CRM: a powerful tool for travel, meeting and event management
From the experience we have in Rovi, with a travel and event manager developed within the CRM, éeste has become the work engine for many reasons:
As in almost all CRM tools, budgets are assigned and a flow of authorization of expenditure is available.
-It also contains a event master, from which we give indications to users and explain what services can be requested.
-The system facilitates the control of compliance with the código ético and the travel policy, preventing unauthorized events from being attended or services from being requested that do not comply with certain parameters.
In addition, the management process is really efficient:
-Once the services have been authorized, they “travel” automatically to the agency's reservation system where they are assigned a locator, which is returned to the CRM.
-Each subsequent exchange of information or quotations between the agency and the applicant is recorded and dated in the system, so it is possible to track and audit them.
-The travel documentation is automatically hosted in each service. The user receives an e-mail with a link to the service from where he/she can download the documents or consult the messages. We have gained a lot of productivity with this improvement. The email had become a black hole that ate up work time.
All these status changes are recorded with date, which allows us to analyze the management status of each service and detect possible delays or incidents. In addition, we can calculate management deadlines objectives, analyze the compliance of the SLA and detect the problematic points of the process in which there are usually bottlenecks.
The process of expense control and accounting has also been optimized:
-The pre-invoiced amounts are stored in the CRM, allowing a control of price deviations against budget and final invoice.
-The system assigns an ID to each service requested (airline ticket, accommodation, etc.), allowing traceability from the time it is requested until it is accounted for. This provides great transparency and control. The expense of each travel service accounted for is perfectly identified and detailed in the CRM and users know it. We have no surprise invoices or unforeseen expense deviations.
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