About Josh Zuker Travel

The travel company Josh Zuker Travel is situated in Frankston, Victoria, Australia. Josh Zuker founded the business, which focuses on providing clients with individualized travel experiences. The business received the Express Travel Group ‘Agent of the Year 2019′ award in recognition of its exceptional service. Josh Zuker Travel is renowned for its professional yet individualized approach, making sure that customers’ travel requirements are handled with care and attention to detail.

Challenges

Josh Zuker Travel previously had set up and used Zoho CRM themselves, but they realized that they weren’t using it to its full potential. They were manually creating and using separate to-do lists for tasks. This meant the team was wasting valuable time creating contacts in two systems or deleting unnecessary information. Josh Zuker Travel realized that they needed expert help to streamline their systems and get the most out of Zoho as the Zoho partner Josh Zuker Travel chose to help them.

Solutions

First, the Squirrel Business Solutions team cleaned up the CRM. They reviewed and removed irrelevant or unnecessary fields. Changing the standard field names in the CRM made them more relevant and aligned with the language used in the industry and business. Cleaning up the agent home screen layout made the system more user-friendly and tailored to provide an overview. Furthermore, custom Zoho modules that did not fully support business processes were eliminated. Instead, Views and Segments were used in the CRM to provide updates on the status of customer bookings.

Josh Zuker Travel utilized Zoho Activities instead of external to-do lists so that they had automated, easy-to-follow task lists. Additionally, they received automatic reminders from within the system to complete important tasks like tracking tickets or passports without missing important events. Moreover, all activities were recorded in the Zoho system, which ensured transparency and clarity. It allowed the team members to access the customer bookings and take care of them on time.

With Zoho CRM, Josh Zuker Travel could review the content and design of customer emails as well as create additional automated emails to send to customers at key moments. As a result, customers are updated on the progress of their bookings at every stage through emails. Zoho CRM has a power integration capability which allows them to integrate IMAP emails between CRM and Gmail so that all emails sent between customers and agents are visible in CRM. This resulted in getting a comprehensive view of the history of all communications.

Benefits

Thanks to Zoho CRM, Josh Zuker Travel could leverage a unified system with consolidated information in one place instead of using multiple information across multiple systems. Thus, it allowed them to eliminate duplication and discrepancies between systems as well as taking time to manage multiple systems.

Zoho CRM supports the automation of processes which eliminates manual processing and human errors. Josh Zuker Travel’s administrative processes are streamlined and automated so that they could save time and money to handle unexpected issues as well as optimize resources. Moreover, with streamlined and fast processes, Josh Zuker improved his professional image and increased salesman satisfaction.

Zoho CRM caters to the different working styles of the team by providing the option to use pop-up alerts in Zoho for reminders instead of email alerts. This enabled them to work quickly and efficiently with Zoho Activities. With Zoho CRM, the sales team could enhance the frequency and quality of communication with customers.

With tailored emails on Zoho CRM, Josh Zuker could send friendly emails to customers to notify them at every stage, helping them feel nurtured and reassured throughout the process.

Through the advanced Zoho CRM, Josh Zuker has delivered exceptional service and constant communication, which aimed to keep customers informed and reassured at every stage of their booking. The Zoho partner brought a streamlined and optimized Zoho CRM system so that Josh Zuker Travel had more opportunities to enhance service and communication with customers.