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“CRM 102: Setting You Up for Success”

May 6 @ 1:00 pm EDT - 2:00 pm EDT


Presented by: Richard D’Ambrosio, – Retail Editor, Travel Market Report


It’s not enough to get excited about using software like Customer Relationship Management (CRM) tools to enhance your sales and profits. Once you decide that you want to incorporate more CRM strategies into your business, you need to begin planning for success. If you aren’t capturing and tracking the most relevant metrics and setting up internal processes to build a robust database, you’ll quickly find yourself frustrated. In this session, Richard D’Ambrosio will walk you through the thought process (including a free handout) so that you can incorporate CRM into your current platforms and design client profiles that suit your business and your growth strategies.

About the Mastering CRM, 3-part Series

For too many travel agents, Client Relationship Management (CRM) remains an elusive, and seemingly “expensive” concept. The majority of agents avoid acquiring and engaging with CRM tools that could enhance their sales lead generation and produce more sales from their existing client base.

In this three-part series, Richard D’Ambrosio will illustrate the core business-building benefits of good CRM skills, debunk CRM myths that may be preventing you from supercharging your agency’s marketing and sales, and help you build a business plan to produce a return on your investment.


Webinar Sign Up

This session qualifies for 2 CEUs.


May 6
1:00 pm EDT - 2:00 pm EDT
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