. https://hostagencyreviews.com/page/har-wired