Call Center Agent

INTRODUCTION

Horus Rising is a tour host that works with an Egyptian licensed tour operator. As we

are now receiving more tour requests than we can manage, we want to simplify our

processes and automate as many steps as possible, in order to take on more business

and allow it to grow.

As our type of business is a little different to a standard sales business, we have slightly

different requirements for the CRM to help us reduce the time it takes to service each

guest or tour.

Aside from the Guest Profile, we will need to have a profile for each tour which contains

important information that will feed through to the guest profile (for reports, the

dashboard, and automated email responses. As all of our tours are different in costing -

even the deposit amount and due date for final payment, having an area to set up the

tour profile will help provide the correct information for guests payments.

Generating invoices is also very important - and would like this to be a very simple

process, instead of manually typing all the information into the invoice. We should have

the option to manually edit fields, before sending a PDF copy to the guest. It is

important that the invoice is in PDF format, so that it cannot be altered and so everyone

can open the file - even if they don’t have a Microsoft office.

GUEST REGISTRATION AND COMMUNICATION WORKFLOW - FOR

DEVELOPMENT

ACTION REACTION METHOD NOTES

Guest registration received

through website

Automated Email, Save to

CRM

Notification of new registration

to be sent to Admin team and

Select Egypt. Registration

information saved into CRM

automatically, and the system

then sends the registration

confirmation template email for

the specific tour that the

guests have registered for.

Registration confirmation Automated CRM to send Automated email that is

Requirements

INTRODUCTION

Horus Rising is a tour host that works with an Egyptian licensed tour operator. As we

are now receiving more tour requests than we can manage, we want to simplify our

processes and automate as many steps as possible, in order to take on more business

and allow it to grow.

As our type of business is a little different to a standard sales business, we have slightly

different requirements for the CRM to help us reduce the time it takes to service each

guest or tour.

Aside from the Guest Profile, we will need to have a profile for each tour which contains

important information that will feed through to the guest profile (for reports, the

dashboard, and automated email responses. As all of our tours are different in costing -

even the deposit amount and due date for final payment, having an area to set up the

tour profile will help provide the correct information for guests payments.

Generating invoices is also very important - and would like this to be a very simple

process, instead of manually typing all the information into the invoice. We should have

the option to manually edit fields, before sending a PDF copy to the guest. It is

important that the invoice is in PDF format, so that it cannot be altered and so everyone

can open the file - even if they don’t have a Microsoft office.

GUEST REGISTRATION AND COMMUNICATION WORKFLOW - FOR

DEVELOPMENT

ACTION REACTION METHOD NOTES

Guest registration received

through website

Automated Email, Save to

CRM

Notification of new registration

to be sent to Admin team and

Select Egypt. Registration

information saved into CRM

automatically, and the system

then sends the registration

confirmation template email for

the specific tour that the

guests have registered for.

Registration confirmation Automated CRM to send Automated email that is

Benefits

INTRODUCTION

Horus Rising is a tour host that works with an Egyptian licensed tour operator. As we

are now receiving more tour requests than we can manage, we want to simplify our

processes and automate as many steps as possible, in order to take on more business

and allow it to grow.

As our type of business is a little different to a standard sales business, we have slightly

different requirements for the CRM to help us reduce the time it takes to service each

guest or tour.

Aside from the Guest Profile, we will need to have a profile for each tour which contains

important information that will feed through to the guest profile (for reports, the

dashboard, and automated email responses. As all of our tours are different in costing -

even the deposit amount and due date for final payment, having an area to set up the

tour profile will help provide the correct information for guests payments.

Generating invoices is also very important - and would like this to be a very simple

process, instead of manually typing all the information into the invoice. We should have

the option to manually edit fields, before sending a PDF copy to the guest. It is

important that the invoice is in PDF format, so that it cannot be altered and so everyone

can open the file - even if they don’t have a Microsoft office.

GUEST REGISTRATION AND COMMUNICATION WORKFLOW - FOR

DEVELOPMENT

ACTION REACTION METHOD NOTES

Guest registration received

through website

Automated Email, Save to

CRM

Notification of new registration

to be sent to Admin team and

Select Egypt. Registration

information saved into CRM

automatically, and the system

then sends the registration

confirmation template email for

the specific tour that the

guests have registered for.

Registration confirmation Automated CRM to send Automated email that is