8. Choosing The Best CRM For Your Business with Ashlyn Puckett
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 Hustle culture is so outdated - working smarter, not harder is the goal!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:
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
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