Travel Tours CRM Sales Report & Business Intelligence
Analyze, Review & Improve Sales Performance
Travel Tours CRM Sales Report module is a powerful business intelligence tool that helps management team to analyse complete sales performance. The report engine is dynamic, flexible & easy to use such that users can take customized report as per business requirements.
- Powerful Reports Builder
- Visual Dashboards & Funnels
- Automatic Daily Email Reports
- Reports on Excel, HTML, PDF
Lead Reports & CRM BI Reports
Marketing Channel Performance
Source wise lead count along with status. Filter data based on dates, source, status, etc.
User Wise Lead Status
User wise lead count along with status. Filter data based on dates, source, status, etc.
Lead Ageing Reports
Leads that are not updated for the last 3 days & beyond are shown with ageing details.
Lead Escalation Reports
Leads are assigned to user, but the user has not called or created any activity on the lead for the last 3 days.
Lead Activities Reports
Sales team's calls, visits against a particular lead along with status, date & time.
Sales Funnel Reports
Sales Funnel report based on lead status. The sales funnel shows the details of sales conversion ratio.
Sales CRM Reporting & Business Intelligence
User Wise Sales Bookings
User wise Sales Bookings along with stages & expected close date.
Bookings Ageing Reports
Bookings that are not updated for the last 3 days & beyond are shown with ageing details.
Sales Forecast Report
Forecast Sales for this month, quarter or year based on sales bookings expected close date.
Bookingsy Activities Reports
Sales team's calls, visits against a particular bookings along with status, date & time.
Bookings Stage & Probability
Prioritize bookings based on stages and probability of closure.
Sales Funnel Reports
Sales Funnel report based on bookings status. The sales funnel shows the details of sales conversion ratio.
Sales Activities Reports & Business Intelligence
Daily Visit Report on Email
Sales Managers will automatically get daily sales team visit report in email.
Daily, Weekly Productivity Report
View sales team call/visit counts on daily, weekly basis to measure productivity.
Telecaller Performance Report
Report to review daily new calls, follow up calls made by telecalling team.
Overdue Activities Reports
Reports on overdue activities that are not completed beyond due date/time.
Sales Calls, Followup Reports
Daily new & follow up calls report used by telecalling team for daily calls.
Detailed Activity Report
Complete activity details including name of customer, nature of activity with remarks.
Reporting Engine Salient Features
Powerful Reports Builder
Customize reports or create new reports as per your business requirement using report builder.
Visual Dashboards & Funnels
Turn your reports into visual representations like chart options ranging from pie charts to funnel graphs.
Automatic Daily Email Reports
Schedule a report to run automatically at regular intervals. You can schedule a report daily, weekly, or monthly.
Business Intelligence Reports
Generate dynamic pivot table reports to view month wise, week wise data & drill down for further analysis.
Customized Reports
All reports are customizable as per your business need, you can clone existing reports for quick customization.
Reports on Excel, HTML, PDF
View reports, filter data and export the same in html or csv or pdf for external analysis.
Travel CRM Software Salient Features
Lead Automation
Automatically capture leads from Lead Portals like Tripadvisor, makemytrip, etc...
Sales Leads
Travel, Tour & Hotels Business Specific Lead screen to capture customer interests
Sales Opportunities
Manage customer opportunities & send proposals with opportunity values.
Product Masters
Product Master to maintain product information such as product name, type, description.
Site Visits, Sales Calls
Plan, Assign & Track outcome of site visits. Daily report on Site visits along with mobile GPS location.
Telecaller Performance
Measure telecaller performance by tracking new calls & follow up calls, Site visits.
Partner Master
Maintain Partner Master with contact details, commission's details. Track leads till bookings.
Client Communication
Send automated SMS, Email communications. Send personalized wishes to customers.
Up & Cross Selling
Upsell & Cross Sell other related services such as Hotel Booking, Bus Booking.